WIA
World Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.1M | Buy |
231,592
+23,437
| +11% | +$6.79M | 1.52% | 7 |
|
|
2025
Q1 | $51.1M | Buy |
208,155
+7,718
| +4% | +$1.89M | 1.33% | 7 |
|
|
2024
Q4 | $48M | Buy |
200,437
+9,685
| +5% | +$2.32M | 1.31% | 8 |
|
|
2024
Q3 | $40.2M | Buy |
190,752
+121,819
| +177% | +$25.7M | 1.26% | 8 |
|
|
2024
Q2 | $13.9M | Buy |
68,933
+59,442
| +626% | +$12M | 0.87% | 24 |
|
|
2024
Q1 | $3.06M | Sell |
9,491
-9,791
| -51% | -$3.16M | 0.44% | 54 |
|
|
2023
Q4 | $3.28M | Buy |
19,282
+14,957
| +346% | +$2.54M | 0.43% | 52 |
|
|
2023
Q3 | $627K | Buy |
4,325
+213
| +5% | +$30.9K | 0.12% | 124 |
|
|
2023
Q2 | $598K | Buy |
4,112
+1,139
| +38% | +$166K | 0.12% | 120 |
|
|
2023
Q1 | $387K | Sell |
2,973
-95
| -3% | -$12.4K | 0.08% | 153 |
|
|
2022
Q4 | $411K | Buy |
3,068
+24
| +0.8% | +$3.22K | 0.09% | 148 |
|
|
2022
Q3 | $318K | Sell |
3,044
-68
| -2% | -$7.1K | 0.08% | 177 |
|
|
2022
Q2 | $354K | Sell |
3,112
-52
| -2% | -$5.92K | 0.07% | 178 |
|
|
2022
Q1 | $431K | Sell |
3,164
-35
| -1% | -$4.77K | 0.09% | 161 |
|
|
2021
Q4 | $499K | Buy |
3,199
+744
| +30% | +$116K | 0.1% | 145 |
|
|
2021
Q3 | $402K | Sell |
2,455
-145
| -6% | -$23.7K | 0.09% | 155 |
|
|
2021
Q2 | $404K | Buy |
2,600
+17
| +0.7% | +$2.64K | 0.09% | 150 |
|
|
2021
Q1 | $417K | Sell |
2,583
-161
| -6% | -$26K | 0.1% | 134 |
|
|
2020
Q4 | $388K | Sell |
2,744
-1
| -0% | -$141 | 0.1% | 143 |
|
|
2020
Q3 | $264K | Buy |
+2,745
| New | +$264K | 0.09% | 133 |
|
|
2019
Q1 | – | Sell |
-5,322
| Closed | -$546K | – | 140 |
|
|
2018
Q4 | $546K | Buy |
+5,322
| New | +$546K | 0.25% | 64 |
|