Leith Wheeler Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.5M | Sell |
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|
2025
Q2 | $20.5M | Sell |
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|
2025
Q1 | $18.6M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $14.7M | Buy |
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|
2024
Q2 | $8.72M | Buy |
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|
2024
Q1 | $6.35M | Sell |
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|
2023
Q4 | $6.91M | Buy |
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|
2023
Q3 | $4.02M | Buy |
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|
2023
Q2 | $3.97M | Sell |
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|
2023
Q1 | $3.26M | Buy |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $836K | Buy |
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