Physician Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
1,885
+280
| +17% | +$81.2K | 0.09% | 93 |
|
|
2025
Q1 | $394K | Sell |
1,605
-6
| -0.4% | -$1.47K | 0.07% | 109 |
|
|
2024
Q4 | $386K | Buy |
1,611
+70
| +5% | +$16.8K | 0.07% | 117 |
|
|
2024
Q3 | $343K | Buy |
1,541
+215
| +16% | +$47.8K | 0.06% | 123 |
|
|
2024
Q2 | $283K | Hold |
1,326
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $240K | Buy |
+1,326
| New | +$240K | 0.05% | 144 |
|