Waypoint Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.46M | Buy |
6,924
+116
| +2% | +$24.5K | 0.31% | 57 |
|
|
2024
Q2 | $1.38M | Buy |
6,808
+173
| +3% | +$35K | 0.34% | 55 |
|
|
2024
Q1 | $1.33M | Buy |
6,635
+132
| +2% | +$26.4K | 0.35% | 53 |
|
|
2023
Q4 | $1.11M | Buy |
6,503
+3
| +0% | +$510 | 0.32% | 56 |
|
|
2023
Q3 | $943K | Sell |
6,500
-112
| -2% | -$16.2K | 0.32% | 55 |
|
|
2023
Q2 | $962K | Buy |
6,612
+81
| +1% | +$11.8K | 0.3% | 66 |
|
|
2023
Q1 | $851K | Sell |
6,531
-134
| -2% | -$17.5K | 0.28% | 70 |
|
|
2022
Q4 | $894K | Buy |
6,665
+381
| +6% | +$51.1K | 0.31% | 65 |
|
|
2022
Q3 | $654K | Sell |
6,284
-248
| -4% | -$25.8K | 0.29% | 59 |
|
|
2022
Q2 | $736K | Buy |
6,532
+118
| +2% | +$13.3K | 0.33% | 54 |
|
|
2022
Q1 | $875K | Sell |
6,414
-117
| -2% | -$16K | 0.51% | 51 |
|
|
2021
Q4 | $1.03M | Buy |
+6,531
| New | +$1.03M | 0.71% | 36 |
|