WAP
Wealthcare Advisory Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
55,485
+3,080
| +6% | +$893K | 0.37% | 54 |
|
|
2025
Q1 | $12.9M | Sell |
52,405
-115
| -0.2% | -$28.2K | 0.34% | 61 |
|
|
2024
Q4 | $12.6M | Sell |
52,520
-1,697
| -3% | -$407K | 0.35% | 57 |
|
|
2024
Q3 | $11.4M | Sell |
54,217
-956
| -2% | -$202K | 0.33% | 61 |
|
|
2024
Q2 | $11.2M | Buy |
55,173
+4,213
| +8% | +$852K | 0.35% | 56 |
|
|
2024
Q1 | $10.2M | Buy |
50,960
+11,572
| +29% | +$2.32M | 0.33% | 56 |
|
|
2023
Q4 | $6.7M | Sell |
39,388
-3,403
| -8% | -$579K | 0.27% | 69 |
|
|
2023
Q3 | $6.21M | Sell |
42,791
-331
| -0.8% | -$48K | 0.29% | 69 |
|
|
2023
Q2 | $6.27M | Buy |
43,122
+150
| +0.3% | +$21.8K | 0.28% | 71 |
|
|
2023
Q1 | $5.6M | Buy |
42,972
+1,305
| +3% | +$170K | 0.24% | 79 |
|
|
2022
Q4 | $5.59M | Buy |
41,667
+110
| +0.3% | +$14.8K | 0.27% | 72 |
|
|
2022
Q3 | $4.34M | Buy |
41,557
+18,080
| +77% | +$1.89M | 0.25% | 83 |
|
|
2022
Q2 | $2.64M | Buy |
23,477
+611
| +3% | +$68.8K | 0.16% | 97 |
|
|
2022
Q1 | $3.12M | Buy |
22,866
+921
| +4% | +$126K | 0.19% | 66 |
|
|
2021
Q4 | $3.48M | Sell |
21,945
-1,007
| -4% | -$159K | 0.21% | 63 |
|
|
2021
Q3 | $3.76M | Buy |
22,952
+955
| +4% | +$156K | 0.25% | 62 |
|
|
2021
Q2 | $3.42M | Sell |
21,997
-643
| -3% | -$100K | 0.23% | 66 |
|
|
2021
Q1 | $3.45M | Buy |
22,640
+5,714
| +34% | +$870K | 0.25% | 56 |
|
|
2020
Q4 | $2.15M | Sell |
16,926
-488
| -3% | -$62K | 0.19% | 72 |
|
|
2020
Q3 | $1.68M | Sell |
17,414
-107
| -0.6% | -$10.3K | 0.18% | 76 |
|
|
2020
Q2 | $1.65M | Buy |
17,521
+723
| +4% | +$68K | 0.21% | 64 |
|
|
2020
Q1 | $1.51M | Buy |
16,798
+5,806
| +53% | +$523K | 0.22% | 58 |
|
|
2019
Q4 | $1.53M | Buy |
10,992
+183
| +2% | +$25.5K | 0.19% | 70 |
|
|
2019
Q3 | $1.27M | Buy |
10,809
+607
| +6% | +$71.4K | 0.18% | 70 |
|
|
2019
Q2 | $1.14M | Sell |
10,202
-158
| -2% | -$17.7K | 0.18% | 72 |
|
|
2019
Q1 | $1.05M | Sell |
10,360
-469
| -4% | -$47.5K | 0.18% | 72 |
|
|
2018
Q4 | $1.06M | Sell |
10,829
-83
| -0.8% | -$8.1K | 0.21% | 68 |
|
|
2018
Q3 | $1.23M | Buy |
10,912
+341
| +3% | +$38.5K | 0.23% | 62 |
|
|
2018
Q2 | $1.1M | Buy |
10,571
+636
| +6% | +$66.2K | 0.22% | 65 |
|
|
2018
Q1 | $1.09M | Buy |
9,935
+1,115
| +13% | +$123K | 0.25% | 55 |
|
|
2017
Q4 | $943K | Buy |
8,820
+1,784
| +25% | +$191K | 0.24% | 56 |
|
|
2017
Q3 | $672K | Buy |
+7,036
| New | +$672K | 0.2% | 64 |
|