WAM
Wallington Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,987
+64
| +1% | +$18.6K | 0.2% | 45 |
|
|
2025
Q1 | $1.21M | Hold |
4,923
| – | – | 0.17% | 51 |
|
|
2024
Q4 | $1.18M | Sell |
4,923
-60
| -1% | -$14.4K | 0.17% | 51 |
|
|
2024
Q3 | $1.05M | Buy |
4,983
+1,489
| +43% | +$314K | 0.15% | 55 |
|
|
2024
Q2 | $707K | Sell |
3,494
-10
| -0.3% | -$2.02K | 0.11% | 60 |
|
|
2024
Q1 | $702K | Sell |
3,504
-30
| -0.8% | -$6.01K | 0.11% | 56 |
|
|
2023
Q4 | $601K | Sell |
3,534
-520
| -13% | -$88.4K | 0.1% | 57 |
|
|
2023
Q3 | $588K | Sell |
4,054
-180
| -4% | -$26.1K | 0.11% | 59 |
|
|
2023
Q2 | $616K | Buy |
4,234
+450
| +12% | +$65.5K | 0.11% | 58 |
|
|
2023
Q1 | $493K | Hold |
3,784
| – | – | 0.1% | 62 |
|
|
2022
Q4 | $507K | Buy |
+3,784
| New | +$507K | 0.11% | 57 |
|
|
2022
Q1 | – | Sell |
-100,237
| Closed | -$15.9M | – | 76 |
|
|
2021
Q4 | $15.9M | Buy |
100,237
+461
| +0.5% | +$73K | 2.42% | 16 |
|
|
2021
Q3 | $16.3M | Buy |
99,776
+199
| +0.2% | +$32.6K | 2.72% | 11 |
|
|
2021
Q2 | $15.5M | Buy |
99,577
+2,796
| +3% | +$435K | 2.66% | 13 |
|
|
2021
Q1 | $14.7M | Buy |
96,781
+985
| +1% | +$150K | 2.67% | 13 |
|
|
2020
Q4 | $12.2M | Buy |
95,796
+406
| +0.4% | +$51.6K | 2.38% | 17 |
|
|
2020
Q3 | $9.18M | Buy |
95,390
+570
| +0.6% | +$54.9K | 2.13% | 21 |
|
|
2020
Q2 | $8.92M | Buy |
+94,820
| New | +$8.92M | 2.21% | 19 |
|