WAM
Weatherly Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
14,042
-118
| -0.8% | -$34.2K | 0.35% | 48 |
|
|
2025
Q1 | $3.47M | Buy |
14,160
+593
| +4% | +$145K | 0.31% | 54 |
|
|
2024
Q4 | $3.25M | Sell |
13,567
-90
| -0.7% | -$21.6K | 0.29% | 56 |
|
|
2024
Q3 | $2.88M | Buy |
13,657
+2,069
| +18% | +$436K | 0.25% | 61 |
|
|
2024
Q2 | $2.34M | Sell |
11,588
-30
| -0.3% | -$6.07K | 0.21% | 66 |
|
|
2024
Q1 | $2.33M | Sell |
11,618
-100
| -0.9% | -$20K | 0.23% | 68 |
|
|
2023
Q4 | $1.99M | Sell |
11,718
-578
| -5% | -$98.3K | 0.21% | 73 |
|
|
2023
Q3 | $1.78M | Hold |
12,296
| – | – | 0.21% | 76 |
|
|
2023
Q2 | $1.79M | Buy |
12,296
+140
| +1% | +$20.4K | 0.21% | 80 |
|
|
2023
Q1 | $1.58M | Sell |
12,156
-502
| -4% | -$65.4K | 0.21% | 83 |
|
|
2022
Q4 | $1.7M | Sell |
12,658
-625
| -5% | -$83.8K | 0.23% | 81 |
|
|
2022
Q3 | $1.39M | Sell |
13,283
-50
| -0.4% | -$5.23K | 0.2% | 81 |
|
|
2022
Q2 | $1.5M | Sell |
13,333
-226
| -2% | -$25.4K | 0.21% | 82 |
|
|
2022
Q1 | $1.85M | Buy |
13,559
+395
| +3% | +$53.8K | 0.22% | 83 |
|
|
2021
Q4 | $2.09M | Sell |
13,164
-100
| -0.8% | -$15.8K | 0.23% | 78 |
|
|
2021
Q3 | $2.17M | Sell |
13,264
-915
| -6% | -$150K | 0.26% | 71 |
|
|
2021
Q2 | $2.21M | Hold |
14,179
| – | – | 0.28% | 68 |
|
|
2021
Q1 | $2.16M | Hold |
14,179
| – | – | 0.3% | 67 |
|
|
2020
Q4 | $1.8M | Sell |
14,179
-231
| -2% | -$29.4K | 0.26% | 72 |
|
|
2020
Q3 | $1.39M | Sell |
14,410
-85
| -0.6% | -$8.18K | 0.22% | 79 |
|
|
2020
Q2 | $1.36M | Sell |
14,495
-127
| -0.9% | -$11.9K | 0.24% | 74 |
|
|
2020
Q1 | $1.32M | Sell |
14,622
-113
| -0.8% | -$10.2K | 0.29% | 64 |
|
|
2019
Q4 | $2.05M | Buy |
14,735
+33
| +0.2% | +$4.6K | 0.39% | 56 |
|
|
2019
Q3 | $1.73M | Sell |
14,702
-472
| -3% | -$55.5K | 0.37% | 61 |
|
|
2019
Q2 | $1.7M | Buy |
15,174
+444
| +3% | +$49.6K | 0.34% | 63 |
|
|
2019
Q1 | $1.49M | Sell |
14,730
-892
| -6% | -$90.3K | 0.3% | 69 |
|
|
2018
Q4 | $1.53M | Buy |
15,622
+692
| +5% | +$67.6K | 0.36% | 64 |
|
|
2018
Q3 | $1.69M | Buy |
14,930
+179
| +1% | +$20.2K | 0.35% | 66 |
|
|
2018
Q2 | $1.54M | Hold |
14,751
| – | – | 0.36% | 68 |
|
|
2018
Q1 | $1.62M | Sell |
14,751
-2,750
| -16% | -$302K | 0.38% | 69 |
|
|
2017
Q4 | $1.87M | Sell |
17,501
-7
| -0% | -$749 | 0.45% | 57 |
|
|
2017
Q3 | $1.67M | Sell |
17,508
-281
| -2% | -$26.8K | 0.44% | 60 |
|
|
2017
Q2 | $1.63M | Sell |
17,789
-501
| -3% | -$45.8K | 0.46% | 54 |
|
|
2017
Q1 | $1.61M | Buy |
18,290
+135
| +0.7% | +$11.9K | 0.47% | 50 |
|
|
2016
Q4 | $1.57M | Sell |
18,155
-112
| -0.6% | -$9.67K | 0.5% | 53 |
|
|
2016
Q3 | $1.22M | Sell |
18,267
-3,200
| -15% | -$213K | 0.4% | 60 |
|
|
2016
Q2 | $1.33M | Buy |
21,467
+751
| +4% | +$46.7K | 0.44% | 58 |
|
|
2016
Q1 | $1.23M | Buy |
20,716
+350
| +2% | +$20.7K | 0.42% | 60 |
|
|
2015
Q4 | $1.34M | Buy |
20,366
+3,152
| +18% | +$208K | 0.48% | 49 |
|
|
2015
Q3 | $1.05M | Sell |
17,214
-142
| -0.8% | -$8.65K | 0.42% | 53 |
|
|
2015
Q2 | $1.18M | Sell |
17,356
-912
| -5% | -$61.8K | 0.45% | 50 |
|
|
2015
Q1 | $1.11M | Sell |
18,268
-712
| -4% | -$43.1K | 0.44% | 60 |
|
|
2014
Q4 | $1.19M | Buy |
18,980
+595
| +3% | +$37.2K | 0.5% | 55 |
|
|
2014
Q3 | $1.11M | Sell |
18,385
-65
| -0.4% | -$3.91K | 0.48% | 57 |
|
|
2014
Q2 | $1.06M | Hold |
18,450
| – | – | 0.45% | 58 |
|
|
2014
Q1 | $1.12M | Sell |
18,450
-1,000
| -5% | -$60.7K | 0.52% | 55 |
|
|
2013
Q4 | $1.14M | Buy |
19,450
+299
| +2% | +$17.5K | 0.54% | 52 |
|
|
2013
Q3 | $990K | Sell |
19,151
-870
| -4% | -$45K | 0.5% | 52 |
|
|
2013
Q2 | $1.06M | Buy |
+20,021
| New | +$1.06M | 0.58% | 49 |
|