WCFA
Walkner Condon Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
4,270
+820
| +24% | +$238K | 0.23% | 87 |
|
|
2025
Q1 | $846K | Buy |
3,450
+189
| +6% | +$46.4K | 0.17% | 101 |
|
|
2024
Q4 | $782K | Sell |
3,261
-376
| -10% | -$90.1K | 0.16% | 113 |
|
|
2024
Q3 | $767K | Buy |
3,637
+866
| +31% | +$183K | 0.16% | 114 |
|
|
2024
Q2 | $560K | Sell |
2,771
-7,483
| -73% | -$1.51M | 0.12% | 132 |
|
|
2024
Q1 | $2.05M | Buy |
10,254
+214
| +2% | +$42.9K | 0.44% | 59 |
|
|
2023
Q4 | $1.71M | Buy |
10,040
+1,832
| +22% | +$312K | 0.39% | 64 |
|
|
2023
Q3 | $1.19M | Sell |
8,208
-31
| -0.4% | -$4.5K | 0.32% | 70 |
|
|
2023
Q2 | $1.2M | Buy |
8,239
+517
| +7% | +$75.2K | 0.32% | 69 |
|
|
2023
Q1 | $1.01M | Buy |
7,722
+6,221
| +414% | +$811K | 0.28% | 79 |
|
|
2022
Q4 | $201K | Buy |
+1,501
| New | +$201K | 0.06% | 224 |
|
|
2021
Q4 | – | Sell |
-2,446
| Closed | -$401K | – | 151 |
|
|
2021
Q3 | $401K | Buy |
2,446
+302
| +14% | +$49.5K | 0.2% | 95 |
|
|
2021
Q2 | $331K | Buy |
2,144
+70
| +3% | +$10.8K | 0.12% | 127 |
|
|
2021
Q1 | $316K | Buy |
2,074
+47
| +2% | +$7.16K | 0.12% | 133 |
|
|
2020
Q4 | $258K | Buy |
+2,027
| New | +$258K | 0.11% | 113 |
|