Westside Investment Management’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 | $2.29M | Buy |
|
|||||
|
2025
Q2 | $1.86M | Buy |
|
|||||
|
2025
Q1 | $1.47M | Sell |
|
|||||
|
2024
Q4 | $1.44M | Buy |
|
|||||
|
2024
Q3 | $1.24M | Sell |
|
|||||
|
2024
Q2 | $1.2M | Buy |
|
|||||
|
2024
Q1 | $1.16M | Sell |
|
|||||
|
2023
Q4 | $994K | Buy |
|
|||||
|
2023
Q3 | $802K | Buy |
|
|||||
|
2023
Q2 | $761K | Hold |
|
|||||
|
2023
Q1 | $682K | Buy |
|
|||||
|
2022
Q4 | $51.1K | Buy |
|
|||||
|
2022
Q3 | $39.6K | Buy |
|
|||||
|
2022
Q2 | $34.1K | Sell |
|
|||||
|
2022
Q1 | $38.9K | Buy |
|
|||||
|
2021
Q4 | $45.7K | Sell |
|
|||||
|
2021
Q3 | $46.8K | Buy |
|
|||||
|
2021
Q2 | $44.2K | Sell |
|
|||||
|
2021
Q1 | $43.5K | Sell |
|
|||||
|
2020
Q4 | $64K | Hold |
|
|||||
|
2020
Q3 | $48.5K | Buy |
|
|||||
|
2020
Q2 | $28.5K | Sell |
|
|||||
|
2020
Q1 | $27.3K | Buy |
|
|||||
|
2019
Q2 | $22.4K | Buy |
|
|||||
|
2018
Q4 | $404K | Buy |
|
|||||
|
2018
Q3 | $464K | Buy |
|
|||||
|
2018
Q2 | $410K | Buy |
|
|||||
|
2018
Q1 | $401K | Buy |
|
|||||
|
2017
Q4 | $265K | Buy |
|
|||||
|
2017
Q3 | $224K | Buy |
|
|||||
|
2017
Q2 | $215K | Buy |
|
|||||
|
2017
Q1 | $192K | Buy |
|
|||||
|
2016
Q4 | $120K | Buy |
|