Waverly Advisors’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 | $64.3M | Buy |
221,884
+3,661
| +2% | +$1.06M | 0.71% | 28 |
|
|
2025
Q1 | $53.5M | Buy |
218,223
+57,928
| +36% | +$14.2M | 0.65% | 28 |
|
|
2024
Q4 | $38.4M | Buy |
160,295
+36,426
| +29% | +$8.73M | 0.59% | 33 |
|
|
2024
Q3 | $26.1M | Buy |
123,869
+5,898
| +5% | +$1.24M | 0.48% | 37 |
|
|
2024
Q2 | $23.9M | Buy |
117,971
+39,739
| +51% | +$8.04M | 0.47% | 41 |
|
|
2024
Q1 | $15.7M | Buy |
78,232
+32,587
| +71% | +$6.53M | 0.37% | 54 |
|
|
2023
Q4 | $7.76M | Buy |
45,645
+4,935
| +12% | +$839K | 0.29% | 58 |
|
|
2023
Q3 | $5.9M | Buy |
40,710
+16,513
| +68% | +$2.39M | 0.26% | 73 |
|
|
2023
Q2 | $3.52M | Sell |
24,197
-15,682
| -39% | -$2.28M | 0.15% | 93 |
|
|
2023
Q1 | $5.2M | Buy |
39,879
+24,476
| +159% | +$3.19M | 0.27% | 58 |
|
|
2022
Q4 | $2.07M | Buy |
15,403
+951
| +7% | +$128K | 0.11% | 90 |
|
|
2022
Q3 | $1.51M | Buy |
14,452
+2,777
| +24% | +$290K | 0.11% | 88 |
|
|
2022
Q2 | $1.32M | Buy |
11,675
+494
| +4% | +$55.6K | 0.12% | 71 |
|
|
2022
Q1 | $1.52M | Sell |
11,181
-358
| -3% | -$48.8K | 0.13% | 57 |
|
|
2021
Q4 | $1.78M | Buy |
11,539
+210
| +2% | +$32.3K | 0.15% | 54 |
|
|
2021
Q3 | $1.9M | Buy |
11,329
+572
| +5% | +$95.9K | 0.16% | 52 |
|
|
2021
Q2 | $1.72M | Buy |
10,757
+2,845
| +36% | +$455K | 0.16% | 51 |
|
|
2021
Q1 | $1.27M | Buy |
7,912
+466
| +6% | +$74.9K | 0.13% | 63 |
|
|
2020
Q4 | $1.04M | Buy |
7,446
+419
| +6% | +$58.4K | 0.11% | 65 |
|
|
2020
Q3 | $689K | Buy |
7,027
+671
| +11% | +$65.8K | 0.09% | 71 |
|
|
2020
Q2 | $651K | Sell |
6,356
-220
| -3% | -$22.5K | 0.08% | 77 |
|
|
2020
Q1 | $592K | Buy |
6,576
+957
| +17% | +$86.2K | 0.1% | 72 |
|
|
2019
Q4 | $773K | Sell |
5,619
-334
| -6% | -$45.9K | 0.1% | 68 |
|
|
2019
Q3 | $701K | Sell |
5,953
-131
| -2% | -$15.4K | 0.1% | 69 |
|
|
2019
Q2 | $680K | Buy |
6,084
+983
| +19% | +$110K | 0.1% | 67 |
|
|
2019
Q1 | $516K | Buy |
5,101
+508
| +11% | +$51.4K | 0.08% | 71 |
|
|
2018
Q4 | $448K | Sell |
4,593
-9,372
| -67% | -$914K | 0.08% | 71 |
|
|
2018
Q3 | $1.58M | Buy |
13,965
+1
| +0% | +$113 | 0.23% | 54 |
|
|
2018
Q2 | $1.46M | Buy |
13,964
+879
| +7% | +$91.6K | 0.23% | 57 |
|
|
2018
Q1 | $1.44M | Sell |
13,085
-4,475
| -25% | -$492K | 0.23% | 52 |
|
|
2017
Q4 | $1.88M | Buy |
17,560
+871
| +5% | +$93.2K | 0.27% | 50 |
|
|
2017
Q3 | $1.59M | Buy |
16,689
+699
| +4% | +$66.8K | 0.35% | 50 |
|
|
2017
Q2 | $1.46M | Sell |
15,990
-108
| -0.7% | -$9.87K | 0.37% | 44 |
|
|
2017
Q1 | $1.41M | Buy |
16,098
+7,573
| +89% | +$665K | 0.37% | 48 |
|
|
2016
Q4 | $736K | Buy |
8,525
+2,563
| +43% | +$221K | 0.27% | 43 |
|
|
2016
Q3 | $397K | Buy |
5,962
+1,493
| +33% | +$99.4K | 0.17% | 53 |
|
|
2016
Q2 | $278K | Buy |
4,469
+215
| +5% | +$13.4K | 0.13% | 64 |
|
|
2016
Q1 | $252K | Sell |
4,254
-6,664
| -61% | -$395K | 0.15% | 69 |
|
|
2015
Q4 | $721K | Buy |
+10,918
| New | +$721K | 0.31% | 36 |
|
|
2015
Q1 | – | Sell |
-400
| Closed | -$25K | – | 390 |
|
|
2014
Q4 | $25K | Sell |
400
-9,501
| -96% | -$594K | 0.01% | 192 |
|
|
2014
Q3 | $596K | Hold |
9,901
| – | – | 0.32% | 31 |
|
|
2014
Q2 | $570K | Hold |
9,901
| – | – | 0.24% | 39 |
|
|
2014
Q1 | $601K | Sell |
9,901
-12,216
| -55% | -$742K | 0.27% | 34 |
|
|
2013
Q4 | $1.29M | Buy |
22,117
+8,759
| +66% | +$512K | 0.45% | 21 |
|
|
2013
Q3 | $690K | Buy |
13,358
+718
| +6% | +$37.1K | 0.35% | 25 |
|
|
2013
Q2 | $667K | Buy |
+12,640
| New | +$667K | 0.38% | 27 |
|