Wealth Advisory Solutions’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
Q2 | $10.6M | Sell |
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|
2025
Q1 | $9.04M | Sell |
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|
2024
Q4 | $10M | Buy |
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|
2024
Q3 | $8.7M | Sell |
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|
2024
Q2 | $9.37M | Sell |
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|
2024
Q1 | $9.39M | Sell |
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|
2023
Q4 | $8.49M | Sell |
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|
2023
Q3 | $15.8M | Buy |
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|
2023
Q2 | $7.77M | Sell |
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|
2023
Q1 | $7.01M | Sell |
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|
2022
Q4 | $7.45M | Buy |
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|
2022
Q3 | $5.75M | Sell |
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|
2022
Q2 | $6.25M | Buy |
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|
2022
Q1 | $7.36M | Buy |
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|
2021
Q3 | $8.85M | Buy |
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|
2021
Q2 | $8.4M | Sell |
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|
2021
Q1 | $4.97M | Buy |
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|
2020
Q4 | $9.43M | Buy |
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|
2020
Q3 | $6.71M | Buy |
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|
2020
Q2 | $5.19M | Sell |
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|
2020
Q1 | $5.17M | Buy |
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|
2019
Q4 | $7.92M | Buy |
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