San Luis Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.88M | Hold |
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|
2025
Q2 | $3.88M | Sell |
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|
2025
Q1 | $3.54M | Sell |
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|
2024
Q4 | $4.92M | Sell |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q2 | $4.26M | Buy |
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|
2024
Q1 | $4.2M | Buy |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $682K | Sell |
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|
2022
Q3 | $891K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2020
Q4 | $635K | Buy |
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