WAM
WFA Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
1,053
-163
| -13% | -$33K | 0.12% | 56 |
|
|
2025
Q1 | $244K | Buy |
1,216
+152
| +14% | +$30.5K | 0.13% | 53 |
|
|
2024
Q4 | $255K | Buy |
1,064
+6
| +0.6% | +$1.44K | 0.14% | 53 |
|
|
2024
Q3 | $223K | Buy |
1,058
+5
| +0.5% | +$1.05K | 0.12% | 54 |
|
|
2024
Q2 | $213K | Sell |
1,053
-163
| -13% | -$33K | 0.12% | 56 |
|
|
2024
Q1 | $244K | Buy |
1,216
+412
| +51% | +$82.6K | 0.13% | 53 |
|
|
2023
Q4 | $137K | Buy |
804
+6
| +0.8% | +$1.02K | 0.07% | 57 |
|
|
2023
Q3 | $116K | Buy |
798
+5
| +0.6% | +$726 | 0.07% | 66 |
|
|
2023
Q2 | $115K | Buy |
793
+5
| +0.6% | +$728 | 0.07% | 68 |
|
|
2023
Q1 | $103K | Buy |
788
+6
| +0.8% | +$782 | 0.06% | 72 |
|
|
2022
Q4 | $105K | Sell |
782
-567
| -42% | -$76.1K | 0.07% | 69 |
|
|
2022
Q3 | $141K | Buy |
1,349
+12
| +0.9% | +$1.25K | 0.1% | 58 |
|
|
2022
Q2 | $151K | Buy |
1,337
+11
| +0.8% | +$1.24K | 0.11% | 58 |
|
|
2022
Q1 | $181K | Buy |
1,326
+9
| +0.7% | +$1.23K | 0.12% | 52 |
|
|
2021
Q4 | $209K | Buy |
+1,317
| New | +$209K | 0.14% | 44 |
|