Westwood Wealth 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 | $841K | Buy |
2,902
+115
| +4% | +$33.3K | 0.28% | 32 |
|
|
2025
Q1 | $684K | Hold |
2,787
| – | – | 0.29% | 33 |
|
|
2024
Q4 | $668K | Sell |
2,787
-16
| -0.6% | -$3.84K | 0.24% | 30 |
|
|
2024
Q3 | $591K | Buy |
2,803
+16
| +0.6% | +$3.37K | 0.23% | 30 |
|
|
2024
Q2 | $564K | Hold |
2,787
| – | – | 0.21% | 31 |
|
|
2024
Q1 | $558K | Sell |
2,787
-100
| -3% | -$20K | 0.27% | 29 |
|
|
2023
Q4 | $491K | Sell |
2,887
-925
| -24% | -$157K | 0.38% | 25 |
|
|
2023
Q3 | $553K | Sell |
3,812
-3,750
| -50% | -$544K | 0.37% | 26 |
|
|
2023
Q2 | $1.1M | Buy |
7,562
+75
| +1% | +$10.9K | 0.77% | 19 |
|
|
2023
Q1 | $976K | Sell |
7,487
-1,400
| -16% | -$182K | 0.87% | 20 |
|
|
2022
Q4 | $1.19M | Sell |
8,887
-435
| -5% | -$58.3K | 1.43% | 14 |
|
|
2022
Q3 | $974K | Sell |
9,322
-90
| -1% | -$9.4K | 0.88% | 13 |
|
|
2022
Q2 | $1.06M | Sell |
9,412
-60
| -0.6% | -$6.76K | 1.22% | 12 |
|
|
2022
Q1 | $1.29K | Sell |
9,472
-6,020
| -39% | -$821 | 0.5% | 22 |
|
|
2021
Q4 | $2.45M | Buy |
+15,492
| New | +$2.45M | 1.05% | 17 |
|