Websterrogers Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $362K | Hold |
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|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $323K | Buy |
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