WealthSource Partners’s JPMorgan Chase JPM Stock Holding History

WealthSource Partners’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.79M	Sell	22,301 -820	-4%	-$139K	0.25%	63
2023 Q3	$3.35M	Sell	23,121 -1,340	-5%	-$194K	0.23%	70
2023 Q2	$3.56M	Buy	24,461 +672	+3%	+$97.7K	0.23%	66
2023 Q1	$3.1M	Sell	23,789 -1,105	-4%	-$144K	0.21%	71
2022 Q4	$3.34M	Sell	24,894 -4,196	-14%	-$563K	0.24%	74
2022 Q3	$3.04M	Sell	29,090 -2,077	-7%	-$217K	0.23%	80
2022 Q2	$3.51M	Sell	31,167 -25,425	-45%	-$2.86M	0.26%	65
2022 Q1	$7.72M	Buy	56,592 +33,627	+146%	+$4.58M	0.52%	33
2021 Q4	$3.64M	Buy	22,965 +773	+3%	+$122K	0.29%	54
2021 Q3	$3.63M	Buy	22,192 +1,927	+10%	+$315K	0.32%	49
2021 Q2	$3.15M	Sell	20,265 -4,131	-17%	-$643K	0.28%	50
2021 Q1	$3.71M	Buy	24,396 +1,655	+7%	+$252K	0.37%	40
2020 Q4	$2.89M	Sell	22,741 -5,963	-21%	-$758K	0.34%	38
2020 Q3	$2.76M	Buy	28,704 +2,641	+10%	+$254K	0.37%	35
2020 Q2	$2.45M	Sell	26,063 -5,932	-19%	-$558K	0.35%	37
2020 Q1	$2.88M	Buy	31,995 +5,222	+20%	+$470K	0.45%	32
2019 Q4	$3.73M	Buy	26,773 +2,372	+10%	+$331K	0.49%	36
2019 Q3	$2.87M	Sell	24,401 -3,705	-13%	-$436K	0.43%	61
2019 Q2	$3.14M	Buy	28,106 +7,445	+36%	+$832K	0.5%	57
2019 Q1	$2.09M	Buy	20,661 +2,727	+15%	+$276K	0.47%	60
2018 Q4	$1.75M	Buy	17,934 +3,439	+24%	+$336K	0.5%	56
2018 Q3	$1.64M	Sell	14,495 -691	-5%	-$78K	0.43%	58
2018 Q2	$1.58M	Sell	15,186 -1,289	-8%	-$134K	0.44%	60
2018 Q1	$1.81M	Sell	16,475 -5,743	-26%	-$632K	0.55%	47
2017 Q4	$2.38M	Buy	22,218 +55	+0.2%	+$5.88K	0.74%	39
2017 Q3	$2.12M	Sell	22,163 -119	-0.5%	-$11.4K	0.7%	42
2017 Q2	$2.04M	Buy	22,282 +1,480	+7%	+$135K	0.69%	42
2017 Q1	$1.83M	Buy	20,802 +2,556	+14%	+$224K	0.67%	35
2016 Q4	$1.57M	Sell	18,246 -2,199	-11%	-$190K	0.66%	39
2016 Q3	$1.36M	Buy	20,445 +7,402	+57%	+$493K	0.5%	48
2016 Q2	$811K	Sell	13,043 -3,183	-20%	-$198K	0.3%	69
2016 Q1	$961K	Buy	+16,226	New	+$961K	0.39%	60