U.S. Capital 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 | $26.5M | Sell |
|
|||||
|
2025
Q2 | $24.7M | Sell |
|
|||||
|
2025
Q1 | $22M | Buy |
|
|||||
|
2024
Q4 | $15.5M | Sell |
|
|||||
|
2024
Q3 | $15.9M | Sell |
|
|||||
|
2024
Q2 | $16.4M | Sell |
|
|||||
|
2024
Q1 | $28.5M | Sell |
|
|||||
|
2023
Q4 | $30.9M | Buy |
|
|||||
|
2023
Q3 | $25M | Sell |
|
|||||
|
2023
Q2 | $26.1M | Buy |
|
|||||
|
2023
Q1 | $21.3M | Buy |
|
|||||
|
2022
Q4 | $21.8M | Buy |
|
|||||
|
2022
Q3 | $16.5M | Buy |
|
|||||
|
2022
Q2 | $16.7M | Buy |
|
|||||
|
2022
Q1 | $19.4M | Buy |
|
|||||
|
2021
Q4 | $21M | Sell |
|
|||||
|
2021
Q3 | $23.4M | Buy |
|