Washburn Capital 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
Q3 | $1.02M | Buy |
|
|||||
|
2025
Q2 | $897K | Buy |
|
|||||
|
2025
Q1 | $626K | Buy |
|
|||||
|
2024
Q4 | $517K | Buy |
|
|||||
|
2024
Q3 | $352K | Buy |
|
|||||
|
2024
Q2 | $328K | Buy |
|
|||||
|
2024
Q1 | $318K | Sell |
|
|||||
|
2023
Q4 | $292K | Hold |
|
|||||
|
2023
Q3 | $249K | Buy |
|
|||||
|
2023
Q2 | $246K | Sell |
|
|||||
|
2023
Q1 | $326K | Sell |
|
|||||
|
2022
Q4 | $402K | Sell |
|
|||||
|
2022
Q3 | $317K | Sell |
|
|||||
|
2022
Q2 | $350K | Sell |
|
|||||
|
2022
Q1 | $431K | Sell |
|
|||||
|
2021
Q4 | $677K | Buy |
|
|||||
|
2021
Q3 | $610K | Sell |
|
|||||
|
2021
Q2 | $625K | Buy |
|
|||||
|
2021
Q1 | $444K | Buy |
|