West Paces 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.22M | Sell |
10,954
-43
| -0.4% | -$13.1K | 0.62% | 22 |
|
|
2025
Q4 | $3.54M | Buy |
10,997
+40
| +0.4% | +$12.4K | 0.69% | 22 |
|
|
2025
Q3 | $3.46M | Sell |
10,957
-293
| -3% | -$87.1K | 0.69% | 22 |
|
|
2025
Q2 | $3.26M | Sell |
11,250
-56
| -0.5% | -$14.3K | 0.69% | 22 |
|
|
2025
Q1 | $2.77M | Buy |
11,306
+106
| +0.9% | +$27K | 0.63% | 21 |
|
|
2024
Q4 | $2.68M | Sell |
11,200
-194
| -2% | -$45.2K | 0.66% | 22 |
|
|
2024
Q3 | $2.4M | Buy |
11,394
+545
| +5% | +$115K | 0.59% | 24 |
|
|
2024
Q2 | $2.19M | Buy |
10,849
+551
| +5% | +$108K | 0.57% | 28 |
|
|
2024
Q1 | $2.06M | Buy |
10,298
+1,549
| +18% | +$280K | 0.54% | 28 |
|
|
2023
Q4 | $1.49M | Buy |
8,749
+29
| +0.3% | +$4.39K | 0.42% | 34 |
|
|
2023
Q3 | $1.26M | Sell |
8,720
-821
| -9% | -$123K | 0.4% | 35 |
|
|
2023
Q2 | $1.39M | Buy |
9,541
+65
| +0.7% | +$8.94K | 0.41% | 36 |
|
|
2023
Q1 | $1.23M | Sell |
9,476
-184
| -2% | -$25.2K | 0.38% | 38 |
|
|
2022
Q4 | $1.3M | Sell |
9,660
-1,279
| -12% | -$162K | 0.41% | 36 |
|
|
2022
Q3 | $1.14M | Sell |
10,939
-4,045
| -27% | -$464K | 0.41% | 37 |
|
|
2022
Q2 | $1.69M | Sell |
14,984
-2,686
| -15% | -$333K | 0.57% | 25 |
|
|
2022
Q1 | $2.41M | Sell |
17,670
-322
| -2% | -$47.5K | 0.75% | 19 |
|
|
2021
Q4 | $2.85M | Buy |
17,992
+551
| +3% | +$90.5K | 0.89% | 19 |
|
|
2021
Q3 | $2.85M | Sell |
17,441
-871
| -5% | -$137K | 1% | 17 |
|
|
2021
Q2 | $2.85M | Sell |
18,312
-332
| -2% | -$52.1K | 1.05% | 14 |
|
|
2021
Q1 | $2.84M | Buy |
18,644
+1,151
| +7% | +$166K | 1.14% | 13 |
|
|
2020
Q4 | $2.22M | Sell |
17,493
-1,605
| -8% | -$179K | 0.99% | 15 |
|
|
2020
Q3 | $1.84M | Sell |
19,098
-143
| -0.7% | -$14K | 0.94% | 15 |
|
|
2020
Q2 | $1.81M | Buy |
19,241
+476
| +3% | +$45.2K | 0.98% | 15 |
|
|
2020
Q1 | $1.69M | Sell |
18,765
-3,655
| -16% | -$444K | 1.07% | 18 |
|
|
2019
Q4 | $3.13M | Buy |
22,420
+18
| +0.1% | +$2.31K | 1.7% | 10 |
|
|
2019
Q3 | $2.64M | Buy |
22,402
+322
| +1% | +$36.4K | 1.58% | 10 |
|
|
2019
Q2 | $2.47M | Sell |
22,080
-631
| -3% | -$69.6K | 1.54% | 12 |
|
|
2019
Q1 | $2.3M | Buy |
22,711
+111
| +0.5% | +$11.4K | 1.61% | 11 |
|
|
2018
Q4 | $2.21M | Sell |
22,600
-432
| -2% | -$46K | 1.7% | 12 |
|
|
2018
Q3 | $2.6M | Sell |
23,032
-610
| -3% | -$69.2K | 1.87% | 9 |
|
|
2018
Q2 | $2.46M | Buy |
23,642
+209
| +0.9% | +$22.9K | 1.84% | 9 |
|
|
2018
Q1 | $2.58M | Sell |
23,433
-370
| -2% | -$41.9K | 1.92% | 10 |
|
|
2017
Q4 | $2.55M | Sell |
23,803
-877
| -4% | -$88.8K | 1.88% | 10 |
|
|
2017
Q3 | $2.36M | Buy |
24,680
+1,577
| +7% | +$145K | 1.78% | 10 |
|
|
2017
Q2 | $2.11M | Sell |
23,103
-1,079
| -4% | -$93.1K | 1.68% | 9 |
|
|
2017
Q1 | $2.12M | Buy |
24,182
+1,251
| +5% | +$110K | 1.69% | 9 |
|
|
2016
Q4 | $1.98M | Buy |
+22,931
| New | +$1.75M | 1.85% | 8 |
|
Other funds holding JPM
VCM
VPM
