Western 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 | $11.2M | Buy |
38,535
+2,257
| +6% | +$654K | 0.66% | 27 |
|
|
2025
Q1 | $8.9M | Buy |
36,278
+1,095
| +3% | +$269K | 0.59% | 36 |
|
|
2024
Q4 | $8.43M | Sell |
35,183
-16,744
| -32% | -$4.01M | 0.55% | 38 |
|
|
2024
Q3 | $10.9M | Buy |
51,927
+18,839
| +57% | +$3.97M | 0.62% | 31 |
|
|
2024
Q2 | $6.69M | Buy |
33,088
+1,480
| +5% | +$299K | 0.5% | 39 |
|
|
2024
Q1 | $6.33M | Sell |
31,608
-19,323
| -38% | -$3.87M | 0.49% | 41 |
|
|
2023
Q4 | $8.66M | Buy |
50,931
+736
| +1% | +$125K | 0.62% | 30 |
|
|
2023
Q3 | $7.28M | Buy |
50,195
+3,326
| +7% | +$482K | 0.62% | 32 |
|
|
2023
Q2 | $6.82M | Buy |
46,869
+1,717
| +4% | +$250K | 0.58% | 32 |
|
|
2023
Q1 | $5.88M | Buy |
45,152
+1,734
| +4% | +$226K | 0.55% | 35 |
|
|
2022
Q4 | $5.82M | Sell |
43,418
-22,984
| -35% | -$3.08M | 0.6% | 31 |
|
|
2022
Q3 | $7.31M | Buy |
66,402
+8,630
| +15% | +$950K | 0.42% | 48 |
|
|
2022
Q2 | $6.54M | Sell |
57,772
-11,198
| -16% | -$1.27M | 0.38% | 54 |
|
|
2022
Q1 | $9.4M | Buy |
68,970
+37,812
| +121% | +$5.15M | 0.46% | 38 |
|
|
2021
Q4 | $4.94M | Buy |
+31,158
| New | +$4.94M | 0.49% | 39 |
|
|
2021
Q2 | $5.34M | Buy |
34,290
+9,886
| +41% | +$1.54M | 0.55% | 29 |
|
|
2021
Q1 | $3.72M | Buy |
24,404
+1,480
| +6% | +$225K | 0.5% | 34 |
|
|
2020
Q4 | $2.91M | Sell |
22,924
-1,837
| -7% | -$233K | 0.43% | 47 |
|
|
2020
Q3 | $2.39M | Buy |
24,761
+576
| +2% | +$55.5K | 0.39% | 53 |
|
|
2020
Q2 | $2.28M | Buy |
24,185
+899
| +4% | +$84.6K | 0.41% | 47 |
|
|
2020
Q1 | $2.1M | Buy |
23,286
+2,309
| +11% | +$209K | 0.48% | 44 |
|
|
2019
Q4 | $2.92M | Sell |
20,977
-1,566
| -7% | -$218K | 0.44% | 48 |
|
|
2019
Q3 | $2.66M | Sell |
22,543
-864
| -4% | -$102K | 0.55% | 36 |
|
|
2019
Q2 | $2.62M | Sell |
23,407
-886
| -4% | -$99.3K | 0.34% | 59 |
|
|
2019
Q1 | $2.46M | Buy |
24,293
+1,569
| +7% | +$159K | 0.55% | 37 |
|
|
2018
Q4 | $2.23M | Buy |
+22,724
| New | +$2.23M | 0.6% | 36 |
|