West Coast Financial’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 | – | Sell |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $459K | Sell |
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|
2021
Q4 | $629K | Buy |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $280K | Buy |
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|
2016
Q2 | $247K | Buy |
|