WMG Financial Advisors’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
Q3 | $936K | Buy |
|
|||||
|
2025
Q2 | $843K | Buy |
|
|||||
|
2025
Q1 | $709K | Buy |
|
|||||
|
2024
Q4 | $679K | Buy |
|
|||||
|
2024
Q3 | $567K | Buy |
|
|||||
|
2024
Q2 | $512K | Buy |
|
|||||
|
2024
Q1 | $491K | Buy |
|
|||||
|
2023
Q4 | $300K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $340K | Buy |
|
|||||
|
2023
Q1 | $324K | Sell |
|
|||||
|
2022
Q4 | $300K | Sell |
|
|||||
|
2022
Q3 | $235K | Sell |
|
|||||
|
2022
Q2 | $264K | Sell |
|
|||||
|
2022
Q1 | $348K | Buy |
|
|||||
|
2021
Q4 | $362K | Buy |
|