WAM
Worth Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
1,783
+79
| +5% | +$22.9K | 0.25% | 65 |
|
|
2025
Q1 | $418K | Sell |
1,704
-65
| -4% | -$15.9K | 0.23% | 73 |
|
|
2024
Q4 | $424K | Buy |
1,769
+36
| +2% | +$8.63K | 0.23% | 78 |
|
|
2024
Q3 | $365K | Sell |
1,733
-420
| -20% | -$88.6K | 0.2% | 88 |
|
|
2024
Q2 | $435K | Buy |
2,153
+74
| +4% | +$15K | 0.26% | 69 |
|
|
2024
Q1 | $416K | Buy |
2,079
+468
| +29% | +$93.7K | 0.26% | 71 |
|
|
2023
Q4 | $274K | Buy |
+1,611
| New | +$274K | 0.2% | 80 |
|
|
2023
Q3 | – | Sell |
-1,445
| Closed | -$210K | – | 254 |
|
|
2023
Q2 | $210K | Sell |
1,445
-103
| -7% | -$15K | 0.16% | 80 |
|
|
2023
Q1 | $202K | Sell |
1,548
-52
| -3% | -$6.78K | 0.15% | 81 |
|
|
2022
Q4 | $215K | Buy |
1,600
+390
| +32% | +$52.3K | 0.15% | 70 |
|
|
2022
Q3 | $126K | Sell |
1,210
-40
| -3% | -$4.17K | 0.09% | 81 |
|
|
2022
Q2 | $140K | Hold |
1,250
| – | – | 0.1% | 101 |
|
|
2022
Q1 | $148K | Buy |
+1,250
| New | +$148K | 0.1% | 98 |
|