WAM
WealthTrust Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Sell |
3,076
-608
| -17% | -$176K | 0.67% | 37 |
|
|
2025
Q1 | $904K | Sell |
3,684
-194
| -5% | -$47.6K | 0.67% | 32 |
|
|
2024
Q4 | $930K | Sell |
3,878
-112
| -3% | -$26.8K | 0.67% | 38 |
|
|
2024
Q3 | $841K | Buy |
3,990
+207
| +5% | +$43.6K | 0.63% | 39 |
|
|
2024
Q2 | $765K | Buy |
3,783
+8
| +0.2% | +$1.62K | 0.56% | 47 |
|
|
2024
Q1 | $756K | Sell |
3,775
-2,175
| -37% | -$436K | 0.58% | 42 |
|
|
2023
Q4 | $1.01M | Buy |
5,950
+4,436
| +293% | +$755K | 0.85% | 31 |
|
|
2023
Q3 | $220K | Buy |
1,514
+8
| +0.5% | +$1.16K | 0.2% | 66 |
|
|
2023
Q2 | $219K | Sell |
1,506
-43
| -3% | -$6.26K | 0.2% | 66 |
|
|
2023
Q1 | $202K | Buy |
1,549
+56
| +4% | +$7.3K | 0.19% | 69 |
|
|
2022
Q4 | $200K | Sell |
1,493
-657
| -31% | -$88.1K | 0.19% | 63 |
|
|
2022
Q3 | $225K | Buy |
2,150
+11
| +0.5% | +$1.15K | 0.24% | 57 |
|
|
2022
Q2 | $241K | Sell |
2,139
-13,693
| -86% | -$1.54M | 0.23% | 62 |
|
|
2022
Q1 | $2.16M | Sell |
15,832
-1,254
| -7% | -$171K | 1.54% | 21 |
|
|
2021
Q4 | $2.71M | Buy |
17,086
+414
| +2% | +$65.6K | 1.8% | 19 |
|
|
2021
Q3 | $2.73M | Buy |
16,672
+7,354
| +79% | +$1.2M | 2.43% | 13 |
|
|
2021
Q2 | $1.45M | Buy |
+9,318
| New | +$1.45M | 1.26% | 32 |
|