Western Pacific Wealth 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 | $332K | Sell |
1,146
-170
| -13% | -$49.3K | 0.32% | 43 |
|
|
2025
Q1 | $323K | Hold |
1,316
| – | – | 0.29% | 44 |
|
|
2024
Q4 | $315K | Hold |
1,316
| – | – | 0.25% | 40 |
|
|
2024
Q3 | $277K | Hold |
1,316
| – | – | 0.18% | 35 |
|
|
2024
Q2 | $266K | Sell |
1,316
-41
| -3% | -$8.29K | 0.2% | 37 |
|
|
2024
Q1 | $272K | Buy |
1,357
+1
| +0.1% | +$200 | 0.2% | 35 |
|
|
2023
Q4 | $231K | Sell |
1,356
-330
| -20% | -$56.1K | 0.17% | 41 |
|
|
2023
Q3 | $245K | Hold |
1,686
| – | – | 0.2% | 32 |
|
|
2023
Q2 | $245K | Hold |
1,686
| – | – | 0.19% | 31 |
|
|
2023
Q1 | $220K | Sell |
1,686
-70
| -4% | -$9.12K | 0.17% | 33 |
|
|
2022
Q4 | $235K | Buy |
1,756
+520
| +42% | +$69.7K | 0.2% | 28 |
|
|
2022
Q3 | $129K | Buy |
1,236
+744
| +151% | +$77.7K | 0.13% | 39 |
|
|
2022
Q2 | $55K | Hold |
492
| – | – | 0.05% | 70 |
|
|
2022
Q1 | $67K | Hold |
492
| – | – | 0.05% | 73 |
|
|
2021
Q4 | $77K | Buy |
+492
| New | +$77K | 0.05% | 80 |
|