West Coast Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-967
| Closed | -$237K | – | 82 |
|
|
2025
Q1 | $237K | Hold |
967
| – | – | 0.03% | 153 |
|
|
2024
Q4 | $232K | Sell |
967
-22
| -2% | -$5.27K | 0.03% | 155 |
|
|
2024
Q3 | $209K | Hold |
989
| – | – | 0.02% | 167 |
|
|
2024
Q2 | $200K | Buy |
+989
| New | +$200K | 0.02% | 165 |
|
|
2022
Q3 | – | Sell |
-2,319
| Closed | -$261K | – | 126 |
|
|
2022
Q2 | $261K | Sell |
2,319
-1,050
| -31% | -$118K | 0.05% | 103 |
|
|
2022
Q1 | $459K | Sell |
3,369
-603
| -15% | -$82.2K | 0.07% | 87 |
|
|
2021
Q4 | $629K | Buy |
3,972
+108
| +3% | +$17.1K | 0.09% | 81 |
|
|
2021
Q3 | $633K | Buy |
3,864
+1,883
| +95% | +$308K | 0.1% | 82 |
|
|
2021
Q2 | $308K | Buy |
1,981
+343
| +21% | +$53.3K | 0.05% | 109 |
|
|
2021
Q1 | $249K | Buy |
+1,638
| New | +$249K | 0.04% | 110 |
|
|
2016
Q4 | – | Sell |
-4,212
| Closed | -$280K | – | 131 |
|
|
2016
Q3 | $280K | Buy |
4,212
+243
| +6% | +$16.2K | 0.09% | 111 |
|
|
2016
Q2 | $247K | Buy |
+3,969
| New | +$247K | 0.09% | 93 |
|