Wedge 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 | $764K | Sell |
2,635
-1,657
| -39% | -$480K | 0.01% | 459 |
|
|
2025
Q1 | $1.05M | Sell |
4,292
-92
| -2% | -$22.6K | 0.02% | 423 |
|
|
2024
Q4 | $1.05M | Hold |
4,384
| – | – | 0.02% | 413 |
|
|
2024
Q3 | $924K | Buy |
4,384
+61
| +1% | +$12.9K | 0.02% | 424 |
|
|
2024
Q2 | $874K | Sell |
4,323
-402
| -9% | -$81.3K | 0.02% | 407 |
|
|
2024
Q1 | $946K | Sell |
4,725
-4
| -0.1% | -$801 | 0.02% | 406 |
|
|
2023
Q4 | $804K | Hold |
4,729
| – | – | 0.01% | 380 |
|
|
2023
Q3 | $686K | Hold |
4,729
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $688K | Buy |
4,729
+2,290
| +94% | +$333K | 0.01% | 466 |
|
|
2023
Q1 | $318K | Sell |
2,439
-2,487
| -50% | -$324K | 0.01% | 347 |
|
|
2022
Q4 | $661K | Sell |
4,926
-68
| -1% | -$9.13K | 0.01% | 300 |
|
|
2022
Q3 | $522K | Buy |
4,994
+141
| +3% | +$14.7K | 0.01% | 309 |
|
|
2022
Q2 | $546K | Buy |
4,853
+96
| +2% | +$10.8K | 0.01% | 311 |
|
|
2022
Q1 | $648K | Buy |
4,757
+134
| +3% | +$18.3K | 0.01% | 302 |
|
|
2021
Q4 | $732K | Sell |
4,623
-96
| -2% | -$15.2K | 0.01% | 305 |
|
|
2021
Q3 | $772K | Sell |
4,719
-72
| -2% | -$11.8K | 0.01% | 303 |
|
|
2021
Q2 | $745K | Sell |
4,791
-1,288
| -21% | -$200K | 0.01% | 300 |
|
|
2021
Q1 | $925K | Buy |
6,079
+96
| +2% | +$14.6K | 0.01% | 319 |
|
|
2020
Q4 | $760K | Hold |
5,983
| – | – | 0.01% | 355 |
|
|
2020
Q3 | $576K | Hold |
5,983
| – | – | 0.01% | 358 |
|
|
2020
Q2 | $563K | Sell |
5,983
-215,512
| -97% | -$20.3M | 0.01% | 351 |
|
|
2020
Q1 | $19.9M | Sell |
221,495
-14,044
| -6% | -$1.26M | 0.34% | 107 |
|
|
2019
Q4 | $32.8M | Sell |
235,539
-20,628
| -8% | -$2.88M | 0.37% | 98 |
|
|
2019
Q3 | $30.1M | Sell |
256,167
-1,323
| -0.5% | -$156K | 0.35% | 107 |
|
|
2019
Q2 | $28.8M | Buy |
257,490
+1,258
| +0.5% | +$141K | 0.33% | 113 |
|
|
2019
Q1 | $25.9M | Sell |
256,232
-3,704
| -1% | -$375K | 0.3% | 117 |
|
|
2018
Q4 | $25.4M | Sell |
259,936
-29,896
| -10% | -$2.92M | 0.31% | 111 |
|
|
2018
Q3 | $32.7M | Sell |
289,832
-6,758
| -2% | -$763K | 0.31% | 108 |
|
|
2018
Q2 | $30.9M | Sell |
296,590
-6,022
| -2% | -$627K | 0.3% | 95 |
|
|
2018
Q1 | $33.3M | Sell |
302,612
-22,451
| -7% | -$2.47M | 0.32% | 99 |
|
|
2017
Q4 | $34.8M | Sell |
325,063
-31,423
| -9% | -$3.36M | 0.31% | 92 |
|
|
2017
Q3 | $34M | Sell |
356,486
-1,658
| -0.5% | -$158K | 0.32% | 101 |
|
|
2017
Q2 | $32.7M | Sell |
358,144
-4,137
| -1% | -$378K | 0.31% | 104 |
|
|
2017
Q1 | $31.8M | Sell |
362,281
-2,478
| -0.7% | -$218K | 0.3% | 107 |
|
|
2016
Q4 | $31.5M | Sell |
364,759
-27,246
| -7% | -$2.35M | 0.31% | 103 |
|
|
2016
Q3 | $26.1M | Sell |
392,005
-3,169
| -0.8% | -$211K | 0.26% | 114 |
|
|
2016
Q2 | $24.6M | Sell |
395,174
-5,944
| -1% | -$369K | 0.25% | 109 |
|
|
2016
Q1 | $23.8M | Sell |
401,118
-22,378
| -5% | -$1.33M | 0.25% | 131 |
|
|
2015
Q4 | $28M | Sell |
423,496
-5,125
| -1% | -$338K | 0.29% | 107 |
|
|
2015
Q3 | $26.1M | Sell |
428,621
-87,050
| -17% | -$5.31M | 0.28% | 118 |
|
|
2015
Q2 | $34.9M | Sell |
515,671
-68,375
| -12% | -$4.63M | 0.34% | 104 |
|
|
2015
Q1 | $35.4M | Buy |
584,046
+19,955
| +4% | +$1.21M | 0.36% | 108 |
|
|
2014
Q4 | $35.3M | Sell |
564,091
-1,475
| -0.3% | -$92.3K | 0.35% | 111 |
|
|
2014
Q3 | $34.1M | Sell |
565,566
-24,455
| -4% | -$1.47M | 0.36% | 87 |
|
|
2014
Q2 | $34M | Buy |
590,021
+60,700
| +11% | +$3.5M | 0.35% | 113 |
|
|
2014
Q1 | $32.1M | Sell |
529,321
-18,875
| -3% | -$1.15M | 0.34% | 106 |
|
|
2013
Q4 | $32.1M | Buy |
548,196
+3,550
| +0.7% | +$208K | 0.34% | 107 |
|
|
2013
Q3 | $28.2M | Buy |
544,646
+49,570
| +10% | +$2.56M | 0.32% | 118 |
|
|
2013
Q2 | $26.1M | Buy |
+495,076
| New | +$26.1M | 0.31% | 120 |
|