JPMorgan Chase & Co’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
2,323
+337
| +17% | +$605K | ﹤0.01% | 2823 |
|
|
2025
Q1 | $3.82M | Sell |
1,986
-791
| -28% | -$1.52M | ﹤0.01% | 2846 |
|
|
2024
Q4 | $5.4M | Sell |
2,777
-75
| -3% | -$146K | ﹤0.01% | 2689 |
|
|
2024
Q3 | $4.84M | Sell |
2,852
-232
| -8% | -$394K | ﹤0.01% | 2668 |
|
|
2024
Q2 | $5.61M | Sell |
3,084
-21
| -0.7% | -$38.2K | ﹤0.01% | 2463 |
|
|
2024
Q1 | $5.57M | Buy |
3,105
+203
| +7% | +$364K | ﹤0.01% | 2505 |
|
|
2023
Q4 | $4.37M | Buy |
2,902
+598
| +26% | +$900K | ﹤0.01% | 2655 |
|
|
2023
Q3 | $3.45M | Sell |
2,304
-116
| -5% | -$174K | ﹤0.01% | 2656 |
|
|
2023
Q2 | $3.36M | Buy |
2,420
+64
| +3% | +$88.9K | ﹤0.01% | 2733 |
|
|
2023
Q1 | $3.25M | Buy |
2,356
+1,093
| +87% | +$1.51M | ﹤0.01% | 2723 |
|
|
2022
Q4 | $1.79M | Sell |
1,263
-28
| -2% | -$39.6K | ﹤0.01% | 3035 |
|
|
2022
Q3 | $1.68M | Sell |
1,291
-310
| -19% | -$404K | ﹤0.01% | 3031 |
|
|
2022
Q2 | $2M | Sell |
1,601
-570
| -26% | -$710K | ﹤0.01% | 3012 |
|
|
2022
Q1 | $2.47M | Buy |
2,171
+127
| +6% | +$144K | ﹤0.01% | 3039 |
|
|
2021
Q4 | $2.07M | Sell |
2,044
-402
| -16% | -$408K | ﹤0.01% | 3211 |
|
|
2021
Q3 | $2.62M | Sell |
2,446
-951
| -28% | -$1.02M | ﹤0.01% | 3001 |
|
|
2021
Q2 | $3.9M | Buy |
3,397
+153
| +5% | +$176K | ﹤0.01% | 2812 |
|
|
2021
Q1 | $3.62M | Buy |
3,244
+1,093
| +51% | +$1.22M | ﹤0.01% | 2863 |
|
|
2020
Q4 | $2.15M | Sell |
2,151
-1,088
| -34% | -$1.09M | ﹤0.01% | 2921 |
|
|
2020
Q3 | $2.51M | Buy |
3,239
+3,028
| +1,435% | +$2.35M | ﹤0.01% | 2640 |
|
|
2020
Q2 | $188K | Sell |
211
-4,620
| -96% | -$4.12M | ﹤0.01% | 3698 |
|
|
2020
Q1 | $4.4M | Buy |
4,831
+4,531
| +1,510% | +$4.12M | ﹤0.01% | 2092 |
|
|
2019
Q4 | $334K | Sell |
300
-1,423
| -83% | -$1.58M | ﹤0.01% | 3617 |
|
|
2019
Q3 | $1.86M | Buy |
1,723
+1,609
| +1,411% | +$1.74M | ﹤0.01% | 2776 |
|
|
2019
Q2 | $116K | Sell |
114
-10,850
| -99% | -$11M | ﹤0.01% | 3967 |
|
|
2019
Q1 | $10.1M | Buy |
10,964
+1,018
| +10% | +$942K | ﹤0.01% | 1707 |
|
|
2018
Q4 | $8.53M | Buy |
9,946
+683
| +7% | +$586K | ﹤0.01% | 1776 |
|
|
2018
Q3 | $8.67M | Buy |
9,263
+4,454
| +93% | +$4.17M | ﹤0.01% | 1929 |
|
|
2018
Q2 | $4.36M | Buy |
4,809
+4,773
| +13,258% | +$4.33M | ﹤0.01% | 2330 |
|
|
2018
Q1 | $30K | Sell |
36
-698
| -95% | -$582K | ﹤0.01% | 4303 |
|
|
2017
Q4 | $624K | Buy |
+734
| New | +$624K | ﹤0.01% | 3261 |
|
|
2017
Q3 | – | Sell |
-36,027
| Closed | -$31.3M | – | 4440 |
|
|
2017
Q2 | $31.3M | Sell |
36,027
-3,033
| -8% | -$2.63M | 0.01% | 1061 |
|
|
2017
Q1 | $34.4M | Buy |
39,060
+30,256
| +344% | +$26.6M | 0.01% | 1022 |
|
|
2016
Q4 | $7.36M | Buy |
8,804
+1,167
| +15% | +$976K | ﹤0.01% | 1872 |
|
|
2016
Q3 | $6.34M | Buy |
7,637
+1,350
| +21% | +$1.12M | ﹤0.01% | 1854 |
|
|
2016
Q2 | $5.29M | Buy |
6,287
+1,258
| +25% | +$1.06M | ﹤0.01% | 1985 |
|
|
2016
Q1 | $4.04M | Buy |
5,029
+1,076
| +27% | +$864K | ﹤0.01% | 2064 |
|
|
2015
Q4 | $2.87M | Buy |
3,953
+1,613
| +69% | +$1.17M | ﹤0.01% | 2216 |
|
|
2015
Q3 | $1.75M | Buy |
2,340
+263
| +13% | +$196K | ﹤0.01% | 2429 |
|
|
2015
Q2 | $1.36M | Buy |
2,077
+107
| +5% | +$70.1K | ﹤0.01% | 2687 |
|
|
2015
Q1 | $1.35M | Sell |
1,970
-57
| -3% | -$39K | ﹤0.01% | 2695 |
|
|
2014
Q4 | $1.28M | Buy |
2,027
+182
| +10% | +$115K | ﹤0.01% | 2689 |
|
|
2014
Q3 | $1.16M | Sell |
1,845
-985
| -35% | -$621K | ﹤0.01% | 2683 |
|
|
2014
Q2 | $1.72M | Sell |
2,830
-196
| -6% | -$119K | ﹤0.01% | 2550 |
|
|
2014
Q1 | $1.82M | Sell |
3,026
-465
| -13% | -$279K | ﹤0.01% | 2535 |
|
|
2013
Q4 | $2.11M | Sell |
3,491
-1,022
| -23% | -$617K | ﹤0.01% | 2514 |
|
|
2013
Q3 | $2.56M | Sell |
4,513
-4,905
| -52% | -$2.78M | ﹤0.01% | 2436 |
|
|
2013
Q2 | $5.41M | Buy |
+9,418
| New | +$5.41M | ﹤0.01% | 1914 |
|