WAS
WESPAC Advisors SoCal’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
39,738
+177
| +0.4% | +$51.3K | 2.57% | 12 |
|
|
2025
Q1 | $9.7M | Sell |
39,561
-1,705
| -4% | -$418K | 2.53% | 14 |
|
|
2024
Q4 | $9.89M | Sell |
41,266
-3,535
| -8% | -$847K | 2.24% | 14 |
|
|
2024
Q3 | $9.45M | Sell |
44,801
-304
| -0.7% | -$64.1K | 2.18% | 19 |
|
|
2024
Q2 | $9.12M | Sell |
45,105
-1,109
| -2% | -$224K | 2.29% | 19 |
|
|
2024
Q1 | $9.26M | Sell |
46,214
-785
| -2% | -$157K | 2.42% | 16 |
|
|
2023
Q4 | $7.99M | Buy |
46,999
+710
| +2% | +$121K | 2.33% | 16 |
|
|
2023
Q3 | $6.71M | Buy |
46,289
+247
| +0.5% | +$35.8K | 2.27% | 15 |
|
|
2023
Q2 | $6.7M | Buy |
46,042
+211
| +0.5% | +$30.7K | 2.29% | 15 |
|
|
2023
Q1 | $5.97M | Buy |
45,831
+218
| +0.5% | +$28.4K | 2.06% | 18 |
|
|
2022
Q4 | $6.12M | Buy |
45,613
+344
| +0.8% | +$46.1K | 2.27% | 17 |
|
|
2022
Q3 | $5.7M | Buy |
+45,269
| New | +$5.7M | 2.38% | 17 |
|
|
2020
Q1 | – | Sell |
-55,681
| Closed | -$7.76M | – | 86 |
|
|
2019
Q4 | $7.76M | Sell |
55,681
-2,398
| -4% | -$334K | 3.69% | 9 |
|
|
2019
Q3 | $6.84M | Buy |
58,079
+120
| +0.2% | +$14.1K | 3.38% | 9 |
|
|
2019
Q2 | $6.48M | Buy |
57,959
+5,380
| +10% | +$601K | 3.45% | 9 |
|
|
2019
Q1 | $5.32M | Buy |
52,579
+331
| +0.6% | +$33.5K | 2.94% | 15 |
|
|
2018
Q4 | $5.1M | Buy |
52,248
+899
| +2% | +$87.8K | 3.22% | 12 |
|
|
2018
Q3 | $5.79M | Sell |
51,349
-175
| -0.3% | -$19.7K | 2.91% | 12 |
|
|
2018
Q2 | $5.37M | Buy |
51,524
+350
| +0.7% | +$36.5K | 3.09% | 11 |
|
|
2018
Q1 | $5.63M | Buy |
51,174
+975
| +2% | +$107K | 3.26% | 7 |
|
|
2017
Q4 | $5.37M | Buy |
50,199
+60
| +0.1% | +$6.42K | 3.06% | 10 |
|
|
2017
Q3 | $4.79M | Sell |
50,139
-1,625
| -3% | -$155K | 2.85% | 15 |
|
|
2017
Q2 | $4.73M | Buy |
51,764
+2,040
| +4% | +$186K | 3.02% | 13 |
|
|
2017
Q1 | $4.37M | Buy |
49,724
+2,630
| +6% | +$231K | 2.71% | 15 |
|
|
2016
Q4 | $4.06M | Sell |
47,094
-1,065
| -2% | -$91.9K | 2.63% | 17 |
|
|
2016
Q3 | $3.21M | Sell |
48,159
-1,625
| -3% | -$108K | 2.16% | 22 |
|
|
2016
Q2 | $3.09M | Sell |
49,784
-1,225
| -2% | -$76.1K | 2.01% | 24 |
|
|
2016
Q1 | $3.02M | Sell |
51,009
-1,945
| -4% | -$115K | 2.22% | 21 |
|
|
2015
Q4 | $3.5M | Buy |
+52,954
| New | +$3.5M | 2.31% | 20 |
|