USAdvisors Wealth Management’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 | $323K | Sell |
1,113
-114
| -9% | -$33.1K | 0.12% | 96 |
|
|
2025
Q1 | $301K | Sell |
1,227
-74
| -6% | -$18.2K | 0.11% | 103 |
|
|
2024
Q4 | $311K | Sell |
1,301
-91
| -7% | -$21.8K | 0.1% | 103 |
|
|
2024
Q3 | $293K | Sell |
1,392
-140
| -9% | -$29.5K | 0.1% | 100 |
|
|
2024
Q2 | $309K | Sell |
1,532
-189
| -11% | -$38.1K | 0.11% | 100 |
|
|
2024
Q1 | $343K | Buy |
1,721
+175
| +11% | +$34.9K | 0.13% | 106 |
|
|
2023
Q4 | $263K | Buy |
+1,546
| New | +$263K | 0.11% | 108 |
|