WMG Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
2,909
+17
| +0.6% | +$4.93K | 0.31% | 50 |
|
|
2025
Q1 | $709K | Buy |
2,892
+58
| +2% | +$14.2K | 0.3% | 52 |
|
|
2024
Q4 | $679K | Buy |
2,834
+146
| +5% | +$35K | 0.29% | 55 |
|
|
2024
Q3 | $567K | Buy |
2,688
+157
| +6% | +$33.1K | 0.26% | 56 |
|
|
2024
Q2 | $512K | Buy |
2,531
+81
| +3% | +$16.4K | 0.27% | 60 |
|
|
2024
Q1 | $491K | Buy |
2,450
+688
| +39% | +$138K | 0.28% | 63 |
|
|
2023
Q4 | $300K | Buy |
+1,762
| New | +$300K | 0.2% | 77 |
|
|
2023
Q3 | – | Sell |
-2,337
| Closed | -$340K | – | 114 |
|
|
2023
Q2 | $340K | Buy |
2,337
+997
| +74% | +$145K | 0.25% | 73 |
|
|
2023
Q1 | $324K | Sell |
1,340
-896
| -40% | -$216K | 0.27% | 68 |
|
|
2022
Q4 | $300K | Sell |
2,236
-2
| -0.1% | -$268 | 0.26% | 82 |
|
|
2022
Q3 | $235K | Sell |
2,238
-85
| -4% | -$8.93K | 0.21% | 106 |
|
|
2022
Q2 | $264K | Sell |
2,323
-245
| -10% | -$27.8K | 0.23% | 100 |
|
|
2022
Q1 | $348K | Buy |
2,568
+273
| +12% | +$37K | 0.26% | 95 |
|
|
2021
Q4 | $362K | Buy |
+2,295
| New | +$362K | 0.28% | 97 |
|