WFA
Websterrogers Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
1,147
| – | – | 0.11% | 62 |
|
|
2025
Q1 | $282K | Hold |
1,147
| – | – | 0.1% | 66 |
|
|
2024
Q4 | $275K | Buy |
+1,147
| New | +$275K | 0.1% | 65 |
|
|
2024
Q2 | – | Sell |
-1,846
| Closed | -$370K | – | 71 |
|
|
2024
Q1 | $370K | Sell |
1,846
-290
| -14% | -$58.1K | 0.13% | 54 |
|
|
2023
Q4 | $363K | Sell |
2,136
-158
| -7% | -$26.9K | 0.15% | 52 |
|
|
2023
Q3 | $333K | Buy |
2,294
+14
| +0.6% | +$2.03K | 0.15% | 54 |
|
|
2023
Q2 | $332K | Buy |
2,280
+15
| +0.7% | +$2.18K | 0.14% | 52 |
|
|
2023
Q1 | $295K | Buy |
2,265
+16
| +0.7% | +$2.09K | 0.14% | 52 |
|
|
2022
Q4 | $302K | Buy |
2,249
+17
| +0.8% | +$2.28K | 0.15% | 51 |
|
|
2022
Q3 | $233K | Buy |
2,232
+89
| +4% | +$9.29K | 0.12% | 47 |
|
|
2022
Q2 | $241K | Sell |
2,143
-53
| -2% | -$5.96K | 0.12% | 52 |
|
|
2022
Q1 | $297K | Buy |
2,196
+98
| +5% | +$13.3K | 0.15% | 54 |
|
|
2021
Q4 | $332K | Sell |
2,098
-279
| -12% | -$44.2K | 0.08% | 53 |
|
|
2021
Q3 | $389K | Buy |
2,377
+12
| +0.5% | +$1.96K | 0.09% | 44 |
|
|
2021
Q2 | $348K | Buy |
2,365
+12
| +0.5% | +$1.77K | 0.08% | 45 |
|
|
2021
Q1 | $358K | Buy |
2,353
+14
| +0.6% | +$2.13K | 0.1% | 40 |
|
|
2020
Q4 | $323K | Buy |
+2,339
| New | +$323K | 0.09% | 39 |
|