Westmount Partners’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 | $2.58M | Sell |
8,883
-8
| -0.1% | -$2.32K | 0.71% | 28 |
|
|
2025
Q1 | $2.18M | Sell |
8,891
-630
| -7% | -$155K | 0.67% | 33 |
|
|
2024
Q4 | $2.28M | Sell |
9,521
-473
| -5% | -$113K | 0.69% | 31 |
|
|
2024
Q3 | $2.11M | Sell |
9,994
-417
| -4% | -$87.9K | 0.63% | 34 |
|
|
2024
Q2 | $2.14M | Sell |
10,411
-501
| -5% | -$103K | 0.71% | 29 |
|
|
2024
Q1 | $2.19M | Sell |
10,912
-138
| -1% | -$27.6K | 0.79% | 29 |
|
|
2023
Q4 | $1.88M | Buy |
11,050
+111
| +1% | +$18.9K | 0.77% | 28 |
|
|
2023
Q3 | $1.59M | Buy |
10,939
+124
| +1% | +$18K | 0.7% | 32 |
|
|
2023
Q2 | $1.57M | Buy |
10,815
+163
| +2% | +$23.7K | 0.68% | 32 |
|
|
2023
Q1 | $1.39M | Buy |
10,652
+1,509
| +17% | +$197K | 0.64% | 32 |
|
|
2022
Q4 | $1.23M | Buy |
+9,143
| New | +$1.23M | 0.64% | 31 |
|