West Family Investments’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 | $4.39M | Buy |
15,150
+5,272
| +53% | +$1.53M | 1.15% | 13 |
|
|
2025
Q1 | $2.42M | Sell |
9,878
-78
| -0.8% | -$19.1K | 0.91% | 17 |
|
|
2024
Q4 | $2.39M | Sell |
9,956
-138
| -1% | -$33.1K | 0.83% | 20 |
|
|
2024
Q3 | $2.13M | Buy |
10,094
+768
| +8% | +$162K | 0.72% | 23 |
|
|
2024
Q2 | $1.89M | Hold |
9,326
| – | – | 0.57% | 38 |
|
|
2024
Q1 | $1.87M | Buy |
9,326
+165
| +2% | +$33.1K | 0.58% | 39 |
|
|
2023
Q4 | $1.56M | Buy |
9,161
+166
| +2% | +$28.2K | 0.53% | 40 |
|
|
2023
Q3 | $1.3M | Hold |
8,995
| – | – | 0.46% | 49 |
|
|
2023
Q2 | $1.31M | Hold |
8,995
| – | – | 0.51% | 42 |
|
|
2023
Q1 | $1.17M | Hold |
8,995
| – | – | 0.46% | 53 |
|
|
2022
Q4 | $1.21M | Buy |
8,995
+64
| +0.7% | +$8.58K | 0.41% | 50 |
|
|
2022
Q3 | $933K | Sell |
8,931
-917
| -9% | -$95.8K | 0.39% | 55 |
|
|
2022
Q2 | $1.11M | Buy |
9,848
+7,379
| +299% | +$831K | 0.44% | 46 |
|
|
2022
Q1 | $337K | Sell |
2,469
-6,123
| -71% | -$836K | 0.1% | 173 |
|
|
2021
Q4 | $1.36M | Sell |
8,592
-834
| -9% | -$132K | 0.37% | 48 |
|
|
2021
Q3 | $1.54M | Buy |
9,426
+528
| +6% | +$86.4K | 0.4% | 40 |
|
|
2021
Q2 | $1.38M | Buy |
+8,898
| New | +$1.38M | 0.37% | 38 |
|
|
2019
Q3 | – | Sell |
-4,700
| Closed | -$525K | – | 79 |
|
|
2019
Q2 | $525K | Sell |
4,700
-10
| -0.2% | -$1.12K | 0.13% | 69 |
|
|
2019
Q1 | $477K | Hold |
4,710
| – | – | 0.12% | 72 |
|
|
2018
Q4 | $460K | Hold |
4,710
| – | – | 0.12% | 77 |
|
|
2018
Q3 | $531K | Sell |
4,710
-2,500
| -35% | -$282K | 0.13% | 69 |
|
|
2018
Q2 | $751K | Hold |
7,210
| – | – | 0.19% | 64 |
|
|
2018
Q1 | $793K | Buy |
+7,210
| New | +$793K | 0.21% | 63 |
|