Western Financial Corp’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 | $814K | Sell |
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|
2025
Q2 | $766K | Buy |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $401K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $898K | Sell |
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|
2020
Q4 | $750K | Buy |
|