JPMorgan Chase & Co’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $117M | Sell |
946,194
-91,766
| -9% | -$11.4M | 0.01% | 802 |
|
2025
Q1 | $117M | Sell |
1,037,960
-53,301
| -5% | -$5.99M | 0.01% | 807 |
|
2024
Q4 | $136M | Sell |
1,091,261
-35,934
| -3% | -$4.48M | 0.01% | 737 |
|
2024
Q3 | $122M | Sell |
1,127,195
-286,401
| -20% | -$31.1M | 0.01% | 807 |
|
2024
Q2 | $139M | Sell |
1,413,596
-99,872
| -7% | -$9.84M | 0.01% | 731 |
|
2024
Q1 | $158M | Sell |
1,513,468
-128,809
| -8% | -$13.4M | 0.01% | 684 |
|
2023
Q4 | $152M | Sell |
1,642,277
-190,900
| -10% | -$17.7M | 0.01% | 654 |
|
2023
Q3 | $138M | Sell |
1,833,177
-121,899
| -6% | -$9.2M | 0.02% | 625 |
|
2023
Q2 | $142M | Buy |
1,955,076
+41,204
| +2% | +$2.99M | 0.02% | 646 |
|
2023
Q1 | $140M | Buy |
1,913,872
+75,040
| +4% | +$5.47M | 0.02% | 621 |
|
2022
Q4 | $155M | Buy |
1,838,832
+69,128
| +4% | +$5.84M | 0.02% | 563 |
|
2022
Q3 | $144M | Buy |
1,769,704
+129,914
| +8% | +$10.6M | 0.02% | 553 |
|
2022
Q2 | $131M | Buy |
1,639,790
+61,466
| +4% | +$4.93M | 0.02% | 606 |
|
2022
Q1 | $147M | Buy |
1,578,324
+18,762
| +1% | +$1.74M | 0.02% | 641 |
|
2021
Q4 | $142M | Sell |
1,559,562
-344,944
| -18% | -$31.3M | 0.02% | 664 |
|
2021
Q3 | $153M | Sell |
1,904,506
-53,224
| -3% | -$4.28M | 0.02% | 640 |
|
2021
Q2 | $148M | Sell |
1,957,730
-150,384
| -7% | -$11.4M | 0.02% | 674 |
|
2021
Q1 | $160M | Sell |
2,108,114
-89,565
| -4% | -$6.79M | 0.02% | 610 |
|
2020
Q4 | $134M | Sell |
2,197,679
-51,143
| -2% | -$3.12M | 0.02% | 625 |
|
2020
Q3 | $90.7M | Buy |
2,248,822
+371,808
| +20% | +$15M | 0.02% | 677 |
|
2020
Q2 | $81.9M | Sell |
1,877,014
-174,151
| -8% | -$7.6M | 0.02% | 681 |
|
2020
Q1 | $67.4M | Sell |
2,051,165
-49,755
| -2% | -$1.63M | 0.02% | 660 |
|
2019
Q4 | $149M | Sell |
2,100,920
-21,643
| -1% | -$1.53M | 0.03% | 488 |
|
2019
Q3 | $137M | Buy |
2,122,563
+209,440
| +11% | +$13.5M | 0.03% | 519 |
|
2019
Q2 | $138M | Buy |
1,913,123
+92,437
| +5% | +$6.67M | 0.03% | 533 |
|
2019
Q1 | $123M | Buy |
1,820,686
+87,899
| +5% | +$5.92M | 0.03% | 545 |
|
2018
Q4 | $115M | Sell |
1,732,787
-32,107
| -2% | -$2.13M | 0.03% | 530 |
|
2018
Q3 | $150M | Sell |
1,764,894
-79,519
| -4% | -$6.75M | 0.03% | 508 |
|
2018
Q2 | $161M | Sell |
1,844,413
-62,800
| -3% | -$5.47M | 0.03% | 463 |
|
2018
Q1 | $164M | Buy |
1,907,213
+34,001
| +2% | +$2.93M | 0.04% | 447 |
|
2017
Q4 | $154M | Buy |
1,873,212
+235,880
| +14% | +$19.4M | 0.03% | 456 |
|
2017
Q3 | $128M | Buy |
1,637,332
+257,613
| +19% | +$20.1M | 0.03% | 509 |
|
2017
Q2 | $105M | Sell |
1,379,719
-230,704
| -14% | -$17.6M | 0.02% | 561 |
|
2017
Q1 | $111M | Buy |
1,610,423
+1,053,900
| +189% | +$72.8M | 0.03% | 536 |
|
2016
Q4 | $40.4M | Buy |
556,523
+381,470
| +218% | +$27.7M | 0.01% | 919 |
|
2016
Q3 | $9.73M | Buy |
175,053
+32,890
| +23% | +$1.83M | ﹤0.01% | 1614 |
|
2016
Q2 | $7.25M | Sell |
142,163
-5,256
| -4% | -$268K | ﹤0.01% | 1815 |
|
2016
Q1 | $6.54M | Sell |
147,419
-6,333
| -4% | -$281K | ﹤0.01% | 1821 |
|
2015
Q4 | $7.46M | Sell |
153,752
-6,670
| -4% | -$324K | ﹤0.01% | 1745 |
|
2015
Q3 | $8.57M | Buy |
160,422
+3,585
| +2% | +$192K | ﹤0.01% | 1670 |
|
2015
Q2 | $8.37M | Sell |
156,837
-220
| -0.1% | -$11.7K | ﹤0.01% | 1804 |
|
2015
Q1 | $7.49M | Sell |
157,057
-27,632
| -15% | -$1.32M | ﹤0.01% | 1877 |
|
2014
Q4 | $8.64M | Buy |
184,689
+142,263
| +335% | +$6.65M | ﹤0.01% | 1770 |
|
2014
Q3 | $1.9M | Buy |
42,426
+2,399
| +6% | +$107K | ﹤0.01% | 2462 |
|
2014
Q2 | $1.84M | Buy |
40,027
+3,376
| +9% | +$155K | ﹤0.01% | 2510 |
|
2014
Q1 | $1.78M | Sell |
36,651
-29,382
| -44% | -$1.43M | ﹤0.01% | 2540 |
|
2013
Q4 | $3.05M | Sell |
66,033
-29,443
| -31% | -$1.36M | ﹤0.01% | 2290 |
|
2013
Q3 | $3.92M | Sell |
95,476
-4,763
| -5% | -$196K | ﹤0.01% | 2180 |
|
2013
Q2 | $3.84M | Buy |
+100,239
| New | +$3.84M | ﹤0.01% | 2119 |
|