Schaper Benz & Wise 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 | $567K | Sell |
1,957
-246
| -11% | -$71.3K | 0.04% | 112 |
|
|
2025
Q1 | $540K | Sell |
2,203
-262
| -11% | -$64.3K | 0.04% | 114 |
|
|
2024
Q4 | $591K | Sell |
2,465
-15
| -0.6% | -$3.6K | 0.05% | 110 |
|
|
2024
Q3 | $523K | Hold |
2,480
| – | – | 0.04% | 115 |
|
|
2024
Q2 | $502K | Buy |
2,480
+252
| +11% | +$51K | 0.04% | 108 |
|
|
2024
Q1 | $446K | Buy |
2,228
+300
| +16% | +$60.1K | 0.04% | 114 |
|
|
2023
Q4 | $328K | Sell |
1,928
-75
| -4% | -$12.8K | 0.03% | 114 |
|
|
2023
Q3 | $290K | Hold |
2,003
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $291K | Hold |
2,003
| – | – | 0.03% | 120 |
|
|
2023
Q1 | $261K | Sell |
2,003
-195
| -9% | -$25.4K | 0.03% | 128 |
|
|
2022
Q4 | $295K | Sell |
2,198
-235
| -10% | -$31.5K | 0.03% | 118 |
|
|
2022
Q3 | $254K | Sell |
2,433
-170
| -7% | -$17.7K | 0.03% | 125 |
|
|
2022
Q2 | $293K | Buy |
2,603
+934
| +56% | +$105K | 0.03% | 125 |
|
|
2022
Q1 | $227K | Hold |
1,669
| – | – | 0.02% | 141 |
|
|
2021
Q4 | $264K | Hold |
1,669
| – | – | 0.02% | 137 |
|
|
2021
Q3 | $273K | Buy |
1,669
+8
| +0.5% | +$1.31K | 0.02% | 116 |
|
|
2021
Q2 | $258K | Sell |
1,661
-40
| -2% | -$6.21K | 0.02% | 116 |
|
|
2021
Q1 | $259K | Sell |
1,701
-108
| -6% | -$16.4K | 0.03% | 112 |
|
|
2020
Q4 | $230K | Buy |
+1,809
| New | +$230K | 0.02% | 117 |
|
|
2020
Q1 | – | Sell |
-1,459
| Closed | -$203K | – | 109 |
|
|
2019
Q4 | $203K | Buy |
+1,459
| New | +$203K | 0.02% | 110 |
|
|
2018
Q4 | – | Sell |
-2,258
| Closed | -$255K | – | 107 |
|
|
2018
Q3 | $255K | Hold |
2,258
| – | – | 0.03% | 100 |
|
|
2018
Q2 | $235K | Hold |
2,258
| – | – | 0.03% | 100 |
|
|
2018
Q1 | $248K | Buy |
+2,258
| New | +$248K | 0.04% | 98 |
|