WIM
Warwick Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,516
+37
| +1% | +$10.7K | 0.2% | 50 |
|
|
2025
Q1 | $853K | Buy |
3,479
+376
| +12% | +$92.2K | 0.18% | 49 |
|
|
2024
Q4 | $744K | Sell |
3,103
-31
| -1% | -$7.43K | 0.15% | 50 |
|
|
2024
Q3 | $661K | Buy |
3,134
+86
| +3% | +$18.1K | 0.16% | 45 |
|
|
2024
Q2 | $616K | Buy |
3,048
+239
| +9% | +$48.3K | 0.14% | 53 |
|
|
2024
Q1 | $563K | Buy |
2,809
+832
| +42% | +$167K | 0.13% | 54 |
|
|
2023
Q4 | $336K | Buy |
1,977
+461
| +30% | +$78.4K | 0.1% | 56 |
|
|
2023
Q3 | $220K | Buy |
1,516
+1
| +0.1% | +$145 | 0.08% | 59 |
|
|
2023
Q2 | $220K | Buy |
+1,515
| New | +$220K | 0.09% | 59 |
|
|
2022
Q4 | – | Sell |
-3,849
| Closed | -$402K | – | 93 |
|
|
2022
Q3 | $402K | Buy |
+3,849
| New | +$402K | 0.24% | 21 |
|
|
2022
Q1 | – | Sell |
-1,394
| Closed | -$221K | – | 58 |
|
|
2021
Q4 | $221K | Buy |
+1,394
| New | +$221K | 0.11% | 50 |
|