Wealth Enhancement Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601M | Buy |
2,031,381
+252,986
| +14% | +$74.9M | 0.99% | 15 |
|
|
2025
Q1 | $436M | Buy |
1,778,395
+175,068
| +11% | +$42.9M | 0.83% | 18 |
|
|
2024
Q4 | $384M | Buy |
1,603,327
+148,186
| +10% | +$35.5M | 0.74% | 21 |
|
|
2024
Q3 | $307M | Sell |
1,455,141
-109,045
| -7% | -$23M | 0.66% | 23 |
|
|
2024
Q2 | $316M | Buy |
1,564,186
+33,199
| +2% | +$6.71M | 0.75% | 22 |
|
|
2024
Q1 | $307M | Sell |
1,530,987
-18,552
| -1% | -$3.72M | 0.79% | 19 |
|
|
2023
Q4 | $264M | Buy |
1,549,539
+44,844
| +3% | +$7.63M | 0.77% | 18 |
|
|
2023
Q3 | $218M | Buy |
1,504,695
+1,294,799
| +617% | +$188M | 0.72% | 19 |
|
|
2023
Q2 | $30.5M | Sell |
209,896
-10,372
| -5% | -$1.51M | 0.33% | 40 |
|
|
2023
Q1 | $28.7M | Buy |
220,268
+214,465
| +3,696% | +$27.9M | 0.33% | 43 |
|
|
2022
Q4 | $807K | Sell |
5,803
-48,888
| -89% | -$6.8M | 0.01% | 242 |
|
|
2022
Q3 | $5.8M | Sell |
54,691
-47,838
| -47% | -$5.07M | 0.08% | 111 |
|
|
2022
Q2 | $11.7M | Buy |
102,529
+56,224
| +121% | +$6.43M | 0.16% | 76 |
|
|
2022
Q1 | $6.25M | Sell |
46,305
-606
| -1% | -$81.8K | 0.08% | 117 |
|
|
2021
Q4 | $7.01M | Sell |
46,911
-8,824
| -16% | -$1.32M | 0.1% | 93 |
|
|
2021
Q3 | $9.55M | Buy |
55,735
+30,578
| +122% | +$5.24M | 0.14% | 75 |
|
|
2021
Q2 | $3.91M | Sell |
25,157
-41,073
| -62% | -$6.39M | 0.06% | 115 |
|
|
2021
Q1 | $10.1M | Buy |
66,230
+5,167
| +8% | +$788K | 0.18% | 63 |
|
|
2020
Q4 | $8.47M | Sell |
61,063
-17,607
| -22% | -$2.44M | 0.19% | 53 |
|
|
2020
Q3 | $8.06M | Buy |
78,670
+14,257
| +22% | +$1.46M | 0.21% | 46 |
|
|
2020
Q2 | $6.36M | Buy |
64,413
+14,954
| +30% | +$1.48M | 0.18% | 48 |
|
|
2020
Q1 | $4.71M | Buy |
49,459
+2,820
| +6% | +$269K | 0.17% | 61 |
|
|
2019
Q4 | $6.5M | Sell |
46,639
-819
| -2% | -$114K | 0.23% | 53 |
|
|
2019
Q3 | $5.51M | Sell |
47,458
-6,078
| -11% | -$706K | 0.22% | 54 |
|
|
2019
Q2 | $6.2M | Buy |
53,536
+22,630
| +73% | +$2.62M | 0.27% | 43 |
|
|
2019
Q1 | $3.52M | Sell |
30,906
-6,044
| -16% | -$687K | 0.2% | 45 |
|
|
2018
Q4 | $3.87M | Buy |
36,950
+7,310
| +25% | +$765K | 0.24% | 43 |
|
|
2018
Q3 | $3.06M | Sell |
29,640
-691
| -2% | -$71.4K | 0.18% | 42 |
|
|
2018
Q2 | $3.28M | Buy |
30,331
+4,772
| +19% | +$516K | 0.2% | 42 |
|
|
2018
Q1 | $2.9M | Buy |
25,559
+1,409
| +6% | +$160K | 0.19% | 52 |
|
|
2017
Q4 | $2.72M | Buy |
24,150
+3,466
| +17% | +$391K | 0.19% | 58 |
|
|
2017
Q3 | $2.01M | Buy |
20,684
+9,196
| +80% | +$891K | 0.17% | 70 |
|
|
2017
Q2 | $1.07M | Sell |
11,488
-42,823
| -79% | -$3.97M | 0.1% | 90 |
|
|
2017
Q1 | $4.72M | Sell |
54,311
-3,579
| -6% | -$311K | 0.5% | 36 |
|
|
2016
Q4 | $5M | Buy |
57,890
+17,459
| +43% | +$1.51M | 0.61% | 30 |
|
|
2016
Q3 | $2.74M | Buy |
40,431
+19,595
| +94% | +$1.33M | 0.41% | 35 |
|
|
2016
Q2 | $1.3M | Buy |
20,836
+2,416
| +13% | +$150K | 0.23% | 81 |
|
|
2016
Q1 | $1.1M | Sell |
18,420
-2,088
| -10% | -$124K | 0.22% | 95 |
|
|
2015
Q4 | $1.35M | Buy |
+20,508
| New | +$1.35M | 0.34% | 52 |
|