Westside Investment Management’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 | $1.86M | Buy |
6,402
+416
| +7% | +$121K | 0.34% | 74 |
|
|
2025
Q1 | $1.47M | Sell |
5,986
-40
| -0.7% | -$9.81K | 0.31% | 87 |
|
|
2024
Q4 | $1.44M | Buy |
6,026
+141
| +2% | +$33.8K | 0.3% | 86 |
|
|
2024
Q3 | $1.24M | Sell |
5,885
-60
| -1% | -$12.6K | 0.26% | 98 |
|
|
2024
Q2 | $1.2M | Buy |
5,945
+129
| +2% | +$26.1K | 0.28% | 92 |
|
|
2024
Q1 | $1.16M | Sell |
5,816
-30
| -0.5% | -$6.01K | 0.28% | 91 |
|
|
2023
Q4 | $994K | Buy |
5,846
+317
| +6% | +$53.9K | 0.25% | 100 |
|
|
2023
Q3 | $802K | Buy |
5,529
+300
| +6% | +$43.5K | 0.23% | 106 |
|
|
2023
Q2 | $761K | Hold |
5,229
| – | – | 0.21% | 112 |
|
|
2023
Q1 | $682K | Buy |
5,229
+100
| +2% | +$13K | 0.2% | 111 |
|
|
2022
Q4 | $51.1K | Buy |
5,129
+733
| +17% | +$7.3K | 0.13% | 125 |
|
|
2022
Q3 | $39.6K | Buy |
4,396
+1,322
| +43% | +$11.9K | 0.09% | 139 |
|
|
2022
Q2 | $34.1K | Sell |
3,074
-24
| -0.8% | -$266 | 0.08% | 145 |
|
|
2022
Q1 | $38.9K | Buy |
3,098
+1,573
| +103% | +$19.7K | 0.09% | 141 |
|
|
2021
Q4 | $45.7K | Sell |
1,525
-75
| -5% | -$2.25K | 0.1% | 129 |
|
|
2021
Q3 | $46.8K | Buy |
1,600
+1
| +0.1% | +$29 | 0.11% | 126 |
|
|
2021
Q2 | $44.2K | Sell |
1,599
-1,137
| -42% | -$31.4K | 0.1% | 126 |
|
|
2021
Q1 | $43.5K | Sell |
2,736
-1,217
| -31% | -$19.3K | 0.11% | 119 |
|
|
2020
Q4 | $64K | Hold |
3,953
| – | – | 0.18% | 87 |
|
|
2020
Q3 | $48.5K | Buy |
3,953
+761
| +24% | +$9.33K | 0.02% | 93 |
|
|
2020
Q2 | $28.5K | Sell |
3,192
-700
| -18% | -$6.25K | 0.02% | 93 |
|
|
2020
Q1 | $27.3K | Buy |
+3,892
| New | +$27.3K | 0.02% | 107 |
|
|
2019
Q2 | $22.4K | Buy |
+4,010
| New | +$22.4K | 0.05% | 58 |
|
|
2018
Q4 | $404K | Buy |
4,135
+32
| +0.8% | +$3.13K | 0.15% | 101 |
|
|
2018
Q3 | $464K | Buy |
4,103
+213
| +5% | +$24.1K | 0.15% | 88 |
|
|
2018
Q2 | $410K | Buy |
3,890
+170
| +5% | +$17.9K | 0.14% | 102 |
|
|
2018
Q1 | $401K | Buy |
3,720
+1,275
| +52% | +$138K | 0.22% | 100 |
|
|
2017
Q4 | $265K | Buy |
2,445
+117
| +5% | +$12.7K | 0.14% | 136 |
|
|
2017
Q3 | $224K | Buy |
2,328
+16
| +0.7% | +$1.54K | 0.14% | 135 |
|
|
2017
Q2 | $215K | Buy |
2,312
+84
| +4% | +$7.83K | 0.14% | 131 |
|
|
2017
Q1 | $192K | Buy |
2,228
+850
| +62% | +$73.3K | 0.09% | 130 |
|
|
2016
Q4 | $120K | Buy |
+1,378
| New | +$120K | 0.08% | 120 |
|