WPA
Winning Points Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.38M | Buy |
+9,323
| New | +$1.38M | 2.32% | 6 |
|
|
2024
Q1 | $1.76M | Hold |
10,323
| – | – | 2.71% | 6 |
|
|
2023
Q4 | $1.76M | Buy |
10,323
+1,000
| +11% | +$170K | 2.71% | 6 |
|
|
2023
Q3 | $1.38M | Sell |
9,323
-1,000
| -10% | -$148K | 2.44% | 6 |
|
|
2023
Q2 | $1.76M | Sell |
10,323
-13,300
| -56% | -$2.26M | 2.71% | 6 |
|
|
2023
Q1 | $3.08M | Hold |
23,623
| – | – | 3.39% | 7 |
|
|
2022
Q4 | $3.17M | Buy |
23,623
+450
| +2% | +$60.3K | 4.04% | 6 |
|
|
2022
Q3 | $2.5M | Sell |
23,173
-6,130
| -21% | -$662K | 3.06% | 6 |
|
|
2022
Q2 | $3.3M | Buy |
29,303
+527
| +2% | +$59.3K | 3.62% | 5 |
|
|
2022
Q1 | $3.92M | Sell |
28,776
-1,909
| -6% | -$260K | 3.05% | 7 |
|
|
2021
Q4 | $3.43M | Buy |
30,685
+1,045
| +4% | +$117K | 2.49% | 14 |
|
|
2021
Q3 | $4.84M | Buy |
29,640
+750
| +3% | +$122K | 3.54% | 7 |
|
|
2021
Q2 | $4.5M | Sell |
28,890
-3,700
| -11% | -$576K | 3.37% | 7 |
|
|
2021
Q1 | $4.96M | Buy |
32,590
+697
| +2% | +$106K | 3.71% | 7 |
|
|
2020
Q4 | $4.05M | Sell |
31,893
-117
| -0.4% | -$14.9K | 3.26% | 8 |
|
|
2020
Q3 | $3.07M | Buy |
32,010
+478
| +2% | +$45.8K | 2.62% | 12 |
|
|
2020
Q2 | $2.97M | Buy |
31,532
+1,150
| +4% | +$108K | 2.83% | 12 |
|
|
2020
Q1 | $2.73M | Sell |
30,382
-303
| -1% | -$27.2K | 2.66% | 12 |
|
|
2019
Q4 | $4.28M | Hold |
30,685
| – | – | 2.73% | 10 |
|
|
2019
Q3 | $3.61M | Hold |
30,685
| – | – | 2.61% | 13 |
|
|
2019
Q2 | $3.43M | Hold |
30,685
| – | – | 2.49% | 14 |
|
|
2019
Q1 | $3.11M | Sell |
30,685
-195
| -0.6% | -$19.7K | 2.4% | 14 |
|
|
2018
Q4 | $3.07M | Hold |
30,880
| – | – | 2.63% | 11 |
|
|
2018
Q3 | $3.49M | Hold |
30,880
| – | – | 2.56% | 12 |
|
|
2018
Q2 | $3.22M | Hold |
30,880
| – | – | 2.57% | 12 |
|
|
2018
Q1 | $3.34M | Buy |
30,880
+170
| +0.6% | +$18.4K | 2.73% | 11 |
|
|
2017
Q4 | $3.29M | Sell |
30,710
-50
| -0.2% | -$5.36K | 2.68% | 10 |
|
|
2017
Q3 | $2.94M | Buy |
30,760
+2,000
| +7% | +$191K | 2.53% | 12 |
|
|
2017
Q2 | $2.67M | Sell |
28,760
-2,000
| -7% | -$186K | 2.61% | 10 |
|
|
2017
Q1 | $2.72M | Buy |
30,760
+117
| +0.4% | +$10.4K | 2.66% | 9 |
|
|
2016
Q4 | $2.64M | Buy |
+30,643
| New | +$2.64M | 2.89% | 11 |
|