Waverton Investment 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 | $140M | Buy |
483,447
+62,416
| +15% | +$18.1M | 1.93% | 22 |
|
|
2025
Q1 | $103M | Buy |
421,031
+16,236
| +4% | +$3.98M | 1.6% | 25 |
|
|
2024
Q4 | $97.1M | Sell |
404,795
-4,024
| -1% | -$966K | 1.55% | 24 |
|
|
2024
Q3 | $86.2M | Buy |
408,819
+85,361
| +26% | +$18M | 1.42% | 26 |
|
|
2024
Q2 | $65.5M | Buy |
323,458
+15,956
| +5% | +$3.23M | 1.23% | 25 |
|
|
2024
Q1 | $61.6M | Buy |
307,502
+3,125
| +1% | +$626K | 1.28% | 25 |
|
|
2023
Q4 | $51.8M | Buy |
304,377
+19,581
| +7% | +$3.33M | 1.26% | 23 |
|
|
2023
Q3 | $41.3M | Buy |
284,796
+18,592
| +7% | +$2.7M | 1.19% | 23 |
|
|
2023
Q2 | $38.7M | Buy |
266,204
+101,142
| +61% | +$14.7M | 1.1% | 24 |
|
|
2023
Q1 | $21.5M | Buy |
165,062
+22,282
| +16% | +$2.9M | 0.66% | 33 |
|
|
2022
Q4 | $19.1M | Buy |
142,780
+11,161
| +8% | +$1.5M | 0.7% | 33 |
|
|
2022
Q3 | $13.8M | Buy |
131,619
+21,832
| +20% | +$2.28M | 0.56% | 33 |
|
|
2022
Q2 | $12.4M | Buy |
109,787
+8,839
| +9% | +$995K | 0.48% | 34 |
|
|
2022
Q1 | $13.8M | Buy |
100,948
+433
| +0.4% | +$59K | 0.46% | 36 |
|
|
2021
Q4 | $15.9M | Buy |
+100,515
| New | +$15.9M | 0.51% | 32 |
|
|
2021
Q1 | – | Sell |
-17,256
| Closed | -$2.19M | – | 55 |
|
|
2020
Q4 | $2.19M | Hold |
17,256
| – | – | 0.1% | 47 |
|
|
2020
Q3 | $1.66M | Sell |
17,256
-492
| -3% | -$47.4K | 0.08% | 45 |
|
|
2020
Q2 | $1.67M | Buy |
17,748
+2,440
| +16% | +$229K | 0.09% | 42 |
|
|
2020
Q1 | $1.38M | Sell |
15,308
-927,406
| -98% | -$83.5M | 0.09% | 43 |
|
|
2019
Q4 | $131M | Sell |
942,714
-69,408
| -7% | -$9.68M | 6.79% | 2 |
|
|
2019
Q3 | $119M | Sell |
1,012,122
-42,752
| -4% | -$5.03M | 6.08% | 4 |
|
|
2019
Q2 | $118M | Buy |
1,054,874
+50,629
| +5% | +$5.66M | 5.94% | 5 |
|
|
2019
Q1 | $102M | Buy |
1,004,245
+16,907
| +2% | +$1.71M | 5.3% | 6 |
|
|
2018
Q4 | $96.4M | Buy |
987,338
+56,460
| +6% | +$5.51M | 5.84% | 4 |
|
|
2018
Q3 | $105M | Buy |
930,878
+217,731
| +31% | +$24.6M | 5.16% | 7 |
|
|
2018
Q2 | $74.3M | Buy |
713,147
+676,049
| +1,822% | +$70.4M | 4.34% | 11 |
|
|
2018
Q1 | $4.08M | Buy |
37,098
+476
| +1% | +$52.4K | 0.24% | 32 |
|
|
2017
Q4 | $3.92M | Sell |
36,622
-200
| -0.5% | -$21.4K | 0.23% | 32 |
|
|
2017
Q3 | $3.52M | Sell |
36,822
-97
| -0.3% | -$9.27K | 0.22% | 33 |
|
|
2017
Q2 | $3.37M | Buy |
36,919
+1,011
| +3% | +$92.4K | 0.22% | 39 |
|
|
2017
Q1 | $3.15M | Buy |
35,908
+863
| +2% | +$75.8K | 0.2% | 52 |
|
|
2016
Q4 | $3.02M | Buy |
35,045
+24,243
| +224% | +$2.09M | 0.2% | 65 |
|
|
2016
Q3 | $719K | Hold |
10,802
| – | – | 0.05% | 90 |
|
|
2016
Q2 | $671K | Sell |
10,802
-4,500
| -29% | -$280K | 0.05% | 94 |
|
|
2016
Q1 | $906K | Sell |
15,302
-918
| -6% | -$54.4K | 0.07% | 96 |
|
|
2015
Q4 | $1.07M | Sell |
16,220
-1,738
| -10% | -$115K | 0.08% | 90 |
|
|
2015
Q3 | $1.1M | Sell |
17,958
-1,500
| -8% | -$91.5K | 0.09% | 86 |
|
|
2015
Q2 | $1.32M | Buy |
19,458
+9,300
| +92% | +$630K | 0.1% | 83 |
|
|
2015
Q1 | $615K | Buy |
10,158
+138
| +1% | +$8.36K | 0.04% | 87 |
|
|
2014
Q4 | $627K | Sell |
10,020
-500
| -5% | -$31.3K | 0.04% | 89 |
|
|
2014
Q3 | $634K | Buy |
+10,520
| New | +$634K | 0.04% | 89 |
|
|
2014
Q2 | – | Sell |
-227,500
| Closed | -$13.8M | – | 124 |
|
|
2014
Q1 | $13.8M | Buy |
227,500
+400
| +0.2% | +$24.3K | 0.66% | 38 |
|
|
2013
Q4 | $13.3M | Buy |
227,100
+37,600
| +20% | +$2.2M | 0.68% | 34 |
|
|
2013
Q3 | $9.8M | Buy |
189,500
+179,000
| +1,705% | +$9.25M | 0.58% | 37 |
|
|
2013
Q2 | $554K | Buy |
+10,500
| New | +$554K | 0.05% | 81 |
|