Chesapeake Wealth Management’s JPMorgan Chase JPM Stock Holding History

Chesapeake Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.8M	Sell	9,505 -300	-3%	-$91K	0.86%	37
2025 Q4	$3.16M	Sell	9,805 -11	-0.1%	-$3.41K	0.94%	31
2025 Q3	$3.1M	Buy	9,816 +39	+0.4%	+$11.6K	0.94%	32
2025 Q2	$2.83M	Sell	9,777 -262	-3%	-$66.9K	0.95%	32
2025 Q1	$2.46M	Sell	10,039 -545	-5%	-$139K	0.88%	37
2024 Q4	$2.54M	Sell	10,584 -202	-2%	-$47K	0.87%	35
2024 Q3	$2.27M	Buy	10,786 +104	+1%	+$21.9K	0.78%	45
2024 Q2	$2.16M	Sell	10,682 -458	-4%	-$89.5K	0.78%	43
2024 Q1	$2.23M	Sell	11,140 -289	-3%	-$52.1K	0.81%	43
2023 Q4	$1.94M	Sell	11,429 -442	-4%	-$67K	0.75%	45
2023 Q3	$1.72M	Sell	11,871 -499	-4%	-$74.8K	0.72%	47
2023 Q2	$1.8M	Sell	12,370 -537	-4%	-$73.9K	0.71%	44
2023 Q1	$1.68M	Sell	12,907 -119	-0.9%	-$16.3K	0.7%	42
2022 Q4	$1.75M	Sell	13,026 -807	-6%	-$102K	0.77%	41
2022 Q3	$1.45M	Sell	13,833 -2,327	-14%	-$267K	0.66%	48
2022 Q2	$1.82M	Sell	16,160 -2,385	-13%	-$295K	0.78%	34
2022 Q1	$2.53M	Sell	18,545 -7,194	-28%	-$1.06M	0.92%	28
2021 Q4	$4.08M	Buy	25,739 +18	+0.1%	+$2.96K	1.37%	17
2021 Q3	$4.21M	Sell	25,721 -2,293	-8%	-$359K	1.51%	15
2021 Q2	$4.36M	Sell	28,014 -1,107	-4%	-$174K	1.41%	16
2021 Q1	$4.43M	Sell	29,121 -410	-1%	-$59K	1.48%	14
2020 Q4	$3.75M	Sell	29,531 -370	-1%	-$41.4K	1.28%	16
2020 Q3	$2.88M	Sell	29,901 -27	-0.1%	-$2.65K	1.08%	18
2020 Q2	$2.81M	Buy	29,928 +130	+0.4%	+$12.3K	1.12%	17
2020 Q1	$2.68M	Buy	29,798 +307	+1%	+$37.3K	1.24%	14
2019 Q4	$4.11M	Buy	29,491 +785	+3%	+$101K	1.58%	12
2019 Q3	$3.38M	Buy	28,706 +302	+1%	+$34.2K	1.38%	12
2019 Q2	$3.17M	Buy	28,404 +122	+0.4%	+$13.5K	1.33%	13
2019 Q1	$2.86M	Buy	28,282 +405	+1%	+$41.7K	1.26%	13
2018 Q4	$2.72M	Buy	27,877 +530	+2%	+$56.5K	1.35%	13
2018 Q3	$3.09M	Buy	27,347 +161	+0.6%	+$18.3K	1.37%	14
2018 Q2	$2.83M	Buy	27,186 +21	+0.1%	+$2.3K	1.31%	14
2018 Q1	$2.99M	Buy	+27,165	New	+$3.08M	1.38%	14