Private Wealth Advisors (California)’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 | $1.6M | Buy |
5,519
+9
| +0.2% | +$2.61K | 0.59% | 45 |
|
|
2025
Q1 | $1.35M | Buy |
5,510
+13
| +0.2% | +$3.19K | 0.49% | 44 |
|
|
2024
Q4 | $1.32M | Sell |
5,497
-17
| -0.3% | -$4.08K | 0.52% | 43 |
|
|
2024
Q3 | $1.14M | Sell |
5,514
-13
| -0.2% | -$2.69K | 0.44% | 48 |
|
|
2024
Q2 | $1.14M | Sell |
5,527
-5
| -0.1% | -$1.03K | 0.44% | 48 |
|
|
2024
Q1 | $1.11M | Sell |
5,532
-14
| -0.3% | -$2.8K | 0.45% | 48 |
|
|
2023
Q4 | $943K | Sell |
5,546
-439
| -7% | -$74.7K | 0.37% | 44 |
|
|
2023
Q3 | $868K | Sell |
5,985
-112
| -2% | -$16.2K | 0.37% | 46 |
|
|
2023
Q2 | $887K | Sell |
6,097
-24
| -0.4% | -$3.49K | 0.36% | 45 |
|
|
2023
Q1 | $798K | Sell |
6,121
-125
| -2% | -$16.3K | 0.34% | 48 |
|
|
2022
Q4 | $838K | Sell |
6,246
-135
| -2% | -$18.1K | 0.28% | 48 |
|
|
2022
Q3 | $667K | Sell |
6,381
-6
| -0.1% | -$627 | 0.31% | 49 |
|
|
2022
Q2 | $767K | Buy |
6,387
+18
| +0.3% | +$2.16K | 0.28% | 50 |
|
|
2022
Q1 | $868K | Buy |
6,369
+24
| +0.4% | +$3.27K | 0.28% | 52 |
|
|
2021
Q4 | $1.01M | Hold |
6,345
| – | – | 0.22% | 50 |
|
|
2021
Q3 | $1.03M | Sell |
6,345
-110
| -2% | -$17.8K | 0.25% | 60 |
|
|
2021
Q2 | $1M | Buy |
6,455
+21
| +0.3% | +$3.27K | 0.31% | 55 |
|
|
2021
Q1 | $979K | Buy |
6,434
+112
| +2% | +$17K | 0.33% | 47 |
|
|
2020
Q4 | $887K | Buy |
6,322
+32
| +0.5% | +$4.49K | 0.31% | 46 |
|
|
2020
Q3 | $606K | Buy |
6,290
+144
| +2% | +$13.9K | 0.31% | 41 |
|
|
2020
Q2 | $578K | Sell |
6,146
-232
| -4% | -$21.8K | 0.4% | 30 |
|
|
2020
Q1 | $574K | Sell |
6,378
-520
| -8% | -$46.8K | 0.47% | 34 |
|
|
2019
Q4 | $962K | Sell |
6,898
-1,000
| -13% | -$139K | 0.55% | 40 |
|
|
2019
Q3 | $930K | Sell |
7,898
-90
| -1% | -$10.6K | 0.61% | 33 |
|
|
2019
Q2 | $809K | Hold |
7,988
| – | – | 0.55% | 34 |
|
|
2019
Q1 | $809K | Sell |
7,988
-237
| -3% | -$24K | 0.55% | 34 |
|
|
2018
Q4 | $803K | Buy |
+8,225
| New | +$803K | 0.65% | 32 |
|