Western Pacific Wealth 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 | $362K | Hold |
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|
2025
Q2 | $332K | Sell |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $129K | Buy |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $77K | Buy |
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