WA
Wealthstream Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,425
+157
| +4% | +$45.5K | 0.21% | 42 |
|
|
2025
Q1 | $1.05M | Sell |
4,268
-96
| -2% | -$23.5K | 0.2% | 44 |
|
|
2024
Q4 | $1.05M | Sell |
4,364
-6
| -0.1% | -$1.44K | 0.19% | 45 |
|
|
2024
Q3 | $922K | Sell |
4,370
-50
| -1% | -$10.5K | 0.17% | 50 |
|
|
2024
Q2 | $894K | Sell |
4,420
-151
| -3% | -$30.5K | 0.33% | 48 |
|
|
2024
Q1 | $916K | Buy |
4,571
+42
| +0.9% | +$8.41K | 0.35% | 45 |
|
|
2023
Q4 | $770K | Buy |
4,529
+466
| +11% | +$79.3K | 0.32% | 51 |
|
|
2023
Q3 | $589K | Buy |
4,063
+246
| +6% | +$35.7K | 0.3% | 46 |
|
|
2023
Q2 | $555K | Buy |
3,817
+528
| +16% | +$76.8K | 0.29% | 47 |
|
|
2023
Q1 | $429K | Sell |
3,289
-38
| -1% | -$4.95K | 0.26% | 47 |
|
|
2022
Q4 | $446K | Buy |
3,327
+24
| +0.7% | +$3.22K | 0.29% | 45 |
|
|
2022
Q3 | $345K | Buy |
3,303
+884
| +37% | +$92.3K | 0.37% | 42 |
|
|
2022
Q2 | $272K | Buy |
2,419
+124
| +5% | +$13.9K | 0.27% | 50 |
|
|
2022
Q1 | $313K | Sell |
2,295
-221
| -9% | -$30.1K | 0.27% | 48 |
|
|
2021
Q4 | $398K | Buy |
+2,516
| New | +$398K | 0.34% | 41 |
|