WP 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
Q2 | $5.1M | Buy |
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|
2025
Q1 | $4.22M | Sell |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q3 | $3.64M | Sell |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.66M | Sell |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.63M | Sell |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $3.01M | Sell |
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|
2021
Q3 | $3.18M | Sell |
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|
2021
Q2 | $3.06M | Buy |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $2.47M | Buy |
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|
2020
Q3 | $1.81M | Buy |
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|
2020
Q2 | $581K | Buy |
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|
2020
Q1 | $471K | Buy |
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|
2019
Q4 | $579K | Buy |
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|
2019
Q3 | $485K | Buy |
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|
2019
Q2 | $458K | Buy |
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|
2019
Q1 | $4.12K | Buy |
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|
2018
Q4 | $366K | Sell |
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|
2018
Q3 | $433K | Buy |
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|
2018
Q2 | $398K | Buy |
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|
2018
Q1 | $410K | Buy |
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|
2017
Q4 | $360K | Sell |
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|
2017
Q3 | $328K | Buy |
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|
2017
Q2 | $312K | Sell |
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|
2017
Q1 | $338K | Buy |
|