Waypoint Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $943K | Sell |
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|
2023
Q2 | $962K | Buy |
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|
2023
Q1 | $851K | Sell |
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $736K | Buy |
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|
2022
Q1 | $875K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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