WA
WP Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
17,596
+395
| +2% | +$115K | 1.4% | 19 |
|
|
2025
Q1 | $4.22M | Sell |
17,201
-145
| -0.8% | -$35.6K | 1.4% | 20 |
|
|
2024
Q4 | $4.16M | Buy |
17,346
+104
| +0.6% | +$24.9K | 1.39% | 20 |
|
|
2024
Q3 | $3.64M | Sell |
17,242
-1,163
| -6% | -$245K | 1.33% | 20 |
|
|
2024
Q2 | $3.72M | Buy |
18,405
+108
| +0.6% | +$21.8K | 1.19% | 22 |
|
|
2024
Q1 | $3.66M | Sell |
18,297
-183
| -1% | -$36.7K | 1.2% | 22 |
|
|
2023
Q4 | $3.14M | Buy |
18,480
+370
| +2% | +$62.9K | 1.16% | 20 |
|
|
2023
Q3 | $2.63M | Sell |
18,110
-49
| -0.3% | -$7.11K | 1.09% | 20 |
|
|
2023
Q2 | $2.64M | Buy |
18,159
+128
| +0.7% | +$18.6K | 1.06% | 20 |
|
|
2023
Q1 | $2.35M | Sell |
18,031
-624
| -3% | -$81.3K | 0.97% | 25 |
|
|
2022
Q4 | $2.5M | Buy |
18,655
+145
| +0.8% | +$19.4K | 1.12% | 21 |
|
|
2022
Q3 | $1.93M | Buy |
18,510
+186
| +1% | +$19.4K | 0.88% | 28 |
|
|
2022
Q2 | $2.06M | Buy |
18,324
+274
| +2% | +$30.8K | 0.9% | 26 |
|
|
2022
Q1 | $2.46M | Sell |
18,050
-983
| -5% | -$134K | 1.01% | 22 |
|
|
2021
Q4 | $3.01M | Sell |
19,033
-404
| -2% | -$64K | 1.26% | 15 |
|
|
2021
Q3 | $3.18M | Sell |
19,437
-249
| -1% | -$40.8K | 1.3% | 15 |
|
|
2021
Q2 | $3.06M | Buy |
19,686
+58
| +0.3% | +$9.02K | 1.28% | 17 |
|
|
2021
Q1 | $2.99M | Buy |
19,628
+170
| +0.9% | +$25.9K | 1.29% | 17 |
|
|
2020
Q4 | $2.47M | Buy |
19,458
+657
| +3% | +$83.5K | 1.19% | 21 |
|
|
2020
Q3 | $1.81M | Buy |
18,801
+12,621
| +204% | +$1.22M | 1.09% | 24 |
|
|
2020
Q2 | $581K | Buy |
6,180
+943
| +18% | +$88.7K | 0.41% | 33 |
|
|
2020
Q1 | $471K | Buy |
5,237
+1,086
| +26% | +$97.7K | 0.46% | 24 |
|
|
2019
Q4 | $579K | Buy |
4,151
+29
| +0.7% | +$4.05K | 0.6% | 27 |
|
|
2019
Q3 | $485K | Buy |
4,122
+29
| +0.7% | +$3.41K | 0.56% | 31 |
|
|
2019
Q2 | $458K | Buy |
4,093
+26
| +0.6% | +$2.91K | 0.51% | 32 |
|
|
2019
Q1 | $4.12K | Buy |
4,067
+318
| +8% | +$322 | 0.45% | 31 |
|
|
2018
Q4 | $366K | Sell |
3,749
-88
| -2% | -$8.59K | 0.36% | 36 |
|
|
2018
Q3 | $433K | Buy |
3,837
+18
| +0.5% | +$2.03K | 0.4% | 31 |
|
|
2018
Q2 | $398K | Buy |
3,819
+94
| +3% | +$9.8K | 0.38% | 35 |
|
|
2018
Q1 | $410K | Buy |
3,725
+356
| +11% | +$39.2K | 0.44% | 31 |
|
|
2017
Q4 | $360K | Sell |
3,369
-61
| -2% | -$6.52K | 0.35% | 39 |
|
|
2017
Q3 | $328K | Buy |
3,430
+18
| +0.5% | +$1.72K | 0.25% | 46 |
|
|
2017
Q2 | $312K | Sell |
3,412
-432
| -11% | -$39.5K | 0.23% | 48 |
|
|
2017
Q1 | $338K | Buy |
+3,844
| New | +$338K | 0.21% | 48 |
|