WFA
West Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Hold |
566
| – | – | 0.03% | 63 |
|
|
2025
Q1 | $139K | Sell |
566
-37
| -6% | -$9.08K | 0.03% | 72 |
|
|
2024
Q4 | $145K | Buy |
603
+428
| +245% | +$103K | 0.03% | 68 |
|
|
2024
Q3 | $36.9K | Buy |
+175
| New | +$36.9K | 0.01% | 100 |
|
|
2023
Q4 | – | Sell |
-70
| Closed | -$10.2K | – | 184 |
|
|
2023
Q3 | $10.2K | Buy |
+70
| New | +$10.2K | ﹤0.01% | 129 |
|
|
2022
Q4 | – | Sell |
-750
| Closed | -$78K | – | 185 |
|
|
2022
Q3 | $78K | Hold |
750
| – | – | 0.02% | 87 |
|
|
2022
Q2 | $84K | Sell |
750
-41
| -5% | -$4.59K | 0.02% | 85 |
|
|
2022
Q1 | $108K | Buy |
791
+41
| +5% | +$5.6K | 0.03% | 78 |
|
|
2021
Q4 | $119K | Hold |
750
| – | – | 0.03% | 78 |
|
|
2021
Q3 | $123K | Hold |
750
| – | – | 0.04% | 72 |
|
|
2021
Q2 | $117K | Hold |
750
| – | – | 0.04% | 67 |
|
|
2021
Q1 | $114K | Hold |
750
| – | – | 0.04% | 69 |
|
|
2020
Q4 | $95K | Buy |
+750
| New | +$95K | 0.03% | 73 |
|