WCG Wealth 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
Q2
$9.16M Sell
2025
Q1
$7.82M Sell
2024
Q4
$8.16M Buy
2024
Q3
$7.12M Buy
2024
Q2
$6.79M Buy
2024
Q1
$6.62M Sell
2023
Q4
$7.13M Sell
2023
Q3
$6.77M Buy
2023
Q2
$3.35M Sell
2023
Q1
$3.03M Buy
2022
Q4
$2.9M Buy
2022
Q3
$2.17M Sell
2022
Q2
$2.18M Buy