WBI Investments’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 | – | Sell |
-1,358
| Closed | -$333K | – | 302 |
|
|
2025
Q1 | $333K | Buy |
+1,358
| New | +$333K | 0.09% | 164 |
|
|
2021
Q2 | – | Sell |
-12,495
| Closed | -$1.9M | – | 215 |
|
|
2021
Q1 | $1.9M | Buy |
+12,495
| New | +$1.9M | 0.3% | 70 |
|
|
2017
Q4 | – | Sell |
-3,311
| Closed | -$316K | – | 332 |
|
|
2017
Q3 | $316K | Sell |
3,311
-360
| -10% | -$34.4K | 0.01% | 271 |
|
|
2017
Q2 | $336K | Buy |
+3,671
| New | +$336K | 0.01% | 261 |
|
|
2014
Q4 | – | Sell |
-878,063
| Closed | -$52.9M | – | 202 |
|
|
2014
Q3 | $52.9M | Buy |
878,063
+24,108
| +3% | +$1.45M | 1.57% | 23 |
|
|
2014
Q2 | $49.2M | Buy |
853,955
+8,500
| +1% | +$490K | 2.11% | 8 |
|
|
2014
Q1 | $51.3M | Buy |
845,455
+19,506
| +2% | +$1.18M | 2.25% | 8 |
|
|
2013
Q4 | $48.3M | Buy |
825,949
+25,872
| +3% | +$1.51M | 2.13% | 10 |
|
|
2013
Q3 | $41.4M | Buy |
+800,077
| New | +$41.4M | 1.97% | 12 |
|