Wescott Financial Advisory Group’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 | $1.17M | Buy |
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|
2025
Q2 | $860K | Buy |
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|
2025
Q1 | $722K | Buy |
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|
2024
Q4 | $702K | Buy |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $340K | Buy |
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