Wedbush Securities’s JPMorgan Chase JPM Stock Holding History

Wedbush Securities’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.9M	Sell	86,029 -2,978	-3%	-$863K	0.87%	14
2025 Q1	$21.8M	Buy	89,007 +4,244	+5%	+$1.04M	0.8%	14
2024 Q4	$20.3M	Sell	84,763 -1,711	-2%	-$410K	0.72%	15
2024 Q3	$18.2M	Sell	86,474 -14,278	-14%	-$3.01M	0.68%	17
2024 Q2	$20.4M	Sell	100,752 -1,073	-1%	-$217K	0.73%	16
2024 Q1	$20.4M	Buy	101,825 +5,719	+6%	+$1.15M	0.76%	14
2023 Q4	$16.3M	Sell	96,106 -1,839	-2%	-$313K	0.72%	16
2023 Q3	$14.2M	Sell	97,945 -4,204	-4%	-$610K	0.71%	18
2023 Q2	$14.9M	Sell	102,149 -9,878	-9%	-$1.44M	0.71%	16
2023 Q1	$14.6M	Sell	112,027 -4,832	-4%	-$630K	0.73%	16
2022 Q4	$15.7M	Sell	116,859 -1,251	-1%	-$168K	0.86%	15
2022 Q3	$12.3M	Buy	118,110 +15,805	+15%	+$1.65M	0.69%	19
2022 Q2	$11.5M	Buy	102,305 +1,350	+1%	+$152K	0.63%	21
2022 Q1	$13.8M	Buy	100,955 +8,189	+9%	+$1.12M	0.63%	20
2021 Q4	$14.7M	Sell	92,766 -1,047	-1%	-$166K	0.63%	17
2021 Q3	$15.4M	Buy	93,813 +898	+1%	+$147K	0.73%	17
2021 Q2	$14.5M	Buy	92,915 +16,855	+22%	+$2.62M	0.68%	16
2021 Q1	$11.6M	Buy	76,060 +16,105	+27%	+$2.45M	0.64%	20
2020 Q4	$7.62M	Buy	59,955 +2,779	+5%	+$353K	0.67%	20
2020 Q3	$5.5M	Sell	57,176 -1,294	-2%	-$125K	0.53%	33
2020 Q2	$5.5M	Buy	58,470 +1,494	+3%	+$141K	0.52%	37
2020 Q1	$5.13M	Buy	56,976 +5,378	+10%	+$484K	0.61%	28
2019 Q4	$7.19M	Buy	51,598 +976	+2%	+$136K	0.64%	22
2019 Q3	$5.96M	Buy	50,622 +2,828	+6%	+$333K	0.58%	25
2019 Q2	$5.34M	Buy	47,794 +2,233	+5%	+$250K	0.54%	32
2019 Q1	$4.61M	Buy	45,561 +1,998	+5%	+$202K	0.5%	35
2018 Q4	$4.25M	Buy	43,563 +5,236	+14%	+$511K	0.54%	30
2018 Q3	$4.33M	Buy	38,327 +742	+2%	+$83.7K	0.49%	34
2018 Q2	$3.92M	Buy	37,585 +3,596	+11%	+$375K	0.49%	32
2018 Q1	$3.74M	Sell	33,989 -1,388	-4%	-$153K	0.49%	33
2017 Q4	$3.78M	Buy	35,377 +64	+0.2%	+$6.84K	0.46%	37
2017 Q3	$3.37M	Sell	35,313 -2,838	-7%	-$271K	0.44%	41
2017 Q2	$3.49M	Buy	38,151 +3,072	+9%	+$281K	0.45%	40
2017 Q1	$3.08M	Buy	35,079 +952	+3%	+$83.6K	0.42%	42
2016 Q4	$2.95M	Sell	34,127 -6,614	-16%	-$571K	0.43%	41
2016 Q3	$2.71M	Buy	40,741 +8,230	+25%	+$548K	0.4%	51
2016 Q2	$2.02M	Buy	32,511 +1,430	+5%	+$88.9K	0.33%	61
2016 Q1	$1.84M	Buy	31,081 +3,244	+12%	+$192K	0.32%	65
2015 Q4	$1.84M	Buy	27,837 +3,601	+15%	+$238K	0.33%	65
2015 Q3	$1.48M	Buy	24,236 +1,541	+7%	+$94K	0.3%	68
2015 Q2	$1.54M	Sell	22,695 -3,357	-13%	-$227K	0.28%	73
2015 Q1	$1.58M	Buy	26,052 +212	+0.8%	+$12.8K	0.27%	81
2014 Q4	$1.62M	Sell	25,840 -7,767	-23%	-$486K	0.25%	81
2014 Q3	$2.02M	Sell	33,607 -2,326	-6%	-$140K	0.32%	61
2014 Q2	$2.07M	Buy	35,933 +1,486	+4%	+$85.6K	0.33%	63
2014 Q1	$2.09M	Buy	34,447 +286	+0.8%	+$17.4K	0.37%	57
2013 Q4	$2M	Buy	34,161 +467	+1%	+$27.3K	0.47%	52
2013 Q3	$1.74M	Buy	33,694 +2,897	+9%	+$150K	0.46%	56
2013 Q2	$1.63M	Buy	+30,797	New	+$1.63M	0.45%	59