Waldron Private Wealth’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 | $6.61M | Sell |
22,796
-692
| -3% | -$201K | 0.29% | 45 |
|
|
2025
Q1 | $5.76M | Sell |
23,488
-24,344
| -51% | -$5.97M | 0.27% | 47 |
|
|
2024
Q4 | $11.5M | Buy |
47,832
+1,723
| +4% | +$413K | 0.46% | 39 |
|
|
2024
Q3 | $9.72M | Buy |
46,109
+1,330
| +3% | +$280K | 0.4% | 40 |
|
|
2024
Q2 | $9.06M | Buy |
44,779
+319
| +0.7% | +$64.5K | 0.41% | 39 |
|
|
2024
Q1 | $8.91M | Buy |
44,460
+2,231
| +5% | +$447K | 0.4% | 40 |
|
|
2023
Q4 | $7.18M | Buy |
42,229
+207
| +0.5% | +$35.2K | 0.34% | 42 |
|
|
2023
Q3 | $6.09M | Buy |
42,022
+1,302
| +3% | +$189K | 0.32% | 48 |
|
|
2023
Q2 | $5.92M | Sell |
40,720
-1,760
| -4% | -$256K | 0.3% | 47 |
|
|
2023
Q1 | $5.54M | Buy |
42,480
+152
| +0.4% | +$19.8K | 0.27% | 53 |
|
|
2022
Q4 | $4.42M | Hold |
42,328
| – | – | 0.28% | 53 |
|
|
2022
Q3 | $4.42M | Buy |
42,328
+1,922
| +5% | +$201K | 0.27% | 53 |
|
|
2022
Q2 | $4.55M | Buy |
40,406
+1,314
| +3% | +$148K | 0.26% | 57 |
|
|
2022
Q1 | $5.33M | Buy |
39,092
+671
| +2% | +$91.5K | 0.27% | 56 |
|
|
2021
Q4 | $6.08M | Buy |
38,421
+596
| +2% | +$94.4K | 0.3% | 54 |
|
|
2021
Q3 | $6.19M | Sell |
37,825
-14,891
| -28% | -$2.44M | 0.36% | 48 |
|
|
2021
Q2 | $8.2M | Buy |
52,716
+20,849
| +65% | +$3.24M | 0.52% | 38 |
|
|
2021
Q1 | $4.85M | Buy |
31,867
+61
| +0.2% | +$9.29K | 0.34% | 47 |
|
|
2020
Q4 | $4.04M | Sell |
31,806
-1,217
| -4% | -$155K | 0.3% | 49 |
|
|
2020
Q3 | $3.18M | Buy |
33,023
+1,833
| +6% | +$176K | 0.27% | 55 |
|
|
2020
Q2 | $2.93M | Buy |
31,190
+901
| +3% | +$84.7K | 0.26% | 57 |
|
|
2020
Q1 | $2.73M | Sell |
30,289
-1,442
| -5% | -$130K | 0.29% | 62 |
|
|
2019
Q4 | $4.42M | Buy |
31,731
+1,253
| +4% | +$175K | 0.39% | 43 |
|
|
2019
Q3 | $3.59M | Buy |
30,478
+12,073
| +66% | +$1.42M | 0.37% | 48 |
|
|
2019
Q2 | $2.06M | Sell |
18,405
-1,254
| -6% | -$140K | 0.22% | 52 |
|
|
2019
Q1 | $1.99M | Buy |
19,659
+1,471
| +8% | +$149K | 0.22% | 55 |
|
|
2018
Q4 | $1.78M | Buy |
18,188
+2,982
| +20% | +$291K | 0.26% | 47 |
|
|
2018
Q3 | $1.72M | Buy |
15,206
+1,883
| +14% | +$212K | 0.33% | 34 |
|
|
2018
Q2 | $1.39M | Sell |
13,323
-1,099
| -8% | -$114K | 0.3% | 33 |
|
|
2018
Q1 | $1.59M | Sell |
14,422
-297
| -2% | -$32.6K | 0.36% | 33 |
|
|
2017
Q4 | $1.57M | Sell |
14,719
-1,021
| -6% | -$109K | 0.37% | 33 |
|
|
2017
Q3 | $1.5M | Buy |
15,740
+1,490
| +10% | +$142K | 0.42% | 28 |
|
|
2017
Q2 | $1.3M | Sell |
14,250
-7,358
| -34% | -$672K | 0.41% | 26 |
|
|
2017
Q1 | $1.9M | Buy |
21,608
+4,561
| +27% | +$400K | 0.48% | 28 |
|
|
2016
Q4 | $1.47M | Buy |
17,047
+583
| +4% | +$50.3K | 0.5% | 24 |
|
|
2016
Q3 | $1.1M | Sell |
16,464
-6,188
| -27% | -$412K | 0.4% | 28 |
|
|
2016
Q2 | $1.41M | Buy |
22,652
+3,962
| +21% | +$246K | 0.52% | 21 |
|
|
2016
Q1 | $1.11M | Sell |
18,690
-699
| -4% | -$41.4K | 0.42% | 28 |
|
|
2015
Q4 | $1.28M | Buy |
19,389
+1,751
| +10% | +$116K | 0.48% | 20 |
|
|
2015
Q3 | $1.08M | Buy |
17,638
+6,448
| +58% | +$393K | 0.46% | 21 |
|
|
2015
Q2 | $747K | Buy |
11,190
+336
| +3% | +$22.4K | 0.29% | 29 |
|
|
2015
Q1 | $658K | Sell |
10,854
-610
| -5% | -$37K | 0.27% | 29 |
|
|
2014
Q4 | $717K | Sell |
11,464
-7
| -0.1% | -$438 | 0.3% | 29 |
|
|
2014
Q3 | $691K | Sell |
11,471
-310
| -3% | -$18.7K | 0.33% | 32 |
|
|
2014
Q2 | $679K | Buy |
11,781
+2,129
| +22% | +$123K | 0.31% | 32 |
|
|
2014
Q1 | $586K | Sell |
9,652
-39
| -0.4% | -$2.37K | 0.29% | 32 |
|
|
2013
Q4 | $567K | Buy |
+9,691
| New | +$567K | 0.26% | 34 |
|