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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $2.68M | Sell |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $2.41M | Sell |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.85M | Sell |
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|
2021
Q2 | $2.85M | Sell |
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|
2021
Q1 | $2.84M | Buy |
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|
2020
Q4 | $2.22M | Sell |
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|
2020
Q3 | $1.84M | Sell |
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|
2020
Q2 | $1.81M | Buy |
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|
2020
Q1 | $1.69M | Sell |
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|
2019
Q4 | $3.13M | Buy |
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|
2019
Q3 | $2.64M | Buy |
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|
2019
Q2 | $2.47M | Sell |
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|
2019
Q1 | $2.3M | Buy |
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|
2018
Q4 | $2.21M | Sell |
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|
2018
Q3 | $2.6M | Sell |
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|
2018
Q2 | $2.46M | Buy |
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|
2018
Q1 | $2.58M | Sell |
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|
2017
Q4 | $2.55M | Sell |
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|
2017
Q3 | $2.36M | Buy |
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|
2017
Q2 | $2.11M | Sell |
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|
2017
Q1 | $2.12M | Buy |
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|
2016
Q4 | $1.98M | Buy |
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