W Advisors LLC’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 | $2.49M | Sell |
8,604
-141
| -2% | -$40.9K | 1.43% | 18 |
|
|
2025
Q1 | $2.15M | Buy |
8,745
+95
| +1% | +$23.3K | 1.34% | 19 |
|
|
2024
Q4 | $2.07M | Buy |
8,650
+46
| +0.5% | +$11K | 1.28% | 20 |
|
|
2024
Q3 | $1.81M | Buy |
8,604
+168
| +2% | +$35.4K | 1.12% | 23 |
|
|
2024
Q2 | $1.71M | Buy |
8,436
+76
| +0.9% | +$15.4K | 1.12% | 21 |
|
|
2024
Q1 | $1.67M | Sell |
8,360
-14
| -0.2% | -$2.8K | 1.15% | 20 |
|
|
2023
Q4 | $1.42M | Buy |
8,374
+3
| +0% | +$510 | 1.06% | 23 |
|
|
2023
Q3 | $1.21M | Buy |
8,371
+109
| +1% | +$15.8K | 1% | 25 |
|
|
2023
Q2 | $1.2M | Hold |
8,262
| – | – | 0.94% | 29 |
|
|
2023
Q1 | $1.08M | Buy |
8,262
+96
| +1% | +$12.5K | 0.89% | 30 |
|
|
2022
Q4 | $1.1M | Sell |
8,166
-149
| -2% | -$20K | 0.91% | 30 |
|
|
2022
Q3 | $868K | Buy |
8,315
+8
| +0.1% | +$835 | 0.81% | 33 |
|
|
2022
Q2 | $935K | Buy |
8,307
+52
| +0.6% | +$5.85K | 0.81% | 28 |
|
|
2022
Q1 | $1.13M | Buy |
8,255
+384
| +5% | +$52.4K | 0.85% | 31 |
|
|
2021
Q4 | $1.25M | Buy |
+7,871
| New | +$1.25M | 0.93% | 28 |
|