WESPAC Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $409K | Sell |
1,389
-495
| -26% | -$150K | 0.22% | 119 |
|
|
2025
Q4 | $607K | Sell |
1,884
-122
| -6% | -$37.8K | 0.33% | 93 |
|
|
2025
Q3 | $633K | Sell |
2,006
-354
| -15% | -$105K | 0.37% | 99 |
|
|
2025
Q2 | $684K | Buy |
2,360
+1
| +0% | +$255 | 0.48% | 85 |
|
|
2025
Q1 | $579K | Sell |
2,359
-4,324
| -65% | -$1.1M | 0.47% | 88 |
|
|
2024
Q4 | $1.6M | Buy |
6,683
+4,993
| +295% | +$1.16M | 1.18% | 17 |
|
|
2024
Q3 | $356K | Buy |
1,690
+2
| +0.1% | +$421 | 0.26% | 114 |
|
|
2024
Q2 | $341K | Sell |
1,688
-57
| -3% | -$11.1K | 0.27% | 120 |
|
|
2024
Q1 | $350K | Sell |
1,745
-158
| -8% | -$28.5K | 0.2% | 128 |
|
|
2023
Q4 | $324K | Sell |
1,903
-45
| -2% | -$6.82K | 0.22% | 112 |
|
|
2023
Q3 | $282K | Hold |
1,948
| – | – | 0.21% | 113 |
|
|
2023
Q2 | $283K | Sell |
1,948
-290
| -13% | -$39.9K | 0.23% | 102 |
|
|
2023
Q1 | $292K | Sell |
2,238
-6,890
| -75% | -$944K | 0.27% | 88 |
|
|
2022
Q4 | $1.22M | Buy |
9,128
+84
| +0.9% | +$10.6K | 2.12% | 11 |
|
|
2022
Q3 | $945K | Buy |
+9,044
| New | +$1.04M | 1.27% | 23 |
|
|
2022
Q2 | – | Sell |
-1,689
| Closed | -$230K | – | 109 |
|
|
2022
Q1 | $230K | Sell |
1,689
-15,084
| -90% | -$2.23M | 0.25% | 97 |
|
|
2021
Q4 | $2.66M | Sell |
16,773
-2,629
| -14% | -$432K | 1.78% | 6 |
|
|
2021
Q3 | $3.18M | Buy |
19,402
+11,894
| +158% | +$1.86M | 1.96% | 5 |
|
|
2021
Q2 | $1.17M | Sell |
7,508
-11,150
| -60% | -$1.75M | 2.24% | 4 |
|
|
2021
Q1 | $2.84M | Sell |
18,658
-2,112
| -10% | -$304K | 2.12% | 5 |
|
|
2020
Q4 | $2.64M | Buy |
20,770
+3,732
| +22% | +$417K | 2.04% | 6 |
|
|
2020
Q3 | $1.64M | Sell |
17,038
-9,067
| -35% | -$890K | 2.03% | 10 |
|
|
2020
Q2 | $2.46M | Buy |
+26,105
| New | +$2.48M | 2.79% | 3 |
|
|
2020
Q1 | – | Sell |
-1,917
| Closed | -$267K | – | 72 |
|
|
2019
Q4 | $267K | Buy |
+1,917
| New | +$246K | 0.26% | 84 |
|
|
2018
Q4 | – | Sell |
-7,058
| Closed | -$796K | – | 146 |
|
|
2018
Q3 | $796K | Buy |
7,058
+1,642
| +30% | +$186K | 0.46% | 69 |
|
|
2018
Q2 | $564K | Sell |
5,416
-1,462
| -21% | -$160K | 0.58% | 61 |
|
|
2018
Q1 | $756K | Buy |
6,878
+2,976
| +76% | +$337K | 0.46% | 72 |
|
|
2017
Q4 | $417K | Sell |
3,902
-3,446
| -47% | -$349K | 0.39% | 81 |
|
|
2017
Q3 | $702K | Buy |
7,348
+134
| +2% | +$12.4K | 0.46% | 66 |
|
|
2017
Q2 | $659K | Buy |
+7,214
| New | +$622K | 0.45% | 68 |
|
|
2016
Q4 | – | Sell |
-20,529
| Closed | -$1.37M | – | 126 |
|
|
2016
Q3 | $1.37M | Sell |
20,529
-1,718
| -8% | -$112K | 1.54% | 24 |
|
|
2016
Q2 | $1.38M | Buy |
22,247
+2,914
| +15% | +$182K | 1.43% | 24 |
|
|
2016
Q1 | $1.15M | Buy |
+19,333
| New | +$1.13M | 1.42% | 29 |
|
Other funds holding JPM
VCM
VPM
WESPAC Advisors's JPM Position: Q1 2026 in Review
WESPAC Advisors reduced its JPMorgan Chase (JPM) stake by 26% in Q1 2026, selling an estimated $150K and leaving 1,389 shares worth $409K. The position accounts for 0.22% of the portfolio, ranked #119.
WESPAC Advisors first reported a position in JPM in Q1 2016 and has held it in 33 quarters since. The position peaked at $3.18M in Q3 2021. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- WESPAC Advisors held 1,389 shares of JPMorgan Chase worth $409K as of Q1 2026.
- WESPAC Advisors sold 495 JPMorgan Chase shares in Q1 2026, an estimated $150K.
- JPMorgan Chase made up 0.22% of WESPAC Advisors's portfolio in Q1 2026, its #119 holding.
- WESPAC Advisors first reported a position in JPMorgan Chase in Q1 2016 and has held it in 33 quarters since.
- WESPAC Advisors's JPMorgan Chase position peaked at $3.18M in Q3 2021.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.