WCA
Westover Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
45,400
-144
| -0.3% | -$41.7K | 2.63% | 9 |
|
|
2025
Q1 | $11.2M | Sell |
45,544
-680
| -1% | -$167K | 2.48% | 7 |
|
|
2024
Q4 | $11.1M | Buy |
46,224
+40
| +0.1% | +$9.59K | 2.44% | 8 |
|
|
2024
Q3 | $9.74M | Buy |
46,184
+3,022
| +7% | +$637K | 1.87% | 14 |
|
|
2024
Q2 | $8.73M | Buy |
43,162
+4,631
| +12% | +$937K | 2.25% | 9 |
|
|
2024
Q1 | $7.72M | Sell |
38,531
-693
| -2% | -$139K | 2.26% | 11 |
|
|
2023
Q4 | $6.67M | Buy |
39,224
+2,720
| +7% | +$463K | 2.17% | 10 |
|
|
2023
Q3 | $5.29M | Buy |
36,504
+4,664
| +15% | +$676K | 1.92% | 11 |
|
|
2023
Q2 | $4.63M | Buy |
31,840
+978
| +3% | +$142K | 1.61% | 14 |
|
|
2023
Q1 | $4.02M | Sell |
30,862
-67
| -0.2% | -$8.73K | 1.49% | 18 |
|
|
2022
Q4 | $4.15M | Sell |
30,929
-1,607
| -5% | -$215K | 1.64% | 17 |
|
|
2022
Q3 | $3.4M | Sell |
32,536
-86
| -0.3% | -$8.99K | 1.3% | 24 |
|
|
2022
Q2 | $3.67M | Buy |
32,622
+1,076
| +3% | +$121K | 1.36% | 24 |
|
|
2022
Q1 | $4.3M | Sell |
31,546
-1,230
| -4% | -$168K | 1.34% | 22 |
|
|
2021
Q4 | $5.19M | Sell |
32,776
-1,186
| -3% | -$188K | 1.51% | 20 |
|
|
2021
Q3 | $5.56M | Buy |
33,962
+1,230
| +4% | +$201K | 1.74% | 16 |
|
|
2021
Q2 | $5.09M | Sell |
32,732
-133
| -0.4% | -$20.7K | 1.63% | 17 |
|
|
2021
Q1 | $5M | Sell |
32,865
-379
| -1% | -$57.7K | 1.72% | 15 |
|
|
2020
Q4 | $4.22M | Sell |
33,244
-8,695
| -21% | -$1.1M | 1.52% | 24 |
|
|
2020
Q3 | $4.04M | Sell |
41,939
-486
| -1% | -$46.8K | 1.66% | 19 |
|
|
2020
Q2 | $3.99M | Buy |
42,425
+182
| +0.4% | +$17.1K | 1.87% | 14 |
|
|
2020
Q1 | $3.8M | Sell |
42,243
-370
| -0.9% | -$33.3K | 2.06% | 14 |
|
|
2019
Q4 | $5.94M | Sell |
42,613
-2,131
| -5% | -$297K | 2.66% | 8 |
|
|
2019
Q3 | $5.27M | Sell |
44,744
-296
| -0.7% | -$34.8K | 2.49% | 9 |
|
|
2019
Q2 | $5.04M | Buy |
45,040
+312
| +0.7% | +$34.9K | 2.49% | 10 |
|
|
2019
Q1 | $4.53M | Buy |
44,728
+2,872
| +7% | +$291K | 2.35% | 8 |
|
|
2018
Q4 | $4.09M | Buy |
41,856
+197
| +0.5% | +$19.2K | 2.56% | 7 |
|
|
2018
Q3 | $4.7M | Buy |
41,659
+2,927
| +8% | +$330K | 2.38% | 7 |
|
|
2018
Q2 | $4.04M | Sell |
38,732
-1,306
| -3% | -$136K | 2.17% | 9 |
|
|
2018
Q1 | $4.4M | Buy |
40,038
+14,138
| +55% | +$1.55M | 2.4% | 6 |
|
|
2017
Q4 | $2.77M | Buy |
25,900
+1,405
| +6% | +$150K | 1.52% | 19 |
|
|
2017
Q3 | $2.34M | Buy |
24,495
+5,261
| +27% | +$503K | 1.38% | 28 |
|
|
2017
Q2 | $1.76M | Sell |
19,234
-198
| -1% | -$18.1K | 1.16% | 30 |
|
|
2017
Q1 | $1.71M | Sell |
19,432
-5,591
| -22% | -$491K | 1.14% | 30 |
|
|
2016
Q4 | $2.16M | Sell |
25,023
-917
| -4% | -$79.1K | 1.55% | 25 |
|
|
2016
Q3 | $1.73M | Sell |
25,940
-1,798
| -6% | -$120K | 1.28% | 28 |
|
|
2016
Q2 | $1.72M | Sell |
27,738
-3,550
| -11% | -$221K | 1.41% | 27 |
|
|
2016
Q1 | $1.85M | Sell |
31,288
-701
| -2% | -$41.5K | 1.56% | 22 |
|
|
2015
Q4 | $2.11M | Sell |
31,989
-134
| -0.4% | -$8.85K | 1.76% | 21 |
|
|
2015
Q3 | $1.96M | Sell |
32,123
-44
| -0.1% | -$2.68K | 1.69% | 22 |
|
|
2015
Q2 | $2.18M | Buy |
32,167
+1,448
| +5% | +$98.1K | 1.73% | 23 |
|
|
2015
Q1 | $1.86M | Sell |
30,719
-13,523
| -31% | -$819K | 1.5% | 22 |
|
|
2014
Q4 | $2.77M | Sell |
44,242
-3,864
| -8% | -$242K | 2.37% | 14 |
|
|
2014
Q3 | $2.9M | Sell |
48,106
-1,302
| -3% | -$78.4K | 2.36% | 10 |
|
|
2014
Q2 | $2.85M | Sell |
49,408
-405
| -0.8% | -$23.3K | 2.4% | 11 |
|
|
2014
Q1 | $3.02M | Sell |
49,813
-216
| -0.4% | -$13.1K | 2.82% | 7 |
|
|
2013
Q4 | $2.93M | Sell |
50,029
-1,382
| -3% | -$80.8K | 2.79% | 8 |
|
|
2013
Q3 | $2.66M | Sell |
51,411
-7,306
| -12% | -$378K | 2.75% | 9 |
|
|
2013
Q2 | $3.1M | Buy |
+58,717
| New | +$3.1M | 3.04% | 3 |
|