Westend Capital Management’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 | $39.1K | Buy |
135
+33
| +32% | +$9.57K | 0.01% | 83 |
|
|
2025
Q1 | $25K | Hold |
102
| – | – | 0.01% | 89 |
|
|
2024
Q4 | $24.5K | Hold |
102
| – | – | 0.01% | 88 |
|
|
2024
Q3 | $21.5K | Buy |
102
+55
| +117% | +$11.6K | 0.01% | 97 |
|
|
2024
Q2 | $9.66K | Sell |
47
-245
| -84% | -$50.3K | ﹤0.01% | 104 |
|
|
2024
Q1 | $58.5K | Buy |
+292
| New | +$58.5K | 0.02% | 67 |
|
|
2016
Q2 | – | Sell |
-4,000
| Closed | -$237K | – | 70 |
|
|
2016
Q1 | $237K | Buy |
+4,000
| New | +$237K | 0.32% | 56 |
|