West Family Investments’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
Q3 | $4.82M | Buy |
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|
2025
Q2 | $4.39M | Buy |
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|
2025
Q1 | $2.42M | Sell |
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|
2024
Q4 | $2.39M | Sell |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.89M | Hold |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.3M | Hold |
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|
2023
Q2 | $1.31M | Hold |
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|
2023
Q1 | $1.17M | Hold |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $933K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $525K | Sell |
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|
2019
Q1 | $477K | Hold |
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|
2018
Q4 | $460K | Hold |
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|
2018
Q3 | $531K | Sell |
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|
2018
Q2 | $751K | Hold |
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|
2018
Q1 | $793K | Buy |
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