WCBA
Weaver C. Barksdale & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
8,176
-738
| -8% | -$214K | 2.27% | 4 |
|
|
2025
Q1 | $2.19M | Sell |
8,914
-835
| -9% | -$205K | 2.1% | 9 |
|
|
2024
Q4 | $2.34M | Sell |
9,749
-251
| -3% | -$60.2K | 2.24% | 6 |
|
|
2024
Q3 | $2.11M | Sell |
10,000
-391
| -4% | -$82.4K | 1.9% | 19 |
|
|
2024
Q2 | $2.1M | Sell |
10,391
-186
| -2% | -$37.6K | 2% | 13 |
|
|
2024
Q1 | $2.12M | Sell |
10,577
-2,873
| -21% | -$575K | 1.94% | 18 |
|
|
2023
Q4 | $2.29M | Sell |
13,450
-2,830
| -17% | -$481K | 2.24% | 4 |
|
|
2023
Q3 | $2.36M | Buy |
16,280
+2,768
| +20% | +$401K | 2.01% | 11 |
|
|
2023
Q2 | $1.97M | Buy |
13,512
+1,799
| +15% | +$262K | 1.94% | 13 |
|
|
2023
Q1 | $1.53M | Sell |
11,713
-585
| -5% | -$76.2K | 1.43% | 45 |
|
|
2022
Q4 | $1.65M | Buy |
12,298
+314
| +3% | +$42.1K | 1.45% | 45 |
|
|
2022
Q3 | $1.25M | Sell |
11,984
-435
| -4% | -$45.4K | 1.26% | 54 |
|
|
2022
Q2 | $1.4M | Buy |
12,419
+754
| +6% | +$84.9K | 1.3% | 53 |
|
|
2022
Q1 | $1.59M | Buy |
11,665
+159
| +1% | +$21.7K | 1.42% | 48 |
|
|
2021
Q4 | $1.82M | Buy |
+11,506
| New | +$1.82M | 1.65% | 37 |
|
|
2017
Q4 | $558K | Buy |
5,220
+1,075
| +26% | +$115K | 0.59% | 60 |
|
|
2017
Q3 | $396K | Buy |
+4,145
| New | +$396K | 0.44% | 64 |
|