WFA of San Diego’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 | $304K | Buy |
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|
2024
Q3 | $193K | Hold |
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|
2024
Q2 | $185K | Buy |
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|
2023
Q3 | $183K | Buy |
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|
2023
Q2 | $108K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $134K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $171K | Buy |
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|
2021
Q3 | $130K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $822K | Buy |
|