West Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $179K | Hold |
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|
2025
Q2 | $164K | Hold |
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|
2025
Q1 | $139K | Sell |
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|
2024
Q4 | $145K | Buy |
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|
2024
Q3 | $36.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $10.2K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $108K | Buy |
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|
2021
Q4 | $119K | Hold |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $117K | Hold |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $95K | Buy |
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