Wellspring 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
Q2 | $1.29M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $959K | Sell |
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|
2024
Q3 | $912K | Buy |
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|
2024
Q2 | $743K | Buy |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $263K | Buy |
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