Wealth Enhancement Advisory Services’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 | $601M | Buy |
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|
2025
Q1 | $436M | Buy |
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|
2024
Q4 | $384M | Buy |
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|
2024
Q3 | $307M | Sell |
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|
2024
Q2 | $316M | Buy |
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|
2024
Q1 | $307M | Sell |
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|
2023
Q4 | $264M | Buy |
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|
2023
Q3 | $218M | Buy |
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|
2023
Q2 | $30.5M | Sell |
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|
2023
Q1 | $28.7M | Buy |
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|
2022
Q4 | $807K | Sell |
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|
2022
Q3 | $5.8M | Sell |
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|
2022
Q2 | $11.7M | Buy |
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|
2022
Q1 | $6.25M | Sell |
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|
2021
Q4 | $7.01M | Sell |
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|
2021
Q3 | $9.55M | Buy |
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|
2021
Q2 | $3.91M | Sell |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $8.47M | Sell |
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|
2020
Q3 | $8.06M | Buy |
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|
2020
Q2 | $6.36M | Buy |
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|
2020
Q1 | $4.71M | Buy |
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|
2019
Q4 | $6.5M | Sell |
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|
2019
Q3 | $5.51M | Sell |
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|
2019
Q2 | $6.2M | Buy |
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|
2019
Q1 | $3.52M | Sell |
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|
2018
Q4 | $3.87M | Buy |
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|
2018
Q3 | $3.06M | Sell |
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|
2018
Q2 | $3.28M | Buy |
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|
2018
Q1 | $2.9M | Buy |
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|
2017
Q4 | $2.72M | Buy |
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|
2017
Q3 | $2M | Buy |
|
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|
2017
Q2 | $1.06M | Sell |
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|
2017
Q1 | $4.72M | Sell |
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|
2016
Q4 | $5M | Buy |
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|
2016
Q3 | $2.74M | Buy |
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|
2016
Q2 | $1.29M | Buy |
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|
2016
Q1 | $1.1M | Sell |
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|
2015
Q4 | $1.35M | Buy |
|