West Michigan Advisors’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 | $6.66M | Buy |
22,980
+389
| +2% | +$113K | 1.88% | 10 |
|
|
2025
Q1 | $5.54M | Sell |
22,591
-433
| -2% | -$106K | 1.84% | 9 |
|
|
2024
Q4 | $5.52M | Sell |
23,024
-499
| -2% | -$120K | 1.67% | 12 |
|
|
2024
Q3 | $4.96M | Buy |
23,523
+289
| +1% | +$60.9K | 1.5% | 13 |
|
|
2024
Q2 | $4.7M | Buy |
23,234
+317
| +1% | +$64.1K | 1.5% | 14 |
|
|
2024
Q1 | $4.59M | Sell |
22,917
-323
| -1% | -$64.7K | 1.49% | 13 |
|
|
2023
Q4 | $3.95M | Buy |
23,240
+2,104
| +10% | +$358K | 1.5% | 14 |
|
|
2023
Q3 | $3.07M | Buy |
21,136
+271
| +1% | +$39.3K | 1.64% | 16 |
|
|
2023
Q2 | $3.03M | Buy |
20,865
+4,583
| +28% | +$667K | 1.21% | 20 |
|
|
2023
Q1 | $2.12M | Buy |
16,282
+4,065
| +33% | +$530K | 1.2% | 18 |
|
|
2022
Q4 | $1.64M | Buy |
12,217
+24
| +0.2% | +$3.22K | 1.19% | 18 |
|
|
2022
Q3 | $1.28M | Buy |
12,193
+263
| +2% | +$27.5K | 1.11% | 24 |
|
|
2022
Q2 | $1.34M | Buy |
11,930
+725
| +6% | +$81.6K | 1.15% | 23 |
|
|
2022
Q1 | $1.53M | Buy |
11,205
+1,383
| +14% | +$188K | 1.03% | 23 |
|
|
2021
Q4 | $1.56M | Buy |
+9,822
| New | +$1.56M | 1.16% | 17 |
|