West Wealth Group’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 | $719K | Buy |
2,466
+440
| +22% | +$128K | 0.18% | 42 |
|
|
2025
Q1 | $494K | Buy |
2,026
+158
| +8% | +$38.5K | 0.15% | 50 |
|
|
2024
Q4 | $448K | Buy |
1,868
+541
| +41% | +$130K | 0.13% | 52 |
|
|
2024
Q3 | $280K | Buy |
1,327
+46
| +4% | +$9.7K | 0.09% | 68 |
|
|
2024
Q2 | $259K | Buy |
1,281
+5
| +0.4% | +$1.01K | 0.09% | 69 |
|
|
2024
Q1 | $256K | Buy |
1,276
+4
| +0.3% | +$801 | 0.09% | 71 |
|
|
2023
Q4 | $216K | Buy |
+1,272
| New | +$216K | 0.09% | 76 |
|
|
2022
Q1 | – | Sell |
-1,471
| Closed | -$233K | – | 69 |
|
|
2021
Q4 | $233K | Buy |
+1,471
| New | +$233K | 0.09% | 55 |
|