WCM 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 | – | Sell |
-25,507
| Closed | -$6.19M | – | 258 |
|
|
2025
Q1 | $6.19M | Sell |
25,507
-567
| -2% | -$138K | 0.02% | 160 |
|
|
2024
Q4 | $6.24M | Buy |
26,074
+15,816
| +154% | +$3.79M | 0.01% | 167 |
|
|
2024
Q3 | $2.16M | Buy |
10,258
+7,842
| +325% | +$1.65M | ﹤0.01% | 198 |
|
|
2024
Q2 | $481K | Buy |
2,416
+988
| +69% | +$197K | ﹤0.01% | 230 |
|
|
2024
Q1 | $286K | Sell |
1,428
-231
| -14% | -$46.3K | ﹤0.01% | 227 |
|
|
2023
Q4 | $283K | Buy |
+1,659
| New | +$283K | ﹤0.01% | 224 |
|