WFA
WestHill Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
3,216
+31
| +1% | +$8.99K | 0.2% | 32 |
|
|
2025
Q1 | $781K | Buy |
3,185
+1
| +0% | +$245 | 0.18% | 33 |
|
|
2024
Q4 | $763K | Buy |
3,184
+2
| +0.1% | +$479 | 0.17% | 33 |
|
|
2024
Q3 | $671K | Buy |
3,182
+86
| +3% | +$18.1K | 0.15% | 33 |
|
|
2024
Q2 | $626K | Buy |
3,096
+23
| +0.7% | +$4.65K | 0.15% | 31 |
|
|
2024
Q1 | $616K | Buy |
3,073
+1
| +0% | +$200 | 0.15% | 33 |
|
|
2023
Q4 | $523K | Buy |
3,072
+2
| +0.1% | +$340 | 0.14% | 33 |
|
|
2023
Q3 | $445K | Buy |
+3,070
| New | +$445K | 0.13% | 39 |
|
|
2022
Q2 | – | Sell |
-1,643
| Closed | -$224K | – | 116 |
|
|
2022
Q1 | $224K | Buy |
1,643
+352
| +27% | +$48K | 0.06% | 67 |
|
|
2021
Q4 | $204K | Buy |
+1,291
| New | +$204K | 0.06% | 73 |
|