WOSD
WFA of San Diego’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
+1,050
| New | +$304K | 0.22% | 76 |
|
|
2024
Q3 | $193K | Hold |
917
| – | – | 0.16% | 93 |
|
|
2024
Q2 | $185K | Buy |
+917
| New | +$185K | 0.17% | 88 |
|
|
2023
Q3 | $183K | Buy |
1,264
+523
| +71% | +$75.8K | 0.19% | 84 |
|
|
2023
Q2 | $108K | Buy |
+741
| New | +$108K | 0.11% | 107 |
|
|
2023
Q1 | – | Sell |
-996
| Closed | -$134K | – | 248 |
|
|
2022
Q4 | $134K | Buy |
+996
| New | +$134K | 0.1% | 112 |
|
|
2022
Q3 | – | Sell |
-687
| Closed | -$77K | – | 241 |
|
|
2022
Q2 | $77K | Buy |
+687
| New | +$77K | 0.07% | 138 |
|
|
2022
Q1 | – | Sell |
-1,081
| Closed | -$171K | – | 125 |
|
|
2021
Q4 | $171K | Buy |
1,081
+284
| +36% | +$44.9K | 0.1% | 124 |
|
|
2021
Q3 | $130K | Buy |
+797
| New | +$130K | 0.09% | 124 |
|
|
2020
Q3 | – | Sell |
-5,981
| Closed | -$822K | – | 164 |
|
|
2020
Q2 | $822K | Buy |
+5,981
| New | +$822K | 0.19% | 114 |
|