WA
WestEnd Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.1M | Sell |
169,492
-23,146
| -12% | -$6.71M | 1.22% | 22 |
|
|
2025
Q1 | $47.3M | Sell |
192,638
-10,229
| -5% | -$2.51M | 1.25% | 18 |
|
|
2024
Q4 | $48.6M | Buy |
202,867
+2,068
| +1% | +$496K | 1.24% | 19 |
|
|
2024
Q3 | $42.3M | Buy |
200,799
+200,728
| +282,715% | +$42.3M | 1.04% | 29 |
|
|
2024
Q2 | $14.4K | Buy |
71
+4
| +6% | +$811 | ﹤0.01% | 61 |
|
|
2024
Q1 | $13.5K | Buy |
67
+11
| +20% | +$2.21K | ﹤0.01% | 61 |
|
|
2023
Q4 | $9.55K | Sell |
56
-17
| -23% | -$2.9K | ﹤0.01% | 65 |
|
|
2023
Q3 | $10.6K | Buy |
+73
| New | +$10.6K | ﹤0.01% | 64 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 180 |
|
|
2023
Q1 | – | Sell |
-1,194
| Closed | -$160K | – | 57 |
|
|
2022
Q4 | $160K | Sell |
1,194
-11
| -0.9% | -$1.48K | 0.01% | 48 |
|
|
2022
Q3 | $126K | Sell |
1,205
-311,571
| -100% | -$32.6M | ﹤0.01% | 54 |
|
|
2022
Q2 | $35.2M | Buy |
+312,776
| New | +$35.2M | 1.11% | 27 |
|
|
2022
Q1 | – | Sell |
-273,365
| Closed | -$43.3M | – | 26 |
|
|
2021
Q4 | $43.3M | Buy |
+273,365
| New | +$43.3M | 1.18% | 27 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 24 |
|
|
2021
Q2 | – | Sell |
-288,304
| Closed | -$43.9M | – | 34 |
|
|
2021
Q1 | $43.9M | Sell |
288,304
-36,831
| -11% | -$5.61M | 1.76% | 21 |
|
|
2020
Q4 | $41.3M | Sell |
325,135
-11,788
| -3% | -$1.5M | 2.09% | 16 |
|
|
2020
Q3 | $32.4M | Buy |
336,923
+26,538
| +9% | +$2.55M | 1.91% | 29 |
|
|
2020
Q2 | $29.2M | Buy |
310,385
+7,147
| +2% | +$672K | 1.96% | 30 |
|
|
2020
Q1 | $27.3M | Buy |
303,238
+303,176
| +488,994% | +$27.3M | 2.28% | 25 |
|
|
2019
Q4 | $8.64K | Hold |
62
| – | – | ﹤0.01% | 45 |
|
|
2019
Q3 | $7.3K | Sell |
62
-1,575
| -96% | -$185K | ﹤0.01% | 45 |
|
|
2019
Q2 | $183K | Sell |
1,637
-339,864
| -100% | -$38M | 0.02% | 38 |
|
|
2019
Q1 | $34.6M | Buy |
341,501
+19,782
| +6% | +$2M | 3.25% | 22 |
|
|
2018
Q4 | $31.4M | Sell |
321,719
-15,643
| -5% | -$1.53M | 3.37% | 17 |
|
|
2018
Q3 | $38.1M | Sell |
337,362
-6,914
| -2% | -$780K | 3.64% | 16 |
|
|
2018
Q2 | $35.9M | Sell |
344,276
-81,008
| -19% | -$8.44M | 3.73% | 17 |
|
|
2018
Q1 | $46.8M | Sell |
425,284
-26,021
| -6% | -$2.86M | 4.41% | 4 |
|
|
2017
Q4 | $48.3M | Sell |
451,305
-79,799
| -15% | -$8.53M | 4.46% | 4 |
|
|
2017
Q3 | $50.7M | Sell |
531,104
-50,338
| -9% | -$4.81M | 4.45% | 13 |
|
|
2017
Q2 | $53.1M | Sell |
581,442
-41,661
| -7% | -$3.81M | 4.55% | 13 |
|
|
2017
Q1 | $54.7M | Buy |
+623,103
| New | +$54.7M | 4.57% | 18 |
|