San Luis 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 | $3.88M | Sell |
13,378
-1,039
| -7% | -$301K | 0.83% | 36 |
|
|
2025
Q1 | $3.54M | Sell |
14,417
-6,110
| -30% | -$1.5M | 0.8% | 33 |
|
|
2024
Q4 | $4.92M | Sell |
20,527
-1,026
| -5% | -$246K | 0.93% | 27 |
|
|
2024
Q3 | $4.55M | Buy |
21,553
+496
| +2% | +$105K | 0.94% | 31 |
|
|
2024
Q2 | $4.26M | Buy |
21,057
+72
| +0.3% | +$14.6K | 1.02% | 28 |
|
|
2024
Q1 | $4.2M | Buy |
20,985
+19,783
| +1,646% | +$3.96M | 2.21% | 12 |
|
|
2023
Q4 | $204K | Buy |
+1,202
| New | +$204K | 0.09% | 54 |
|
|
2023
Q1 | – | Sell |
-5,084
| Closed | -$682K | – | 167 |
|
|
2022
Q4 | $682K | Sell |
5,084
-3,443
| -40% | -$462K | 0.64% | 46 |
|
|
2022
Q3 | $891K | Sell |
8,527
-487
| -5% | -$50.9K | 0.93% | 28 |
|
|
2022
Q2 | $1.02M | Sell |
9,014
-2,898
| -24% | -$326K | 1.17% | 23 |
|
|
2022
Q1 | $1.89M | Sell |
11,912
-7
| -0.1% | -$1.11K | 0.92% | 23 |
|
|
2021
Q4 | $1.89M | Buy |
11,919
+3,880
| +48% | +$614K | 1.92% | 12 |
|
|
2021
Q3 | $1.32M | Buy |
+8,039
| New | +$1.32M | 0.73% | 38 |
|
|
2020
Q4 | $635K | Buy |
+5,000
| New | +$635K | 0.41% | 64 |
|