Wedgewood Investors’s JPMorgan Chase JPM Stock Holding History

Wedgewood Investors’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	$646K	Sell	2,227 -82	-4%	-$23.8K	0.74%	38
2025 Q1	$566K	Sell	2,309 -79	-3%	-$19.4K	0.67%	42
2024 Q4	$572K	Sell	2,388 -72	-3%	-$17.3K	0.67%	43
2024 Q3	$519K	Sell	2,460 -83	-3%	-$17.5K	0.57%	47
2024 Q2	$514K	Buy	+2,543	New	+$514K	0.61%	47
2023 Q4	$424K	Hold	2,491	–	–	0.53%	56
2023 Q3	$361K	Sell	2,491 -150	-6%	-$21.8K	0.49%	60
2023 Q2	$384K	Hold	2,641	–	–	0.49%	61
2023 Q1	$344K	Sell	2,641 -100	-4%	-$13K	0.45%	66
2022 Q4	$368K	Hold	2,741	–	–	0.48%	61
2022 Q3	$286K	Hold	2,741	–	–	0.44%	63
2022 Q2	$309K	Hold	2,741	–	–	0.44%	64
2022 Q1	$374K	Hold	2,741	–	–	0.45%	66
2021 Q4	$434K	Hold	2,741	–	–	0.51%	63
2021 Q3	$449K	Buy	2,741 +15	+0.6%	+$2.46K	0.58%	54
2021 Q2	$424K	Hold	2,726	–	–	0.53%	57
2021 Q1	$415K	Buy	2,726 +110	+4%	+$16.7K	0.52%	60
2020 Q4	$332K	Buy	2,616 +275	+12%	+$34.9K	0.43%	66
2020 Q3	$225K	Buy	2,341 +75	+3%	+$7.21K	0.34%	76
2020 Q2	$213K	Hold	2,266	–	–	0.34%	74
2020 Q1	$204K	Hold	2,266	–	–	0.39%	72
2019 Q4	$316K	Hold	2,266	–	–	0.45%	66
2019 Q3	$267K	Sell	2,266 -900	-28%	-$106K	0.4%	70
2019 Q2	$354K	Hold	3,166	–	–	0.51%	58
2019 Q1	$320K	Buy	3,166 +22	+0.7%	+$2.22K	0.5%	61
2018 Q4	$307K	Sell	3,144 -50	-2%	-$4.88K	0.56%	56
2018 Q3	$360K	Hold	3,194	–	–	0.57%	57
2018 Q2	$333K	Sell	3,194 -10	-0.3%	-$1.04K	0.57%	58
2018 Q1	$352K	Sell	3,204 -57	-2%	-$6.26K	0.3%	74
2017 Q4	$349K	Sell	3,261 -33	-1%	-$3.53K	0.28%	78
2017 Q3	$315K	Hold	3,294	–	–	0.27%	87
2017 Q2	$301K	Hold	3,294	–	–	0.26%	88
2017 Q1	$289K	Buy	3,294 +150	+5%	+$13.2K	0.25%	89
2016 Q4	$271K	Sell	3,144 -300	-9%	-$25.9K	0.25%	91
2016 Q3	$229K	Sell	3,444 -40	-1%	-$2.66K	0.21%	99
2016 Q2	$216K	Hold	3,484	–	–	0.21%	105
2016 Q1	$206K	Hold	3,484	–	–	0.21%	103
2015 Q4	$230K	Buy	3,484 +200	+6%	+$13.2K	0.23%	95
2015 Q3	$200K	Hold	3,284	–	–	0.2%	106
2015 Q2	$223K	Buy	+3,284	New	+$223K	0.21%	105