Westend Capital Management’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
Q3
$52K Buy
2025
Q2
$39.1K Buy
2025
Q1
$25K Hold
2024
Q4
$24.4K Hold
2024
Q3
$21.5K Buy
2024
Q2
$9.66K Sell
2024
Q1
$58.5K Buy
2016
Q2
Sell
2016
Q1
$237K Buy