WestEnd 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 | $49.1M | Sell |
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|
2025
Q1 | $47.3M | Sell |
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|
2024
Q4 | $48.6M | Buy |
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|
2024
Q3 | $42.3M | Buy |
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|
2024
Q2 | $14.4K | Buy |
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|
2024
Q1 | $13.5K | Buy |
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|
2023
Q4 | $9.55K | Sell |
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|
2023
Q3 | $10.6K | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $160K | Sell |
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|
2022
Q3 | $126K | Sell |
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|
2022
Q2 | $35.2M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $43.3M | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $43.9M | Sell |
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|
2020
Q4 | $41.3M | Sell |
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|
2020
Q3 | $32.4M | Buy |
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|
2020
Q2 | $29.2M | Buy |
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|
2020
Q1 | $27.3M | Buy |
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|
2019
Q4 | $8.64K | Hold |
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|
2019
Q3 | $7.3K | Sell |
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|
2019
Q2 | $183K | Sell |
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|
2019
Q1 | $34.6M | Buy |
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|
2018
Q4 | $31.4M | Sell |
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|
2018
Q3 | $38.1M | Sell |
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|
2018
Q2 | $35.9M | Sell |
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|
2018
Q1 | $46.8M | Sell |
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|
2017
Q4 | $48.3M | Sell |
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|
2017
Q3 | $50.7M | Sell |
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|
2017
Q2 | $53.1M | Sell |
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|
2017
Q1 | $54.7M | Buy |
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