Westwood Wealth 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 | $958K | Buy |
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|
2025
Q2 | $841K | Buy |
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|
2025
Q1 | $684K | Hold |
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|
2024
Q4 | $668K | Sell |
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $564K | Hold |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $976K | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $974K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.29K | Sell |
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|
2021
Q4 | $2.45M | Buy |
|