World Investment 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 | $73.7M | Buy |
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|
2025
Q2 | $67.1M | Buy |
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|
2025
Q1 | $51.1M | Buy |
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|
2024
Q4 | $48M | Buy |
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|
2024
Q3 | $40.2M | Buy |
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|
2024
Q2 | $13.9M | Buy |
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|
2024
Q1 | $3.06M | Sell |
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|
2023
Q4 | $3.28M | Buy |
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|
2023
Q3 | $627K | Buy |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $431K | Sell |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $404K | Buy |
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|
2021
Q1 | $417K | Sell |
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|
2020
Q4 | $388K | Sell |
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|
2020
Q3 | $264K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $546K | Buy |
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