Ownership history in WealthShield Partners, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in JPMORGAN CHASE & CO. (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 31,164 | -242 | -0.8% | 1.11% | $10.0M | $320.77 |
| 2025 Q3 | REDUCED | 31,406 | -79 | -0.3% | 1.12% | $9.9M | $312.49 |
| 2025 Q2 | REDUCED | 31,485 | -537 | -1.7% | 1.10% | $9.1M | $285.83 |
| 2025 Q1 | ADDED | 32,022 | +2,765 | +9.5% | 1.01% | $7.9M | $240.37 |
| 2024 Q4 | REDUCED | 29,257 | -2,867 | -8.9% | 0.99% | $7.0M | $233.69 |
| 2024 Q3 | ADDED | 32,124 | +1,909 | +6.3% | 0.92% | $6.8M | $204.31 |
| 2024 Q2 | ADDED | 30,215 | +833 | +2.8% | 0.93% | $6.1M | $194.90 |
| 2024 Q1 | REDUCED | 29,382 | -4,412 | -13.1% | 0.95% | $5.9M | $191.89 |
| 2023 Q4 | ADDED | 33,794 | +379 | +1.1% | 0.95% | $5.7M | $161.96 |
| 2023 Q3 | ADDED | 33,415 | +2,837 | +9.3% | 0.73% | $4.8M | $137.07 |
As of 2025 Q4 — sorted by position size