WA
Wasatch Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Hold |
19,684
| – | – | 0.03% | 182 |
|
|
2025
Q1 | $4.83M | Buy |
19,684
+500
| +3% | +$123K | 0.03% | 188 |
|
|
2024
Q4 | $4.6M | Sell |
19,184
-1,036
| -5% | -$248K | 0.02% | 189 |
|
|
2024
Q3 | $4.26M | Sell |
20,220
-1,810
| -8% | -$382K | 0.02% | 199 |
|
|
2024
Q2 | $4.46M | Sell |
22,030
-2,000
| -8% | -$405K | 0.02% | 193 |
|
|
2024
Q1 | $4.81M | Sell |
24,030
-3,600
| -13% | -$721K | 0.03% | 200 |
|
|
2023
Q4 | $4.7M | Sell |
27,630
-2,000
| -7% | -$340K | 0.03% | 200 |
|
|
2023
Q3 | $4.3M | Sell |
29,630
-2,529
| -8% | -$367K | 0.03% | 211 |
|
|
2023
Q2 | $4.68M | Sell |
32,159
-1,500
| -4% | -$218K | 0.03% | 210 |
|
|
2023
Q1 | $4.39M | Sell |
33,659
-50
| -0.1% | -$6.52K | 0.03% | 212 |
|
|
2022
Q4 | $4.52M | Sell |
33,709
-2,000
| -6% | -$268K | 0.03% | 204 |
|
|
2022
Q3 | $3.73M | Buy |
35,709
+1,000
| +3% | +$105K | 0.03% | 212 |
|
|
2022
Q2 | $3.91M | Buy |
34,709
+500
| +1% | +$56.3K | 0.02% | 215 |
|
|
2022
Q1 | $4.66M | Buy |
34,209
+2,552
| +8% | +$348K | 0.02% | 222 |
|
|
2021
Q4 | $5.01M | Buy |
31,657
+500
| +2% | +$79.2K | 0.02% | 227 |
|
|
2021
Q3 | $5.1M | Sell |
31,157
-41
| -0.1% | -$6.71K | 0.02% | 240 |
|
|
2021
Q2 | $4.85M | Buy |
31,198
+2,500
| +9% | +$389K | 0.02% | 244 |
|
|
2021
Q1 | $4.37M | Sell |
28,698
-1,000
| -3% | -$152K | 0.02% | 236 |
|
|
2020
Q4 | $3.77M | Buy |
29,698
+4,000
| +16% | +$508K | 0.02% | 221 |
|
|
2020
Q3 | $2.47M | Hold |
25,698
| – | – | 0.02% | 230 |
|
|
2020
Q2 | $2.42M | Buy |
25,698
+6,548
| +34% | +$616K | 0.02% | 223 |
|
|
2020
Q1 | $1.72M | Buy |
+19,150
| New | +$1.72M | 0.02% | 215 |
|
|
2017
Q4 | – | Sell |
-57,367
| Closed | -$5.48M | – | 307 |
|
|
2017
Q3 | $5.48M | Sell |
57,367
-16,385
| -22% | -$1.56M | 0.07% | 154 |
|
|
2017
Q2 | $6.74M | Sell |
73,752
-11,125
| -13% | -$1.02M | 0.09% | 139 |
|
|
2017
Q1 | $7.46M | Sell |
84,877
-18,456
| -18% | -$1.62M | 0.11% | 136 |
|
|
2016
Q4 | $8.92M | Sell |
103,333
-15,859
| -13% | -$1.37M | 0.13% | 124 |
|
|
2016
Q3 | $7.94M | Sell |
119,192
-13,089
| -10% | -$872K | 0.12% | 148 |
|
|
2016
Q2 | $8.22M | Sell |
132,281
-16,347
| -11% | -$1.02M | 0.13% | 154 |
|
|
2016
Q1 | $8.88M | Sell |
148,628
-14,969
| -9% | -$894K | 0.14% | 148 |
|
|
2015
Q4 | $10.8M | Sell |
163,597
-11,651
| -7% | -$769K | 0.15% | 146 |
|
|
2015
Q3 | $10.7M | Sell |
175,248
-9,901
| -5% | -$604K | 0.14% | 155 |
|
|
2015
Q2 | $12.5M | Sell |
185,149
-23,169
| -11% | -$1.57M | 0.14% | 170 |
|
|
2015
Q1 | $12.6M | Sell |
208,318
-39,086
| -16% | -$2.37M | 0.13% | 157 |
|
|
2014
Q4 | $15.5M | Sell |
247,404
-45,606
| -16% | -$2.85M | 0.16% | 136 |
|
|
2014
Q3 | $17.7M | Sell |
293,010
-83,895
| -22% | -$5.05M | 0.18% | 134 |
|
|
2014
Q2 | $21.7M | Sell |
376,905
-17,227
| -4% | -$993K | 0.21% | 134 |
|
|
2014
Q1 | $23.9M | Sell |
394,132
-42,208
| -10% | -$2.56M | 0.23% | 129 |
|
|
2013
Q4 | $25.5M | Sell |
436,340
-41,386
| -9% | -$2.42M | 0.25% | 131 |
|
|
2013
Q3 | $24.7M | Sell |
477,726
-117,836
| -20% | -$6.09M | 0.26% | 127 |
|
|
2013
Q2 | $31.4M | Buy |
+595,562
| New | +$31.4M | 0.34% | 94 |
|