Westshore Wealth’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 | $681K | Buy |
2,348
+2
| +0.1% | +$580 | 0.26% | 36 |
|
|
2025
Q1 | $575K | Sell |
2,346
-75
| -3% | -$18.4K | 0.24% | 32 |
|
|
2024
Q4 | $580K | Sell |
2,421
-47
| -2% | -$11.3K | 0.24% | 31 |
|
|
2024
Q3 | $520K | Buy |
2,468
+144
| +6% | +$30.4K | 0.21% | 35 |
|
|
2024
Q2 | $470K | Sell |
2,324
-11
| -0.5% | -$2.23K | 0.2% | 36 |
|
|
2024
Q1 | $468K | Sell |
2,335
-12
| -0.5% | -$2.4K | 0.19% | 41 |
|
|
2023
Q4 | $399K | Sell |
2,347
-68
| -3% | -$11.6K | 0.18% | 44 |
|
|
2023
Q3 | $350K | Buy |
2,415
+83
| +4% | +$12K | 0.19% | 43 |
|
|
2023
Q2 | $339K | Sell |
2,332
-1,614
| -41% | -$235K | 0.17% | 55 |
|
|
2023
Q1 | $514K | Buy |
3,946
+97
| +3% | +$12.6K | 0.27% | 38 |
|
|
2022
Q4 | $516K | Buy |
3,849
+1
| +0% | +$134 | 0.29% | 37 |
|
|
2022
Q3 | $402K | Buy |
3,848
+38
| +1% | +$3.97K | 0.28% | 38 |
|
|
2022
Q2 | $429K | Buy |
3,810
+130
| +4% | +$14.6K | 0.28% | 42 |
|
|
2022
Q1 | $502K | Buy |
3,680
+452
| +14% | +$61.7K | 0.34% | 38 |
|
|
2021
Q4 | $511K | Buy |
3,228
+263
| +9% | +$41.6K | 0.35% | 35 |
|
|
2021
Q3 | $485K | Sell |
2,965
-5,904
| -67% | -$966K | 0.39% | 37 |
|
|
2021
Q2 | $1.38M | Buy |
8,869
+13
| +0.1% | +$2.02K | 0.71% | 26 |
|
|
2021
Q1 | $1.35M | Buy |
+8,856
| New | +$1.35M | 0.77% | 26 |
|
|
2019
Q4 | $398K | Buy |
+2,853
| New | +$398K | 0.44% | 50 |
|