WNY Asset Management’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
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $983K | Buy |
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|
2024
Q2 | $915K | Buy |
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|
2024
Q1 | $773K | Buy |
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|
2023
Q4 | $618K | Buy |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $487K | Sell |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $463K | Buy |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $637K | Buy |
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|
2021
Q3 | $658K | Sell |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $446K | Buy |
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