WestHill Financial Advisors’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 | $1.01M | Buy |
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|
2025
Q2 | $932K | Buy |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $763K | Buy |
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | $616K | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $204K | Buy |
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