WCM
Washington Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Hold |
9,280
| – | – | 2% | 6 |
|
|
2025
Q1 | $2.28M | Sell |
9,280
-60
| -0.6% | -$14.7K | 1.84% | 7 |
|
|
2024
Q4 | $2.24M | Sell |
9,340
-125
| -1% | -$30K | 1.76% | 6 |
|
|
2024
Q3 | $2M | Sell |
9,465
-865
| -8% | -$182K | 1.54% | 8 |
|
|
2024
Q2 | $2.09M | Sell |
10,330
-1,940
| -16% | -$392K | 1.77% | 6 |
|
|
2024
Q1 | $2.46M | Sell |
12,270
-575
| -4% | -$115K | 1.99% | 6 |
|
|
2023
Q4 | $2.18M | Sell |
12,845
-980
| -7% | -$167K | 1.87% | 6 |
|
|
2023
Q3 | $2M | Sell |
13,825
-105
| -0.8% | -$15.2K | 1.84% | 6 |
|
|
2023
Q2 | $2.03M | Hold |
13,930
| – | – | 1.72% | 6 |
|
|
2023
Q1 | $1.82M | Sell |
13,930
-270
| -2% | -$35.2K | 1.62% | 7 |
|
|
2022
Q4 | $1.9M | Sell |
14,200
-210
| -1% | -$28.2K | 1.75% | 7 |
|
|
2022
Q3 | $1.51M | Sell |
14,410
-250
| -2% | -$26.1K | 1.52% | 9 |
|
|
2022
Q2 | $1.65M | Buy |
14,660
+155
| +1% | +$17.5K | 1.59% | 10 |
|
|
2022
Q1 | $1.98M | Sell |
14,505
-450
| -3% | -$61.3K | 1.63% | 7 |
|
|
2021
Q4 | $2.37M | Sell |
14,955
-1,495
| -9% | -$237K | 1.92% | 5 |
|
|
2021
Q3 | $2.69M | Buy |
16,450
+4,075
| +33% | +$667K | 2.38% | 5 |
|
|
2021
Q2 | $1.93M | Buy |
12,375
+460
| +4% | +$71.6K | 2.33% | 4 |
|
|
2021
Q1 | $1.81M | Sell |
11,915
-155
| -1% | -$23.6K | 1.69% | 7 |
|
|
2020
Q4 | $1.53M | Sell |
12,070
-10
| -0.1% | -$1.27K | 1.46% | 11 |
|
|
2020
Q3 | $1.16M | Buy |
12,080
+110
| +0.9% | +$10.6K | 1.19% | 19 |
|
|
2020
Q2 | $1.13M | Sell |
11,970
-2,015
| -14% | -$190K | 1.25% | 18 |
|
|
2020
Q1 | $1.26M | Sell |
13,985
-4,935
| -26% | -$444K | 1.58% | 14 |
|
|
2019
Q4 | $2.64M | Sell |
18,920
-10
| -0.1% | -$1.39K | 2.27% | 6 |
|
|
2019
Q3 | $2.23M | Hold |
18,930
| – | – | 2.18% | 9 |
|
|
2019
Q2 | $2.12M | Buy |
18,930
+100
| +0.5% | +$11.2K | 2.4% | 9 |
|
|
2019
Q1 | $1.91M | Sell |
18,830
-17,340
| -48% | -$1.76M | 2.16% | 11 |
|
|
2018
Q4 | $3.53M | Buy |
36,170
+280
| +0.8% | +$27.3K | 4.09% | 2 |
|
|
2018
Q3 | $4.05M | Sell |
35,890
-1,250
| -3% | -$141K | 3.89% | 2 |
|
|
2018
Q2 | $3.87M | Hold |
37,140
| – | – | 3.98% | 2 |
|
|
2018
Q1 | $4.08M | Sell |
37,140
-150
| -0.4% | -$16.5K | 4.1% | 3 |
|
|
2017
Q4 | $3.99M | Hold |
37,290
| – | – | 3.99% | 3 |
|
|
2017
Q3 | $3.56M | Hold |
37,290
| – | – | 3.79% | 3 |
|
|
2017
Q2 | $3.41M | Hold |
37,290
| – | – | 3.84% | 3 |
|
|
2017
Q1 | $3.28M | Sell |
37,290
-2,935
| -7% | -$258K | 3.8% | 2 |
|
|
2016
Q4 | $3.47M | Sell |
40,225
-455
| -1% | -$39.3K | 4.27% | 1 |
|
|
2016
Q3 | $2.71M | Sell |
40,680
-400
| -1% | -$26.6K | 3.73% | 1 |
|
|
2016
Q2 | $2.55M | Sell |
41,080
-5,400
| -12% | -$336K | 3.63% | 2 |
|
|
2016
Q1 | $2.75M | Sell |
46,480
-2,750
| -6% | -$163K | 2.02% | 2 |
|
|
2015
Q4 | $3.25M | Sell |
49,230
-300
| -0.6% | -$19.8K | 2.02% | 3 |
|
|
2015
Q3 | $3.02M | Sell |
49,530
-2,790
| -5% | -$170K | 1.89% | 3 |
|
|
2015
Q2 | $3.55M | Buy |
52,320
+970
| +2% | +$65.7K | 1.99% | 4 |
|
|
2015
Q1 | $3.11M | Hold |
51,350
| – | – | 1.79% | 4 |
|
|
2014
Q4 | $3.21M | Buy |
51,350
+125
| +0.2% | +$7.82K | 1.34% | 10 |
|
|
2014
Q3 | $3.09M | Buy |
51,225
+4,735
| +10% | +$285K | 1.22% | 8 |
|
|
2014
Q2 | $2.68M | Sell |
46,490
-1,750
| -4% | -$101K | 0.99% | 24 |
|
|
2014
Q1 | $2.93M | Sell |
48,240
-3,600
| -7% | -$219K | 1.06% | 18 |
|
|
2013
Q4 | $3.03M | Sell |
51,840
-450
| -0.9% | -$26.3K | 0.73% | 50 |
|
|
2013
Q3 | $2.7M | Sell |
52,290
-9,700
| -16% | -$501K | 0.72% | 54 |
|
|
2013
Q2 | $3.27M | Buy |
+61,990
| New | +$3.27M | 0.85% | 33 |
|