Westfuller Advisors’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 | $1.33M | Buy |
4,588
+128
| +3% | +$37.1K | 0.76% | 33 |
|
|
2025
Q1 | $1.09M | Buy |
4,460
+21
| +0.5% | +$5.15K | 0.73% | 33 |
|
|
2024
Q4 | $1.06M | Sell |
4,439
-23
| -0.5% | -$5.51K | 0.68% | 39 |
|
|
2024
Q3 | $941K | Buy |
+4,462
| New | +$941K | 0.68% | 39 |
|
|
2024
Q1 | $823K | Buy |
+4,107
| New | +$823K | 0.99% | 34 |
|