WP
Waycross Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
+2,247
| New | +$651K | 0.06% | 57 |
|
|
2023
Q4 | – | Sell |
-65,703
| Closed | -$9.53M | – | 96 |
|
|
2023
Q3 | $9.53M | Buy |
65,703
+3,404
| +5% | +$494K | 2.11% | 22 |
|
|
2023
Q2 | $9.06M | Buy |
62,299
+13,409
| +27% | +$1.95M | 1.97% | 23 |
|
|
2023
Q1 | $6.37M | Buy |
48,890
+8,830
| +22% | +$1.15M | 1.85% | 22 |
|
|
2022
Q4 | $5.37M | Buy |
40,060
+25,458
| +174% | +$3.41M | 1.95% | 21 |
|
|
2022
Q3 | $1.53M | Buy |
14,602
+65
| +0.4% | +$6.79K | 1.03% | 35 |
|
|
2022
Q2 | $1.64M | Sell |
14,537
-47
| -0.3% | -$5.29K | 1.09% | 38 |
|
|
2022
Q1 | $1.99M | Buy |
+14,584
| New | +$1.99M | 1.16% | 34 |
|