Weaver Capital 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 | $4.44M | Sell |
15,329
-154
| -1% | -$44.6K | 1.09% | 22 |
|
|
2025
Q1 | $3.8M | Buy |
15,483
+867
| +6% | +$213K | 1.01% | 23 |
|
|
2024
Q4 | $3.5M | Sell |
14,616
-308
| -2% | -$73.8K | 0.98% | 26 |
|
|
2024
Q3 | $3.15M | Sell |
14,924
-344
| -2% | -$72.5K | 0.94% | 26 |
|
|
2024
Q2 | $3.09M | Buy |
15,268
+2,320
| +18% | +$469K | 0.99% | 22 |
|
|
2024
Q1 | $2.59M | Buy |
12,948
+14
| +0.1% | +$2.8K | 0.89% | 31 |
|
|
2023
Q4 | $2.2M | Buy |
+12,934
| New | +$2.2M | 0.87% | 29 |
|