WEALTHSOURCE PARTNERS, LLC
- SEC CIK
- 0001674623
JPM holding history
JPMORGAN CHASE & CO
Every 13F filing in which WEALTHSOURCE PARTNERS, LLC reported holding JPM, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q4 2023 | 22,301 | $3.79M | 0.25% | −820−3.5% | Reduced |
| Q3 2023 | 23,121 | $3.35M | 0.23% | −1,340−5.5% | Reduced |
| Q2 2023 | 24,461 | $3.56M | 0.23% | +672+2.8% | Added |
| Q1 2023 | 23,789 | $3.1M | 0.21% | −1,105−4.4% | Reduced |
| Q4 2022 | 24,894 | $3.34M | 0.24% | −4,196−14.4% | Reduced |
| Q3 2022 | 29,090 | $3.04M | 0.23% | −2,077−6.7% | Reduced |
| Q2 2022 | 31,167 | $3.51M | 0.26% | −25,425−44.9% | Reduced |
| Q1 2022 | 56,592 | $7.72M | 0.52% | +33,627+146.4% | Added |
| Q4 2021 | 22,965 | $3.64M | 0.29% | +773+3.5% | Added |
| Q3 2021 | 22,192 | $3.63M | 0.32% | +1,927+9.5% | Added |
| Q2 2021 | 20,265 | $3.15M | 0.28% | −4,131−16.9% | Reduced |
| Q1 2021 | 24,396 | $3.71M | 0.37% | +24,396 | New |