Wealth Advisors of Iowa’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	3,549 +50	+1%	+$15.2K	0.32%	36
2025 Q4	$1.13M	Buy	3,499 +323	+10%	+$100K	0.37%	37
2025 Q3	$1M	Sell	3,176 -24	-0.8%	-$7.14K	0.34%	36
2025 Q2	$928K	Buy	3,200 +101	+3%	+$25.8K	0.35%	34
2025 Q1	$760K	Hold	3,099	–	–	0.33%	37
2024 Q4	$743K	Buy	3,099 +231	+8%	+$53.8K	0.37%	30
2024 Q3	$605K	Sell	2,868 -29	-1%	-$6.11K	0.31%	33
2024 Q2	$586K	Sell	2,897 -39	-1%	-$7.63K	0.33%	20
2024 Q1	$588K	Buy	2,936 +92	+3%	+$16.6K	0.36%	28
2023 Q4	$484K	Buy	2,844 +153	+6%	+$23.2K	0.32%	30
2023 Q3	$390K	Sell	2,691 -19	-0.7%	-$2.85K	0.27%	34
2023 Q2	$394K	Sell	2,710 -177	-6%	-$24.3K	0.29%	34
2023 Q1	$376K	Sell	2,887 -198	-6%	-$27.1K	0.29%	32
2022 Q4	$414K	Buy	3,085 +2	+0.1%	+$253	0.34%	34
2022 Q3	$322K	Sell	3,083 -5,130	-62%	-$589K	0.3%	33
2022 Q2	$975K	Buy	8,213 +6,046	+279%	+$749K	0.17%	45
2022 Q1	$295K	Buy	+2,167	New	+$320K	0.15%	46
2021 Q4	–	Sell	-2,164	Closed	-$354K	–	61
2021 Q3	$354K	Sell	2,164 -257	-11%	-$40.3K	0.19%	37
2021 Q2	$377K	Buy	2,421 +101	+4%	+$15.9K	0.2%	34
2021 Q1	$353K	Buy	2,320 +1	+0%	+$144	0.2%	36
2020 Q4	$295K	Buy	+2,319	New	+$259K	0.18%	34
2020 Q2	–	Sell	-2,026	Closed	-$182K	–	30
2020 Q1	$182K	Buy	+2,026	New	+$246K	0.14%	24