Wambolt & Associates’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 | $1.24M | Sell |
4,267
-194
| -4% | -$56.3K | 0.42% | 72 |
|
|
2025
Q1 | $1.09M | Sell |
4,461
-1,013
| -19% | -$247K | 0.37% | 79 |
|
|
2024
Q4 | $1.31M | Sell |
5,474
-3,265
| -37% | -$783K | 0.42% | 75 |
|
|
2024
Q3 | $1.81M | Sell |
8,739
-622
| -7% | -$129K | 0.49% | 70 |
|
|
2024
Q2 | $1.92M | Buy |
9,361
+44
| +0.5% | +$9.04K | 0.56% | 55 |
|
|
2024
Q1 | $1.85M | Sell |
9,317
-4,677
| -33% | -$930K | 0.55% | 58 |
|
|
2023
Q4 | $2.38M | Sell |
13,994
-1,114
| -7% | -$189K | 0.78% | 33 |
|
|
2023
Q3 | $2.17M | Buy |
15,108
+614
| +4% | +$88.3K | 0.79% | 32 |
|
|
2023
Q2 | $2.11M | Sell |
14,494
-157
| -1% | -$22.8K | 0.75% | 32 |
|
|
2023
Q1 | $1.91M | Buy |
14,651
+18
| +0.1% | +$2.34K | 0.68% | 40 |
|
|
2022
Q4 | $1.96M | Buy |
14,633
+3
| +0% | +$402 | 0.75% | 33 |
|
|
2022
Q3 | $1.53M | Sell |
14,630
-167
| -1% | -$17.5K | 0.65% | 45 |
|
|
2022
Q2 | $1.67M | Sell |
14,797
-24
| -0.2% | -$2.7K | 0.67% | 42 |
|
|
2022
Q1 | $2.01M | Sell |
14,821
-5,096
| -26% | -$689K | 0.73% | 38 |
|
|
2021
Q4 | $3.15M | Buy |
19,917
+410
| +2% | +$64.9K | 1.14% | 12 |
|
|
2021
Q3 | $3.26M | Buy |
19,507
+1,044
| +6% | +$174K | 1.31% | 8 |
|
|
2021
Q2 | $2.9M | Buy |
18,463
+4,549
| +33% | +$715K | 1.23% | 9 |
|
|
2021
Q1 | $2.14M | Buy |
13,914
+1,844
| +15% | +$283K | 1.11% | 16 |
|
|
2020
Q4 | $1.53M | Buy |
12,070
+271
| +2% | +$34.4K | 0.92% | 23 |
|
|
2020
Q3 | $1.14M | Buy |
11,799
+928
| +9% | +$89.3K | 0.85% | 28 |
|
|
2020
Q2 | $1.02M | Buy |
10,871
+2,868
| +36% | +$270K | 0.8% | 34 |
|
|
2020
Q1 | $721K | Buy |
8,003
+2,442
| +44% | +$220K | 0.75% | 40 |
|
|
2019
Q4 | $775K | Buy |
5,561
+1,091
| +24% | +$152K | 0.59% | 55 |
|
|
2019
Q3 | $526K | Buy |
4,470
+43
| +1% | +$5.06K | 0.43% | 75 |
|
|
2019
Q2 | $495K | Buy |
4,427
+1,284
| +41% | +$144K | 0.42% | 76 |
|
|
2019
Q1 | $330K | Buy |
+3,143
| New | +$330K | 0.3% | 111 |
|