Wallington Asset 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 | $1.45M | Buy |
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|
2025
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $493K | Hold |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $15.9M | Buy |
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|
2021
Q3 | $16.3M | Buy |
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|
2021
Q2 | $15.5M | Buy |
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|
2021
Q1 | $14.7M | Buy |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $9.18M | Buy |
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|
2020
Q2 | $8.92M | Buy |
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