W Advisors LLC’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 | $2.49M | Sell |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.67M | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $868K | Buy |
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|
2022
Q2 | $935K | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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