JP Morgan Chase’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $96.5M | Sell |
722,655
-40,438
| -5% | -$5.86M | 0.01% | 1005 |
|
|
2025
Q4 | $107M | Sell |
763,093
-145,564
| -16% | -$19.4M | 0.01% | 915 |
|
|
2025
Q3 | $120M | Sell |
908,657
-37,537
| -4% | -$4.96M | 0.01% | 901 |
|
|
2025
Q2 | $117M | Sell |
946,194
-91,766
| -9% | -$10.5M | 0.01% | 866 |
|
|
2025
Q1 | $117M | Sell |
1,037,960
-53,301
| -5% | -$6.59M | 0.01% | 872 |
|
|
2024
Q4 | $136M | Sell |
1,091,261
-35,934
| -3% | -$4.44M | 0.01% | 804 |
|
|
2024
Q3 | $122M | Sell |
1,127,195
-286,401
| -20% | -$29.9M | 0.01% | 869 |
|
|
2024
Q2 | $139M | Sell |
1,413,596
-99,872
| -7% | -$9.78M | 0.01% | 785 |
|
|
2024
Q1 | $158M | Sell |
1,513,468
-128,809
| -8% | -$12.4M | 0.01% | 733 |
|
|
2023
Q4 | $152M | Sell |
1,642,277
-190,900
| -10% | -$15.8M | 0.02% | 707 |
|
|
2023
Q3 | $138M | Sell |
1,833,177
-121,899
| -6% | -$9.59M | 0.02% | 675 |
|
|
2023
Q2 | $142M | Buy |
1,955,076
+41,204
| +2% | +$2.81M | 0.02% | 682 |
|
|
2023
Q1 | $140M | Buy |
1,913,872
+75,040
| +4% | +$6.42M | 0.02% | 667 |
|
|
2022
Q4 | $155M | Buy |
1,838,832
+69,128
| +4% | +$6.11M | 0.02% | 604 |
|
|
2022
Q3 | $144M | Buy |
1,769,704
+129,914
| +8% | +$11M | 0.02% | 592 |
|
|
2022
Q2 | $131M | Buy |
1,639,790
+61,466
| +4% | +$5.29M | 0.02% | 643 |
|
|
2022
Q1 | $147M | Buy |
1,578,324
+18,762
| +1% | +$1.83M | 0.02% | 681 |
|
|
2021
Q4 | $142M | Sell |
1,559,562
-344,944
| -18% | -$30.8M | 0.02% | 715 |
|
|
2021
Q3 | $153M | Sell |
1,904,506
-53,224
| -3% | -$3.93M | 0.02% | 678 |
|
|
2021
Q2 | $148M | Sell |
1,957,730
-150,384
| -7% | -$11.8M | 0.02% | 721 |
|
|
2021
Q1 | $160M | Sell |
2,108,114
-89,565
| -4% | -$6.4M | 0.02% | 651 |
|
|
2020
Q4 | $134M | Sell |
2,197,679
-51,143
| -2% | -$2.75M | 0.02% | 669 |
|
|
2020
Q3 | $90.7M | Buy |
2,248,822
+371,808
| +20% | +$15.9M | 0.02% | 729 |
|
|
2020
Q2 | $81.9M | Sell |
1,877,014
-174,151
| -8% | -$6.95M | 0.02% | 718 |
|
|
2020
Q1 | $67.4M | Sell |
2,051,165
-49,755
| -2% | -$2.76M | 0.02% | 700 |
|
|
2019
Q4 | $149M | Sell |
2,100,920
-21,643
| -1% | -$1.44M | 0.03% | 525 |
|
|
2019
Q3 | $137M | Buy |
2,122,563
+209,440
| +11% | +$13.9M | 0.03% | 554 |
|
|
2019
Q2 | $138M | Buy |
1,913,123
+92,437
| +5% | +$6.75M | 0.03% | 568 |
|
|
2019
Q1 | $123M | Buy |
1,820,686
+87,899
| +5% | +$6.28M | 0.03% | 585 |
|
|
2018
Q4 | $115M | Sell |
1,732,787
-32,107
| -2% | -$2.44M | 0.03% | 576 |
|
|
2018
Q3 | $150M | Sell |
1,764,894
-79,519
| -4% | -$7.08M | 0.03% | 547 |
|
|
2018
Q2 | $161M | Sell |
1,844,413
-62,800
| -3% | -$5.76M | 0.04% | 499 |
|
|
2018
Q1 | $164M | Buy |
1,907,213
+34,001
| +2% | +$2.93M | 0.04% | 475 |
|
|
2017
Q4 | $154M | Buy |
1,873,212
+235,880
| +14% | +$19M | 0.03% | 490 |
|
|
2017
Q3 | $128M | Buy |
1,637,332
+257,613
| +19% | +$19.1M | 0.03% | 535 |
|
|
2017
Q2 | $105M | Sell |
1,379,719
-230,704
| -14% | -$16.5M | 0.03% | 599 |
|
|
2017
Q1 | $111M | Buy |
1,610,423
+1,053,900
| +189% | +$75.7M | 0.03% | 588 |
|
|
2016
Q4 | $40.4M | Buy |
556,523
+381,470
| +218% | +$23.7M | 0.01% | 1022 |
|
|
2016
Q3 | $9.73M | Buy |
175,053
+32,890
| +23% | +$1.77M | ﹤0.01% | 1810 |
|
|
2016
Q2 | $7.25M | Sell |
142,163
-5,256
| -4% | -$263K | ﹤0.01% | 2049 |
|
|
2016
Q1 | $6.54M | Sell |
147,419
-6,333
| -4% | -$271K | ﹤0.01% | 2042 |
|
|
2015
Q4 | $7.46M | Sell |
153,752
-6,670
| -4% | -$340K | ﹤0.01% | 1985 |
|
|
2015
Q3 | $8.57M | Buy |
160,422
+3,585
| +2% | +$190K | ﹤0.01% | 1879 |
|
|
2015
Q2 | $8.37M | Sell |
156,837
-220
| -0.1% | -$11.1K | ﹤0.01% | 2057 |
|
|
2015
Q1 | $7.49M | Sell |
157,057
-27,632
| -15% | -$1.28M | ﹤0.01% | 2083 |
|
|
2014
Q4 | $8.64M | Buy |
184,689
+142,263
| +335% | +$6.44M | ﹤0.01% | 2052 |
|
|
2014
Q3 | $1.9M | Buy |
42,426
+2,399
| +6% | +$111K | ﹤0.01% | 2958 |
|
|
2014
Q2 | $1.84M | Buy |
40,027
+3,376
| +9% | +$153K | ﹤0.01% | 2577 |
|
|
2014
Q1 | $1.78M | Sell |
36,651
-29,382
| -44% | -$1.35M | ﹤0.01% | 2598 |
|
|
2013
Q4 | $3.05M | Sell |
66,033
-29,443
| -31% | -$1.3M | ﹤0.01% | 2475 |
|
|
2013
Q3 | $3.92M | Sell |
95,476
-4,763
| -5% | -$194K | ﹤0.01% | 2349 |
|
|
2013
Q2 | $3.84M | Buy |
+100,239
| New | +$3.69M | ﹤0.01% | 2321 |
|
Other funds holding WTFC
VPM
VCM
