Wealthfront Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102M | Buy |
351,484
+33,493
| +11% | +$9.71M | 0.26% | 42 |
|
|
2025
Q1 | $78M | Buy |
317,991
+28,829
| +10% | +$7.07M | 0.21% | 49 |
|
|
2024
Q4 | $69.3M | Buy |
289,162
+16,746
| +6% | +$4.01M | 0.2% | 49 |
|
|
2024
Q3 | $57.4M | Buy |
272,416
+1,507
| +0.6% | +$318K | 0.18% | 47 |
|
|
2024
Q2 | $54.8M | Buy |
270,909
+6,103
| +2% | +$1.23M | 0.18% | 46 |
|
|
2024
Q1 | $53M | Buy |
264,806
+1,494
| +0.6% | +$299K | 0.19% | 46 |
|
|
2023
Q4 | $44.8M | Buy |
263,312
+12,273
| +5% | +$2.09M | 0.17% | 45 |
|
|
2023
Q3 | $36.4M | Buy |
251,039
+3,044
| +1% | +$441K | 0.16% | 46 |
|
|
2023
Q2 | $36.1M | Sell |
247,995
-87
| -0% | -$12.7K | 0.15% | 45 |
|
|
2023
Q1 | $32.3M | Buy |
248,082
+3,661
| +1% | +$477K | 0.15% | 45 |
|
|
2022
Q4 | $32.8M | Buy |
244,421
+17,081
| +8% | +$2.29M | 0.16% | 41 |
|
|
2022
Q3 | $23.8M | Buy |
227,340
+12,055
| +6% | +$1.26M | 0.13% | 42 |
|
|
2022
Q2 | $24.2M | Buy |
215,285
+26,786
| +14% | +$3.02M | 0.12% | 44 |
|
|
2022
Q1 | $25.7M | Sell |
188,499
-15,627
| -8% | -$2.13M | 0.11% | 41 |
|
|
2021
Q4 | $32.3M | Buy |
204,126
+5,206
| +3% | +$824K | 0.14% | 34 |
|
|
2021
Q3 | $32.6M | Buy |
198,920
+22,238
| +13% | +$3.64M | 0.15% | 29 |
|
|
2021
Q2 | $27.5M | Buy |
176,682
+3,121
| +2% | +$485K | 0.13% | 29 |
|
|
2021
Q1 | $26.4M | Buy |
173,561
+13,894
| +9% | +$2.12M | 0.14% | 28 |
|
|
2020
Q4 | $20.3M | Buy |
159,667
+18,857
| +13% | +$2.4M | 0.12% | 31 |
|
|
2020
Q3 | $13.6M | Buy |
140,810
+5,673
| +4% | +$546K | 0.1% | 40 |
|
|
2020
Q2 | $12.7M | Buy |
135,137
+7,869
| +6% | +$740K | 0.1% | 41 |
|
|
2020
Q1 | $11.5M | Sell |
127,268
-32,683
| -20% | -$2.94M | 0.1% | 38 |
|
|
2019
Q4 | $22.3M | Buy |
159,951
+11,095
| +7% | +$1.55M | 0.17% | 27 |
|
|
2019
Q3 | $17.5M | Sell |
148,856
-463
| -0.3% | -$54.5K | 0.15% | 27 |
|
|
2019
Q2 | $16.7M | Buy |
149,319
+13,867
| +10% | +$1.55M | 0.15% | 27 |
|
|
2019
Q1 | $13.7M | Sell |
135,452
-5,015
| -4% | -$508K | 0.13% | 30 |
|
|
2018
Q4 | $13.7M | Buy |
+140,467
| New | +$13.7M | 0.15% | 29 |
|