Soltis Investment 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 | $10.7M | Sell |
36,742
-5,234
| -12% | -$1.52M | 0.84% | 17 |
|
|
2025
Q1 | $10.3M | Buy |
41,976
+8,706
| +26% | +$2.14M | 0.92% | 21 |
|
|
2024
Q4 | $7.98M | Buy |
33,270
+1,004
| +3% | +$241K | 0.74% | 25 |
|
|
2024
Q3 | $6.8M | Sell |
32,266
-6,776
| -17% | -$1.43M | 0.66% | 40 |
|
|
2024
Q2 | $7.9M | Buy |
39,042
+330
| +0.9% | +$66.7K | 0.84% | 23 |
|
|
2024
Q1 | $7.75M | Sell |
38,712
-5,969
| -13% | -$1.2M | 0.87% | 23 |
|
|
2023
Q4 | $7.6M | Sell |
44,681
-14,122
| -24% | -$2.4M | 0.86% | 21 |
|
|
2023
Q3 | $8.53M | Sell |
58,803
-893
| -1% | -$130K | 1.1% | 16 |
|
|
2023
Q2 | $8.68M | Buy |
59,696
+4,085
| +7% | +$594K | 1.01% | 19 |
|
|
2023
Q1 | $7.25M | Buy |
55,611
+7,479
| +16% | +$975K | 0.92% | 19 |
|
|
2022
Q4 | $6.45M | Buy |
48,132
+7,767
| +19% | +$1.04M | 0.85% | 22 |
|
|
2022
Q3 | $4.22M | Buy |
40,365
+8,786
| +28% | +$918K | 0.63% | 36 |
|
|
2022
Q2 | $3.56M | Buy |
31,579
+6,215
| +25% | +$700K | 0.52% | 47 |
|
|
2022
Q1 | $3.46M | Buy |
25,364
+5,212
| +26% | +$711K | 0.48% | 46 |
|
|
2021
Q4 | $3.19M | Buy |
20,152
+1,178
| +6% | +$187K | 0.45% | 42 |
|
|
2021
Q3 | $3.11M | Buy |
18,974
+809
| +4% | +$132K | 0.48% | 40 |
|
|
2021
Q2 | $2.83M | Buy |
18,165
+1,721
| +10% | +$268K | 0.45% | 41 |
|
|
2021
Q1 | $2.5M | Buy |
16,444
+1,236
| +8% | +$188K | 0.46% | 41 |
|
|
2020
Q4 | $1.93M | Buy |
15,208
+2,793
| +22% | +$355K | 0.36% | 45 |
|
|
2020
Q3 | $1.2M | Buy |
12,415
+2,676
| +27% | +$258K | 0.28% | 76 |
|
|
2020
Q2 | $916K | Buy |
9,739
+3,666
| +60% | +$345K | 0.24% | 72 |
|
|
2020
Q1 | $547K | Buy |
6,073
+936
| +18% | +$84.3K | 0.17% | 69 |
|
|
2019
Q4 | $716K | Buy |
+5,137
| New | +$716K | 0.14% | 64 |
|