Tradewinds Capital Management’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
Q2 | $297K | Sell |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $182K | Hold |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $155K | Hold |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $162K | Buy |
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|
2022
Q3 | $112K | Buy |
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|
2022
Q2 | $119K | Sell |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $294K | Hold |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $173K | Sell |
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|
2020
Q2 | $188K | Sell |
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|
2020
Q1 | $181K | Sell |
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|
2019
Q4 | $359K | Sell |
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|
2019
Q3 | $309K | Buy |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $247K | Hold |
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|
2018
Q2 | $228K | Sell |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $271K | Buy |
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|
2017
Q3 | $242K | Buy |
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|
2017
Q2 | $232K | Sell |
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|
2017
Q1 | $239K | Buy |
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|
2016
Q4 | $173K | Sell |
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|
2016
Q3 | $145K | Buy |
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|
2016
Q2 | $104K | Sell |
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|
2016
Q1 | $103K | Sell |
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|
2015
Q4 | $118K | Sell |
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|
2015
Q3 | $118K | Sell |
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|
2015
Q2 | $132K | Buy |
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|
2015
Q1 | $55K | Sell |
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|
2014
Q4 | $75K | Sell |
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|
2014
Q3 | $98K | Hold |
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|
2014
Q2 | $94K | Sell |
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|
2014
Q1 | $122K | Sell |
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|
2013
Q4 | $121K | Buy |
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