WBI Investments’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 | $819K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $333K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.9M | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $316K | Sell |
|
|||||
|
2017
Q2 | $336K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $52.9M | Buy |
|
|||||
|
2014
Q2 | $49.2M | Buy |
|
|||||
|
2014
Q1 | $51.3M | Buy |
|
|||||
|
2013
Q4 | $48.3M | Buy |
|
|||||
|
2013
Q3 | $41.4M | Buy |
|