WAS
Wealth Advisory Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
36,554
-318
| -0.9% | -$92.2K | 2.68% | 9 |
|
|
2025
Q1 | $9.04M | Sell |
36,872
-4,977
| -12% | -$1.22M | 2.39% | 9 |
|
|
2024
Q4 | $10M | Buy |
41,849
+581
| +1% | +$139K | 2.81% | 8 |
|
|
2024
Q3 | $8.7M | Sell |
41,268
-5,062
| -11% | -$1.07M | 2.4% | 10 |
|
|
2024
Q2 | $9.37M | Sell |
46,330
-543
| -1% | -$110K | 2.54% | 9 |
|
|
2024
Q1 | $9.39M | Sell |
46,873
-3,056
| -6% | -$612K | 2.43% | 10 |
|
|
2023
Q4 | $8.49M | Sell |
49,929
-50,440
| -50% | -$8.58M | 2.97% | 11 |
|
|
2023
Q3 | $15.8M | Buy |
100,369
+46,931
| +88% | +$7.39M | 3.1% | 7 |
|
|
2023
Q2 | $7.77M | Sell |
53,438
-382
| -0.7% | -$55.6K | 2.07% | 16 |
|
|
2023
Q1 | $7.01M | Sell |
53,820
-1,703
| -3% | -$222K | 1.86% | 15 |
|
|
2022
Q4 | $7.45M | Buy |
55,523
+508
| +0.9% | +$68.1K | 2% | 13 |
|
|
2022
Q3 | $5.75M | Sell |
55,015
-449
| -0.8% | -$46.9K | 1.59% | 16 |
|
|
2022
Q2 | $6.25M | Buy |
55,464
+1,497
| +3% | +$169K | 1.54% | 15 |
|
|
2022
Q1 | $7.36M | Buy |
+53,967
| New | +$7.36M | 1.53% | 17 |
|
|
2021
Q3 | $8.85M | Buy |
54,041
+9
| +0% | +$1.47K | 1.97% | 9 |
|
|
2021
Q2 | $8.4M | Sell |
54,032
-34,092
| -39% | -$5.3M | 1.99% | 8 |
|
|
2021
Q1 | $4.97M | Buy |
88,124
+13,943
| +19% | +$786K | 3.71% | 7 |
|
|
2020
Q4 | $9.43M | Buy |
74,181
+4,462
| +6% | +$567K | 2.56% | 5 |
|
|
2020
Q3 | $6.71M | Buy |
69,719
+14,548
| +26% | +$1.4M | 1.78% | 14 |
|
|
2020
Q2 | $5.19M | Sell |
55,171
-2,279
| -4% | -$214K | 1.45% | 19 |
|
|
2020
Q1 | $5.17M | Buy |
57,450
+620
| +1% | +$55.8K | 1.76% | 12 |
|
|
2019
Q4 | $7.92M | Buy |
+56,830
| New | +$7.92M | 2.09% | 8 |
|