First Wilshire Securities Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
1,193
| – | – | 0.09% | 68 |
|
|
2025
Q1 | $293K | Sell |
1,193
-10
| -0.8% | -$2.45K | 0.08% | 67 |
|
|
2024
Q4 | $288K | Hold |
1,203
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $254K | Sell |
1,203
-6
| -0.5% | -$1.27K | 0.07% | 74 |
|
|
2024
Q2 | $245K | Sell |
1,209
-6
| -0.5% | -$1.22K | 0.07% | 75 |
|
|
2024
Q1 | $243K | Sell |
1,215
-159
| -12% | -$31.8K | 0.07% | 76 |
|
|
2023
Q4 | $234K | Sell |
1,374
-345
| -20% | -$58.8K | 0.08% | 77 |
|
|
2023
Q3 | $249K | Hold |
1,719
| – | – | 0.09% | 77 |
|
|
2023
Q2 | $250K | Hold |
1,719
| – | – | 0.09% | 74 |
|
|
2023
Q1 | $224K | Hold |
1,719
| – | – | 0.08% | 78 |
|
|
2022
Q4 | $231K | Buy |
+1,719
| New | +$231K | 0.08% | 79 |
|
|
2022
Q2 | – | Sell |
-1,719
| Closed | -$234K | – | 91 |
|
|
2022
Q1 | $234K | Hold |
1,719
| – | – | 0.08% | 78 |
|
|
2021
Q4 | $272K | Hold |
1,719
| – | – | 0.08% | 74 |
|
|
2021
Q3 | $281K | Buy |
1,719
+2
| +0.1% | +$327 | 0.09% | 75 |
|
|
2021
Q2 | $267K | Sell |
1,717
-668
| -28% | -$104K | 0.09% | 72 |
|
|
2021
Q1 | $363K | Sell |
2,385
-1,103
| -32% | -$168K | 0.14% | 59 |
|
|
2020
Q4 | $443K | Sell |
3,488
-257
| -7% | -$32.6K | 0.18% | 52 |
|
|
2020
Q3 | $361K | Buy |
3,745
+3
| +0.1% | +$289 | 0.17% | 56 |
|
|
2020
Q2 | $352K | Sell |
3,742
-92
| -2% | -$8.65K | 0.16% | 56 |
|
|
2020
Q1 | $345K | Buy |
3,834
+385
| +11% | +$34.6K | 0.19% | 56 |
|
|
2019
Q4 | $481K | Sell |
3,449
-19
| -0.5% | -$2.65K | 0.18% | 64 |
|
|
2019
Q3 | $408K | Buy |
3,468
+101
| +3% | +$11.9K | 0.15% | 74 |
|
|
2019
Q2 | $377K | Buy |
+3,367
| New | +$377K | 0.15% | 83 |
|
|
2018
Q4 | – | Sell |
-1,895
| Closed | -$214K | – | 117 |
|
|
2018
Q3 | $214K | Buy |
+1,895
| New | +$214K | 0.06% | 108 |
|
|
2018
Q2 | – | Sell |
-1,895
| Closed | -$208K | – | 119 |
|
|
2018
Q1 | $208K | Hold |
1,895
| – | – | 0.06% | 110 |
|
|
2017
Q4 | $203K | Buy |
+1,895
| New | +$203K | 0.06% | 112 |
|