Western Financial Corp’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 | $766K | Buy |
2,642
+38
| +1% | +$11K | 0.41% | 69 |
|
|
2025
Q1 | $639K | Buy |
2,604
+267
| +11% | +$65.5K | 0.37% | 81 |
|
|
2024
Q4 | $560K | Buy |
2,337
+348
| +17% | +$83.4K | 0.31% | 84 |
|
|
2024
Q3 | $419K | Buy |
1,989
+8
| +0.4% | +$1.69K | 0.24% | 88 |
|
|
2024
Q2 | $401K | Buy |
+1,981
| New | +$401K | 0.24% | 82 |
|
|
2023
Q3 | – | Sell |
-1,601
| Closed | -$233K | – | 116 |
|
|
2023
Q2 | $233K | Sell |
1,601
-120
| -7% | -$17.5K | 0.16% | 105 |
|
|
2023
Q1 | $224K | Buy |
1,721
+8
| +0.5% | +$1.04K | 0.16% | 109 |
|
|
2022
Q4 | $230K | Buy |
+1,713
| New | +$230K | 0.15% | 95 |
|
|
2022
Q2 | – | Sell |
-1,991
| Closed | -$271K | – | 99 |
|
|
2022
Q1 | $271K | Sell |
1,991
-5,105
| -72% | -$695K | 0.16% | 82 |
|
|
2021
Q4 | $1.12M | Buy |
7,096
+741
| +12% | +$117K | 0.59% | 33 |
|
|
2021
Q3 | $1.04M | Sell |
6,355
-17
| -0.3% | -$2.78K | 0.62% | 33 |
|
|
2021
Q2 | $991K | Buy |
6,372
+473
| +8% | +$73.6K | 0.54% | 34 |
|
|
2021
Q1 | $898K | Sell |
5,899
-5
| -0.1% | -$761 | 0.55% | 31 |
|
|
2020
Q4 | $750K | Buy |
+5,904
| New | +$750K | 0.49% | 34 |
|