WESPAC Advisors SoCal’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 | $11.5M | Buy |
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|
2025
Q1 | $9.7M | Sell |
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|
2024
Q4 | $9.89M | Sell |
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|
2024
Q3 | $9.45M | Sell |
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|
2024
Q2 | $9.12M | Sell |
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|
2024
Q1 | $9.26M | Sell |
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|
2023
Q4 | $7.99M | Buy |
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|
2023
Q3 | $6.71M | Buy |
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|
2023
Q2 | $6.7M | Buy |
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|
2023
Q1 | $5.97M | Buy |
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|
2022
Q4 | $6.12M | Buy |
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|
2022
Q3 | $5.7M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7.76M | Sell |
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|
2019
Q3 | $6.83M | Buy |
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|
2019
Q2 | $6.48M | Buy |
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|
2019
Q1 | $5.32M | Buy |
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|
2018
Q4 | $5.1M | Buy |
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|
2018
Q3 | $5.79M | Sell |
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|
2018
Q2 | $5.37M | Buy |
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|
2018
Q1 | $5.63M | Buy |
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|
2017
Q4 | $5.37M | Buy |
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|
2017
Q3 | $4.79M | Sell |
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|
2017
Q2 | $4.73M | Buy |
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|
2017
Q1 | $4.37M | Buy |
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|
2016
Q4 | $4.06M | Sell |
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|
2016
Q3 | $3.21M | Sell |
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|
2016
Q2 | $3.09M | Sell |
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|
2016
Q1 | $3.02M | Sell |
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|
2015
Q4 | $3.5M | Buy |
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