Wealth Advisors of Tampa Bay’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 | – | Sell |
-640
| Closed | -$157K | – | 123 |
|
|
2025
Q1 | $157K | Buy |
+640
| New | +$157K | 0.06% | 92 |
|
|
2023
Q4 | – | Sell |
-1,402
| Closed | -$203K | – | 91 |
|
|
2023
Q3 | $203K | Buy |
+1,402
| New | +$203K | 0.06% | 97 |
|
|
2022
Q2 | – | Sell |
-1,522
| Closed | -$208K | – | 105 |
|
|
2022
Q1 | $208K | Hold |
1,522
| – | – | 0.06% | 104 |
|
|
2021
Q4 | $241K | Buy |
+1,522
| New | +$241K | 0.06% | 100 |
|