WA
Wealth Architects’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
13,471
-204
| -1% | -$59.1K | 0.4% | 41 |
|
|
2025
Q1 | $3.35M | Buy |
13,675
+3,208
| +31% | +$787K | 0.37% | 41 |
|
|
2024
Q4 | $2.51M | Buy |
10,467
+59
| +0.6% | +$14.1K | 0.28% | 50 |
|
|
2024
Q3 | $2.19M | Sell |
10,408
-15
| -0.1% | -$3.16K | 0.25% | 53 |
|
|
2024
Q2 | $2.11M | Sell |
10,423
-178
| -2% | -$36K | 0.26% | 51 |
|
|
2024
Q1 | $2.12M | Sell |
10,601
-531
| -5% | -$106K | 0.28% | 48 |
|
|
2023
Q4 | $1.89M | Buy |
11,132
+4
| +0% | +$680 | 0.27% | 49 |
|
|
2023
Q3 | $1.61M | Buy |
11,128
+175
| +2% | +$25.4K | 0.27% | 51 |
|
|
2023
Q2 | $1.59M | Buy |
10,953
+33
| +0.3% | +$4.8K | 0.26% | 49 |
|
|
2023
Q1 | $1.42M | Sell |
10,920
-43
| -0.4% | -$5.6K | 0.25% | 51 |
|
|
2022
Q4 | $1.47M | Sell |
10,963
-221
| -2% | -$29.6K | 0.28% | 48 |
|
|
2022
Q3 | $1.17M | Buy |
11,184
+107
| +1% | +$11.2K | 0.24% | 48 |
|
|
2022
Q2 | $1.25M | Buy |
11,077
+133
| +1% | +$15K | 0.24% | 48 |
|
|
2022
Q1 | $1.49M | Buy |
10,944
+5
| +0% | +$682 | 0.25% | 41 |
|
|
2021
Q4 | $1.73M | Buy |
10,939
+328
| +3% | +$51.9K | 0.3% | 38 |
|
|
2021
Q3 | $1.74M | Buy |
10,611
+397
| +4% | +$65K | 0.34% | 37 |
|
|
2021
Q2 | $1.59M | Buy |
10,214
+2,459
| +32% | +$383K | 0.31% | 35 |
|
|
2021
Q1 | $1.18M | Buy |
7,755
+77
| +1% | +$11.7K | 0.26% | 37 |
|
|
2020
Q4 | $976K | Sell |
7,678
-136
| -2% | -$17.3K | 0.23% | 43 |
|
|
2020
Q3 | $752K | Buy |
7,814
+34
| +0.4% | +$3.27K | 0.2% | 47 |
|
|
2020
Q2 | $732K | Buy |
7,780
+494
| +7% | +$46.5K | 0.21% | 47 |
|
|
2020
Q1 | $656K | Sell |
7,286
-173
| -2% | -$15.6K | 0.23% | 46 |
|
|
2019
Q4 | $1.04M | Sell |
7,459
-258
| -3% | -$36K | 0.29% | 34 |
|
|
2019
Q3 | $908K | Sell |
7,717
-125
| -2% | -$14.7K | 0.28% | 36 |
|
|
2019
Q2 | $877K | Buy |
7,842
+306
| +4% | +$34.2K | 0.26% | 38 |
|
|
2019
Q1 | $763K | Buy |
7,536
+38
| +0.5% | +$3.85K | 0.24% | 44 |
|
|
2018
Q4 | $732K | Sell |
7,498
-17
| -0.2% | -$1.66K | 0.26% | 40 |
|
|
2018
Q3 | $848K | Buy |
7,515
+302
| +4% | +$34.1K | 0.26% | 42 |
|
|
2018
Q2 | $752K | Sell |
7,213
-147
| -2% | -$15.3K | 0.24% | 41 |
|
|
2018
Q1 | $809K | Sell |
7,360
-1,131
| -13% | -$124K | 0.27% | 39 |
|
|
2017
Q4 | $908K | Sell |
8,491
-177
| -2% | -$18.9K | 0.3% | 37 |
|
|
2017
Q3 | $828K | Buy |
8,668
+190
| +2% | +$18.2K | 0.29% | 39 |
|
|
2017
Q2 | $774K | Sell |
8,478
-16
| -0.2% | -$1.46K | 0.29% | 41 |
|
|
2017
Q1 | $746K | Sell |
8,494
-997
| -11% | -$87.6K | 0.3% | 43 |
|
|
2016
Q4 | $819K | Buy |
9,491
+1,362
| +17% | +$118K | 0.36% | 37 |
|
|
2016
Q3 | $541K | Sell |
8,129
-591
| -7% | -$39.3K | 0.25% | 55 |
|
|
2016
Q2 | $541K | Hold |
8,720
| – | – | 0.26% | 55 |
|
|
2016
Q1 | $516K | Buy |
8,720
+178
| +2% | +$10.5K | 0.26% | 56 |
|
|
2015
Q4 | $564K | Hold |
8,542
| – | – | 0.28% | 52 |
|
|
2015
Q3 | $521K | Buy |
8,542
+394
| +5% | +$24K | 0.28% | 51 |
|
|
2015
Q2 | $552K | Buy |
8,148
+2,660
| +48% | +$180K | 0.3% | 51 |
|
|
2015
Q1 | $332K | Sell |
5,488
-238
| -4% | -$14.4K | 0.19% | 70 |
|
|
2014
Q4 | $358K | Buy |
+5,726
| New | +$358K | 0.21% | 64 |
|