Wellspring Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
4,466
+317
| +8% | +$91.8K | 0.13% | 55 |
|
|
2025
Q1 | $1.02M | Buy |
4,149
+146
| +4% | +$35.8K | 0.11% | 57 |
|
|
2024
Q4 | $959K | Sell |
4,003
-322
| -7% | -$77.2K | 0.1% | 62 |
|
|
2024
Q3 | $912K | Buy |
4,325
+650
| +18% | +$137K | 0.11% | 58 |
|
|
2024
Q2 | $743K | Buy |
3,675
+403
| +12% | +$81.5K | 0.1% | 65 |
|
|
2024
Q1 | $655K | Buy |
3,272
+281
| +9% | +$56.3K | 0.1% | 60 |
|
|
2023
Q4 | $509K | Buy |
2,991
+17
| +0.6% | +$2.89K | 0.13% | 70 |
|
|
2023
Q3 | $431K | Buy |
2,974
+1,346
| +83% | +$195K | 0.13% | 65 |
|
|
2023
Q2 | $237K | Sell |
1,628
-49
| -3% | -$7.13K | 0.07% | 92 |
|
|
2023
Q1 | $219K | Sell |
1,677
-896
| -35% | -$117K | 0.06% | 103 |
|
|
2022
Q4 | $345K | Buy |
+2,573
| New | +$345K | 0.11% | 75 |
|
|
2022
Q3 | – | Sell |
-1,966
| Closed | -$221K | – | 102 |
|
|
2022
Q2 | $221K | Sell |
1,966
-50
| -2% | -$5.62K | 0.08% | 78 |
|
|
2022
Q1 | $275K | Sell |
2,016
-16
| -0.8% | -$2.18K | 0.08% | 73 |
|
|
2021
Q4 | $322K | Buy |
2,032
+127
| +7% | +$20.1K | 0.09% | 74 |
|
|
2021
Q3 | $312K | Hold |
1,905
| – | – | 0.09% | 72 |
|
|
2021
Q2 | $296K | Sell |
1,905
-1,016
| -35% | -$158K | 0.09% | 74 |
|
|
2021
Q1 | $263K | Buy |
2,921
+800
| +38% | +$72K | 0.13% | 69 |
|
|
2020
Q4 | $268K | Sell |
2,121
-298
| -12% | -$37.7K | 0.09% | 76 |
|
|
2020
Q3 | $233K | Sell |
2,419
-10
| -0.4% | -$963 | 0.09% | 79 |
|
|
2020
Q2 | $228K | Sell |
2,429
-492
| -17% | -$46.2K | 0.09% | 78 |
|
|
2020
Q1 | $263K | Buy |
+2,921
| New | +$263K | 0.13% | 69 |
|