Wealthspire Advisors (New York)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Buy |
79,379
+2,051
| +3% | +$595K | 0.13% | 74 |
|
|
2025
Q1 | $19M | Sell |
77,328
-1,180
| -2% | -$289K | 0.11% | 81 |
|
|
2024
Q4 | $18.8M | Buy |
78,508
+1,587
| +2% | +$380K | 0.19% | 64 |
|
|
2024
Q3 | $16.2M | Buy |
76,921
+3,060
| +4% | +$645K | 0.17% | 70 |
|
|
2024
Q2 | $14.9M | Buy |
73,861
+22,350
| +43% | +$4.52M | 0.19% | 57 |
|
|
2024
Q1 | $10.3M | Sell |
51,511
-3,024
| -6% | -$606K | 0.14% | 70 |
|
|
2023
Q4 | $9.28M | Buy |
54,535
+5,241
| +11% | +$891K | 0.13% | 76 |
|
|
2023
Q3 | $7.15M | Buy |
49,294
+13,049
| +36% | +$1.89M | 0.12% | 86 |
|
|
2023
Q2 | $5.27M | Buy |
36,245
+2,996
| +9% | +$436K | 0.09% | 95 |
|
|
2023
Q1 | $4.33M | Sell |
33,249
-7,402
| -18% | -$965K | 0.07% | 102 |
|
|
2022
Q4 | $5.45M | Buy |
40,651
+6,510
| +19% | +$873K | 0.1% | 93 |
|
|
2022
Q3 | $3.57M | Buy |
34,141
+213
| +0.6% | +$22.3K | 0.07% | 108 |
|
|
2022
Q2 | $3.82M | Buy |
33,928
+7,276
| +27% | +$819K | 0.08% | 103 |
|
|
2022
Q1 | $3.63M | Sell |
26,652
-8,050
| -23% | -$1.1M | 0.08% | 93 |
|
|
2021
Q4 | $5.5M | Sell |
34,702
-6,194
| -15% | -$981K | 0.12% | 78 |
|
|
2021
Q3 | $6.69M | Buy |
40,896
+15,110
| +59% | +$2.47M | 0.14% | 76 |
|
|
2021
Q2 | $4.01M | Sell |
25,786
-32,593
| -56% | -$5.07M | 0.11% | 74 |
|
|
2021
Q1 | $8.89M | Buy |
58,379
+7,611
| +15% | +$1.16M | 0.21% | 60 |
|
|
2020
Q4 | $6.45M | Buy |
50,768
+23,150
| +84% | +$2.94M | 0.19% | 62 |
|
|
2020
Q3 | $2.66M | Buy |
27,618
+4,661
| +20% | +$449K | 0.16% | 67 |
|
|
2020
Q2 | $2.16M | Sell |
22,957
-39,792
| -63% | -$3.74M | 0.15% | 62 |
|
|
2020
Q1 | $5.65M | Buy |
62,749
+50,143
| +398% | +$4.51M | 0.24% | 62 |
|
|
2019
Q4 | $1.76M | Buy |
12,606
+3,992
| +46% | +$556K | 0.13% | 45 |
|
|
2019
Q3 | $1.01M | Buy |
8,614
+5,073
| +143% | +$597K | 0.08% | 48 |
|
|
2019
Q2 | $396K | Buy |
+3,541
| New | +$396K | 0.03% | 54 |
|
|
2019
Q1 | – | Sell |
-4,369
| Closed | -$427K | – | 438 |
|
|
2018
Q4 | $427K | Buy |
+4,369
| New | +$427K | 0.04% | 39 |
|