WAM
WNY Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
4,895
+555
| +13% | +$161K | 0.16% | 71 |
|
|
2025
Q1 | $1.06M | Sell |
4,340
-164
| -4% | -$40.2K | 0.13% | 85 |
|
|
2024
Q4 | $1.08M | Sell |
4,504
-156
| -3% | -$37.4K | 0.13% | 78 |
|
|
2024
Q3 | $983K | Buy |
4,660
+138
| +3% | +$29.1K | 0.11% | 90 |
|
|
2024
Q2 | $915K | Buy |
4,522
+664
| +17% | +$134K | 0.12% | 96 |
|
|
2024
Q1 | $773K | Buy |
3,858
+222
| +6% | +$44.5K | 0.12% | 107 |
|
|
2023
Q4 | $618K | Buy |
3,636
+64
| +2% | +$10.9K | 0.1% | 127 |
|
|
2023
Q3 | $518K | Buy |
3,572
+379
| +12% | +$55K | 0.1% | 132 |
|
|
2023
Q2 | $464K | Sell |
3,193
-99
| -3% | -$14.4K | 0.1% | 126 |
|
|
2023
Q1 | $429K | Sell |
3,292
-341
| -9% | -$44.4K | 0.1% | 131 |
|
|
2022
Q4 | $487K | Sell |
3,633
-512
| -12% | -$68.7K | 0.13% | 116 |
|
|
2022
Q3 | $432K | Buy |
4,145
+52
| +1% | +$5.42K | 0.16% | 105 |
|
|
2022
Q2 | $463K | Buy |
4,093
+41
| +1% | +$4.64K | 0.16% | 102 |
|
|
2022
Q1 | $556K | Buy |
4,052
+42
| +1% | +$5.76K | 0.17% | 97 |
|
|
2021
Q4 | $637K | Buy |
4,010
+3
| +0.1% | +$477 | 0.19% | 87 |
|
|
2021
Q3 | $658K | Sell |
4,007
-26
| -0.6% | -$4.27K | 0.23% | 82 |
|
|
2021
Q2 | $627K | Buy |
4,033
+3
| +0.1% | +$466 | 0.22% | 78 |
|
|
2021
Q1 | $612K | Buy |
4,030
+522
| +15% | +$79.3K | 0.24% | 69 |
|
|
2020
Q4 | $446K | Buy |
+3,508
| New | +$446K | 0.23% | 51 |
|