WCG
Weaver Consulting Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
3,204
+30
| +0.9% | +$8.7K | 0.26% | 78 |
|
|
2025
Q1 | $779K | Sell |
3,174
-51
| -2% | -$12.5K | 0.23% | 83 |
|
|
2024
Q4 | $773K | Sell |
3,225
-9
| -0.3% | -$2.16K | 0.24% | 81 |
|
|
2024
Q3 | $682K | Sell |
3,234
-346
| -10% | -$73K | 0.22% | 88 |
|
|
2024
Q2 | $724K | Buy |
3,580
+584
| +19% | +$118K | 0.25% | 82 |
|
|
2024
Q1 | $600K | Sell |
2,996
-131
| -4% | -$26.2K | 0.22% | 85 |
|
|
2023
Q4 | $532K | Sell |
3,127
-4
| -0.1% | -$680 | 0.22% | 81 |
|
|
2023
Q3 | $454K | Sell |
3,131
-117
| -4% | -$17K | 0.21% | 89 |
|
|
2023
Q2 | $472K | Buy |
3,248
+58
| +2% | +$8.44K | 0.21% | 86 |
|
|
2023
Q1 | $416K | Sell |
3,190
-186
| -6% | -$24.2K | 0.19% | 99 |
|
|
2022
Q4 | $453K | Buy |
3,376
+28
| +0.8% | +$3.76K | 0.23% | 83 |
|
|
2022
Q3 | $350K | Buy |
3,348
+26
| +0.8% | +$2.72K | 0.2% | 96 |
|
|
2022
Q2 | $374K | Buy |
3,322
+101
| +3% | +$11.4K | 0.21% | 97 |
|
|
2022
Q1 | $439K | Buy |
3,221
+127
| +4% | +$17.3K | 0.21% | 88 |
|
|
2021
Q4 | $490K | Buy |
3,094
+59
| +2% | +$9.34K | 0.24% | 74 |
|
|
2021
Q3 | $497K | Buy |
3,035
+137
| +5% | +$22.4K | 0.27% | 68 |
|
|
2021
Q2 | $451K | Buy |
2,898
+278
| +11% | +$43.3K | 0.25% | 82 |
|
|
2021
Q1 | $399K | Sell |
2,620
-50
| -2% | -$7.62K | 0.25% | 82 |
|
|
2020
Q4 | $339K | Buy |
2,670
+20
| +0.8% | +$2.54K | 0.21% | 92 |
|
|
2020
Q3 | $255K | Buy |
2,650
+150
| +6% | +$14.4K | 0.15% | 103 |
|
|
2020
Q2 | $235K | Buy |
2,500
+539
| +27% | +$50.7K | 0.14% | 104 |
|
|
2020
Q1 | $177K | Buy |
1,961
+115
| +6% | +$10.4K | 0.12% | 114 |
|
|
2019
Q4 | $217K | Buy |
1,846
+56
| +3% | +$6.58K | 0.12% | 105 |
|
|
2019
Q3 | $207K | Buy |
1,790
+722
| +68% | +$83.5K | 0.11% | 100 |
|
|
2019
Q2 | $119K | Hold |
1,068
| – | – | 0.06% | 135 |
|
|
2019
Q1 | $118K | Buy |
+1,068
| New | +$118K | 0.03% | 297 |
|