WIA
Westbourne Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
8,890
+400
| +5% | +$116K | 0.78% | 32 |
|
|
2025
Q1 | $2.08M | Hold |
8,490
| – | – | 0.74% | 32 |
|
|
2024
Q4 | $2.04M | Buy |
8,490
+105
| +1% | +$25.2K | 0.7% | 31 |
|
|
2024
Q3 | $1.77M | Sell |
8,385
-100
| -1% | -$21.1K | 0.62% | 36 |
|
|
2024
Q2 | $1.72M | Sell |
8,485
-68
| -0.8% | -$13.8K | 0.62% | 34 |
|
|
2024
Q1 | $1.71M | Sell |
8,553
-42
| -0.5% | -$8.41K | 0.63% | 34 |
|
|
2023
Q4 | $1.46M | Hold |
8,595
| – | – | 0.59% | 38 |
|
|
2023
Q3 | $1.25M | Sell |
8,595
-183
| -2% | -$26.5K | 0.57% | 41 |
|
|
2023
Q2 | $1.28M | Buy |
8,778
+343
| +4% | +$49.9K | 0.57% | 43 |
|
|
2023
Q1 | $1.1M | Hold |
8,435
| – | – | 0.53% | 45 |
|
|
2022
Q4 | $1.13M | Sell |
8,435
-1,925
| -19% | -$258K | 0.57% | 43 |
|
|
2022
Q3 | $1.08M | Sell |
10,360
-315
| -3% | -$32.9K | 0.57% | 46 |
|
|
2022
Q2 | $1.2M | Hold |
10,675
| – | – | 0.75% | 41 |
|
|
2022
Q1 | $1.46M | Sell |
10,675
-215
| -2% | -$29.3K | 0.6% | 42 |
|
|
2021
Q4 | $1.72M | Buy |
10,890
+500
| +5% | +$79.2K | 0.68% | 40 |
|
|
2021
Q3 | $1.7M | Buy |
10,390
+130
| +1% | +$21.3K | 0.77% | 35 |
|
|
2021
Q2 | $1.6M | Sell |
10,260
-75
| -0.7% | -$11.7K | 0.72% | 35 |
|
|
2021
Q1 | $1.57M | Sell |
10,335
-695
| -6% | -$106K | 0.78% | 35 |
|
|
2020
Q4 | $1.4M | Buy |
+11,030
| New | +$1.4M | 0.82% | 32 |
|
|
2020
Q2 | – | Sell |
-10,930
| Closed | -$984K | – | 67 |
|
|
2020
Q1 | $984K | Sell |
10,930
-255
| -2% | -$23K | 0.91% | 32 |
|
|
2019
Q4 | $1.56M | Buy |
11,185
+900
| +9% | +$125K | 1.06% | 29 |
|
|
2019
Q3 | $1.21M | Hold |
10,285
| – | – | 0.9% | 31 |
|
|
2019
Q2 | $1.15M | Buy |
10,285
+425
| +4% | +$47.5K | 0.93% | 32 |
|
|
2019
Q1 | $998K | Sell |
9,860
-40
| -0.4% | -$4.05K | 0.76% | 39 |
|
|
2018
Q4 | $966K | Buy |
9,900
+1,700
| +21% | +$166K | 0.83% | 39 |
|
|
2018
Q3 | $925K | Buy |
8,200
+2,985
| +57% | +$337K | 0.67% | 42 |
|
|
2018
Q2 | $543K | Sell |
5,215
-16
| -0.3% | -$1.67K | 0.47% | 58 |
|
|
2018
Q1 | $575K | Hold |
5,231
| – | – | 0.46% | 62 |
|
|
2017
Q4 | $559K | Sell |
5,231
-75
| -1% | -$8.02K | 0.42% | 62 |
|
|
2017
Q3 | $507K | Hold |
5,306
| – | – | 0.4% | 64 |
|
|
2017
Q2 | $485K | Sell |
5,306
-25
| -0.5% | -$2.29K | 0.39% | 68 |
|
|
2017
Q1 | $468K | Sell |
5,331
-100
| -2% | -$8.78K | 0.39% | 67 |
|
|
2016
Q4 | $469K | Sell |
5,431
-300
| -5% | -$25.9K | 0.41% | 63 |
|
|
2016
Q3 | $382K | Buy |
5,731
+250
| +5% | +$16.7K | 0.34% | 75 |
|
|
2016
Q2 | $341K | Buy |
5,481
+400
| +8% | +$24.9K | 0.31% | 79 |
|
|
2016
Q1 | $301K | Hold |
5,081
| – | – | 0.29% | 81 |
|
|
2015
Q4 | $335K | Hold |
5,081
| – | – | 0.32% | 76 |
|
|
2015
Q3 | $310K | Hold |
5,081
| – | – | 0.31% | 80 |
|
|
2015
Q2 | $344K | Buy |
+5,081
| New | +$344K | 0.31% | 84 |
|