Leith Wheeler Investment Counsel’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 | $20.5M | Sell |
70,688
-5,189
| -7% | -$1.5M | 1.46% | 19 |
|
|
2025
Q1 | $18.6M | Buy |
75,877
+3,356
| +5% | +$823K | 1.29% | 21 |
|
|
2024
Q4 | $17.4M | Buy |
72,521
+2,718
| +4% | +$652K | 1.26% | 18 |
|
|
2024
Q3 | $14.7M | Buy |
69,803
+26,696
| +62% | +$5.63M | 1.03% | 21 |
|
|
2024
Q2 | $8.72M | Buy |
43,107
+11,423
| +36% | +$2.31M | 0.75% | 40 |
|
|
2024
Q1 | $6.35M | Sell |
31,684
-23,287
| -42% | -$4.66M | 0.62% | 48 |
|
|
2023
Q4 | $6.91M | Buy |
54,971
+27,277
| +98% | +$3.43M | 0.76% | 44 |
|
|
2023
Q3 | $4.02M | Buy |
27,694
+410
| +2% | +$59.5K | 0.53% | 48 |
|
|
2023
Q2 | $3.97M | Sell |
27,284
-18,732
| -41% | -$2.72M | 0.52% | 46 |
|
|
2023
Q1 | $3.26M | Buy |
46,016
+22,572
| +96% | +$1.6M | 0.48% | 44 |
|
|
2022
Q4 | $3.14M | Buy |
23,444
+3,210
| +16% | +$430K | 0.47% | 45 |
|
|
2022
Q3 | $2.11M | Buy |
20,234
+6,790
| +51% | +$709K | 0.35% | 44 |
|
|
2022
Q2 | $1.95M | Buy |
13,444
+7,315
| +119% | +$1.06M | 0.26% | 43 |
|
|
2022
Q1 | $836K | Buy |
+6,129
| New | +$836K | 0.12% | 46 |
|