Wedmont Private Capital’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 | $12.5M | Buy |
44,047
+1,548
| +4% | +$438K | 0.53% | 29 |
|
|
2025
Q1 | $10M | Buy |
42,499
+1,783
| +4% | +$421K | 0.51% | 33 |
|
|
2024
Q4 | $9.77M | Buy |
40,716
+4,107
| +11% | +$985K | 0.52% | 32 |
|
|
2024
Q3 | $7.72M | Buy |
36,609
+1,448
| +4% | +$305K | 0.44% | 36 |
|
|
2024
Q2 | $7.21M | Buy |
35,161
+3,059
| +10% | +$627K | 0.45% | 38 |
|
|
2024
Q1 | $6.33M | Buy |
32,102
+1,662
| +5% | +$328K | 0.46% | 34 |
|
|
2023
Q4 | $5.24M | Buy |
30,440
+4,050
| +15% | +$697K | 0.43% | 36 |
|
|
2023
Q3 | $3.82M | Buy |
26,390
+2,188
| +9% | +$317K | 0.39% | 40 |
|
|
2023
Q2 | $3.62M | Buy |
24,202
+5,075
| +27% | +$760K | 0.39% | 43 |
|
|
2023
Q1 | $2.45M | Buy |
19,127
+1,577
| +9% | +$202K | 0.32% | 50 |
|
|
2022
Q4 | $2.42M | Buy |
17,550
+2,982
| +20% | +$411K | 0.36% | 46 |
|
|
2022
Q3 | $1.52M | Buy |
14,568
+1,622
| +13% | +$169K | 0.31% | 52 |
|
|
2022
Q2 | $1.46M | Buy |
12,946
+2,853
| +28% | +$321K | 0.31% | 51 |
|
|
2022
Q1 | $1.37M | Buy |
10,093
+1,017
| +11% | +$138K | 0.31% | 56 |
|
|
2021
Q4 | $1.53M | Buy |
+9,076
| New | +$1.53M | 0.47% | 40 |
|