Westshore Wealth’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
Q2 | $681K | Buy |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $429K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q3 | $485K | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2019
Q4 | $398K | Buy |
|