Washburn Capital Management’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 | $897K | Buy |
3,095
+545
| +21% | +$158K | 0.53% | 28 |
|
|
2025
Q1 | $626K | Buy |
2,550
+395
| +18% | +$96.9K | 0.41% | 29 |
|
|
2024
Q4 | $517K | Buy |
2,155
+485
| +29% | +$116K | 0.32% | 30 |
|
|
2024
Q3 | $352K | Buy |
1,670
+50
| +3% | +$10.5K | 0.25% | 33 |
|
|
2024
Q2 | $328K | Buy |
1,620
+30
| +2% | +$6.07K | 0.23% | 33 |
|
|
2024
Q1 | $318K | Sell |
1,590
-128
| -7% | -$25.6K | 0.24% | 35 |
|
|
2023
Q4 | $292K | Hold |
1,718
| – | – | 0.22% | 37 |
|
|
2023
Q3 | $249K | Buy |
1,718
+25
| +1% | +$3.63K | 0.21% | 41 |
|
|
2023
Q2 | $246K | Sell |
1,693
-805
| -32% | -$117K | 0.21% | 40 |
|
|
2023
Q1 | $326K | Sell |
2,498
-500
| -17% | -$65.2K | 0.28% | 43 |
|
|
2022
Q4 | $402K | Sell |
2,998
-39
| -1% | -$5.23K | 0.37% | 35 |
|
|
2022
Q3 | $317K | Sell |
3,037
-72
| -2% | -$7.52K | 0.3% | 41 |
|
|
2022
Q2 | $350K | Sell |
3,109
-50
| -2% | -$5.63K | 0.3% | 45 |
|
|
2022
Q1 | $431K | Sell |
3,159
-1,119
| -26% | -$153K | 0.28% | 44 |
|
|
2021
Q4 | $677K | Buy |
4,278
+553
| +15% | +$87.5K | 0.4% | 34 |
|
|
2021
Q3 | $610K | Sell |
3,725
-295
| -7% | -$48.3K | 0.4% | 39 |
|
|
2021
Q2 | $625K | Buy |
4,020
+1,102
| +38% | +$171K | 0.42% | 39 |
|
|
2021
Q1 | $444K | Buy |
+2,918
| New | +$444K | 0.3% | 48 |
|