WFA Asset 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
Q2 | $213K | Sell |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $223K | Buy |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $116K | Buy |
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|
2023
Q2 | $115K | Buy |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $105K | Sell |
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|
2022
Q3 | $141K | Buy |
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|
2022
Q2 | $151K | Buy |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $209K | Buy |
|