Wescott Financial Advisory Group’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 | $860K | Buy |
2,965
+22
| +0.7% | +$6.38K | 0.08% | 96 |
|
|
2025
Q1 | $722K | Buy |
2,943
+16
| +0.5% | +$3.93K | 0.07% | 94 |
|
|
2024
Q4 | $702K | Buy |
2,927
+313
| +12% | +$75K | 0.07% | 96 |
|
|
2024
Q3 | $551K | Buy |
2,614
+60
| +2% | +$12.7K | 0.06% | 107 |
|
|
2024
Q2 | $517K | Buy |
2,554
+94
| +4% | +$19K | 0.06% | 113 |
|
|
2024
Q1 | $493K | Sell |
2,460
-242
| -9% | -$48.5K | 0.06% | 109 |
|
|
2023
Q4 | $460K | Sell |
2,702
-5
| -0.2% | -$850 | 0.06% | 108 |
|
|
2023
Q3 | $393K | Sell |
2,707
-36
| -1% | -$5.22K | 0.07% | 111 |
|
|
2023
Q2 | $399K | Sell |
2,743
-516
| -16% | -$75.1K | 0.07% | 110 |
|
|
2023
Q1 | $425K | Buy |
3,259
+1,409
| +76% | +$184K | 0.09% | 104 |
|
|
2022
Q4 | $248K | Buy |
+1,850
| New | +$248K | 0.05% | 131 |
|
|
2021
Q4 | – | Sell |
-2,079
| Closed | -$340K | – | 74 |
|
|
2021
Q3 | $340K | Buy |
+2,079
| New | +$340K | 0.19% | 49 |
|