Waverly Advisors’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
Q3 | $71.9M | Buy |
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|
2025
Q2 | $64.3M | Buy |
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|
2025
Q1 | $53.5M | Buy |
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|
2024
Q4 | $38.4M | Buy |
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|
2024
Q3 | $26.1M | Buy |
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|
2024
Q2 | $23.9M | Buy |
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|
2024
Q1 | $15.7M | Buy |
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|
2023
Q4 | $7.76M | Buy |
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|
2023
Q3 | $5.9M | Buy |
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|
2023
Q2 | $3.52M | Sell |
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|
2023
Q1 | $5.2M | Buy |
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|
2022
Q4 | $2.07M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $689K | Buy |
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|
2020
Q2 | $651K | Sell |
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|
2020
Q1 | $592K | Buy |
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|
2019
Q4 | $773K | Sell |
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|
2019
Q3 | $701K | Sell |
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|
2019
Q2 | $680K | Buy |
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|
2019
Q1 | $516K | Buy |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.46M | Buy |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $1.88M | Buy |
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|
2017
Q3 | $1.59M | Buy |
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|
2017
Q2 | $1.46M | Sell |
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|
2017
Q1 | $1.41M | Buy |
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|
2016
Q4 | $736K | Buy |
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|
2016
Q3 | $397K | Buy |
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|
2016
Q2 | $278K | Buy |
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|
2016
Q1 | $252K | Sell |
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|
2015
Q4 | $721K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $25K | Sell |
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|
2014
Q3 | $596K | Hold |
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|
2014
Q2 | $570K | Hold |
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|
2014
Q1 | $601K | Sell |
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|
2013
Q4 | $1.29M | Buy |
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|
2013
Q3 | $690K | Buy |
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|
2013
Q2 | $667K | Buy |
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