WESPAC Advisors’s JPMorgan Chase JPM Stock Holding History

WESPAC Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$684K	Buy	2,360 +1	+0%	+$290	0.48%	85
2025 Q1	$579K	Sell	2,359 -4,324	-65%	-$1.06M	0.47%	88
2024 Q4	$1.6M	Buy	6,683 +4,993	+295%	+$1.2M	1.18%	17
2024 Q3	$356K	Buy	1,690 +2	+0.1%	+$422	0.26%	114
2024 Q2	$341K	Sell	1,688 -57	-3%	-$11.5K	0.27%	120
2024 Q1	$350K	Sell	1,745 -158	-8%	-$31.6K	0.2%	128
2023 Q4	$324K	Sell	1,903 -45	-2%	-$7.65K	0.22%	112
2023 Q3	$282K	Hold	1,948	–	–	0.21%	113
2023 Q2	$283K	Sell	1,948 -290	-13%	-$42.2K	0.23%	102
2023 Q1	$292K	Sell	2,238 -6,890	-75%	-$898K	0.27%	88
2022 Q4	$1.22M	Buy	9,128 +84	+0.9%	+$11.3K	2.12%	11
2022 Q3	$945K	Buy	+9,044	New	+$945K	1.27%	23
2022 Q2	–	Sell	-1,689	Closed	-$230K	–	109
2022 Q1	$230K	Sell	1,689 -15,084	-90%	-$2.05M	0.25%	97
2021 Q4	$2.66M	Sell	16,773 -2,629	-14%	-$416K	1.78%	6
2021 Q3	$3.18M	Buy	19,402 +11,894	+158%	+$1.95M	1.96%	5
2021 Q2	$1.17M	Sell	7,508 -11,150	-60%	-$1.73M	2.24%	4
2021 Q1	$2.84M	Sell	18,658 -2,112	-10%	-$321K	2.12%	5
2020 Q4	$2.64M	Buy	20,770 +3,732	+22%	+$474K	2.04%	6
2020 Q3	$1.64M	Sell	17,038 -9,067	-35%	-$873K	2.03%	10
2020 Q2	$2.46M	Buy	+26,105	New	+$2.46M	2.79%	3
2020 Q1	–	Sell	-1,917	Closed	-$267K	–	72
2019 Q4	$267K	Buy	+1,917	New	+$267K	0.26%	84
2018 Q4	–	Sell	-7,058	Closed	-$796K	–	146
2018 Q3	$796K	Buy	7,058 +1,642	+30%	+$185K	0.46%	69
2018 Q2	$564K	Sell	5,416 -1,462	-21%	-$152K	0.58%	61
2018 Q1	$756K	Buy	6,878 +2,976	+76%	+$327K	0.46%	72
2017 Q4	$417K	Sell	3,902 -3,446	-47%	-$368K	0.39%	81
2017 Q3	$702K	Buy	7,348 +134	+2%	+$12.8K	0.46%	66
2017 Q2	$659K	Buy	+7,214	New	+$659K	0.45%	68
2016 Q4	–	Sell	-20,529	Closed	-$1.37M	–	126
2016 Q3	$1.37M	Sell	20,529 -1,718	-8%	-$114K	1.54%	24
2016 Q2	$1.38M	Buy	22,247 +2,914	+15%	+$181K	1.43%	24
2016 Q1	$1.15M	Buy	+19,333	New	+$1.15M	1.42%	29