Twin Peaks 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 | $627K | Sell |
2,140
-212
| -9% | -$62.1K | 0.2% | 78 |
|
|
2025
Q1 | $548K | Sell |
2,352
-8
| -0.3% | -$1.87K | 0.25% | 76 |
|
|
2024
Q4 | $566K | Buy |
2,360
+236
| +11% | +$56.6K | 0.24% | 72 |
|
|
2024
Q3 | $448K | Buy |
2,124
+215
| +11% | +$45.3K | 0.21% | 78 |
|
|
2024
Q2 | $386K | Buy |
1,909
+195
| +11% | +$39.4K | 0.19% | 87 |
|
|
2024
Q1 | $343K | Sell |
1,714
-193
| -10% | -$38.7K | 0.19% | 88 |
|
|
2023
Q4 | $325K | Buy |
+1,907
| New | +$325K | 0.21% | 94 |
|