Wedge Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $831K | Hold |
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|
2025
Q2 | $764K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $924K | Buy |
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|
2024
Q2 | $874K | Sell |
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|
2024
Q1 | $946K | Sell |
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|
2023
Q4 | $804K | Hold |
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|
2023
Q3 | $686K | Hold |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $661K | Sell |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $648K | Buy |
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|
2021
Q4 | $732K | Sell |
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|
2021
Q3 | $772K | Sell |
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|
2021
Q2 | $745K | Sell |
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|
2021
Q1 | $925K | Buy |
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|
2020
Q4 | $760K | Hold |
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|
2020
Q3 | $576K | Hold |
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|
2020
Q2 | $563K | Sell |
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|
2020
Q1 | $19.9M | Sell |
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|
2019
Q4 | $32.8M | Sell |
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|
2019
Q3 | $30.1M | Sell |
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|
2019
Q2 | $28.8M | Buy |
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|
2019
Q1 | $25.9M | Sell |
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|
2018
Q4 | $25.4M | Sell |
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|
2018
Q3 | $32.7M | Sell |
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|
2018
Q2 | $30.9M | Sell |
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|
2018
Q1 | $33.3M | Sell |
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|
2017
Q4 | $34.8M | Sell |
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|
2017
Q3 | $34M | Sell |
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|
2017
Q2 | $32.7M | Sell |
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|
2017
Q1 | $31.8M | Sell |
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|
2016
Q4 | $31.5M | Sell |
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|
2016
Q3 | $26.1M | Sell |
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|
2016
Q2 | $24.6M | Sell |
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|
2016
Q1 | $23.8M | Sell |
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|
2015
Q4 | $28M | Sell |
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|
2015
Q3 | $26.1M | Sell |
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|
2015
Q2 | $34.9M | Sell |
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|
2015
Q1 | $35.4M | Buy |
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|
2014
Q4 | $35.3M | Sell |
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|
2014
Q3 | $34.1M | Sell |
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|
2014
Q2 | $34M | Buy |
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|
2014
Q1 | $32.1M | Sell |
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|
2013
Q4 | $32.1M | Buy |
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|
2013
Q3 | $28.2M | Buy |
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|
2013
Q2 | $26.1M | Buy |
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