Weik 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
Q2 | $4.2M | Buy |
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|
2025
Q1 | $3.55M | Sell |
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|
2024
Q4 | $3.51M | Sell |
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|
2024
Q3 | $3.14M | Sell |
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|
2024
Q2 | $3.03M | Sell |
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|
2024
Q1 | $3.01M | Sell |
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|
2023
Q4 | $2.65M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $2.21M | Hold |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $2.37M | Sell |
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|
2021
Q3 | $2.45M | Sell |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $2.48M | Sell |
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|
2020
Q4 | $2.07M | Sell |
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|
2020
Q3 | $1.65M | Buy |
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|
2020
Q2 | $1.61M | Sell |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $2.53M | Sell |
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|
2019
Q3 | $2.16M | Sell |
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|
2019
Q2 | $2.06M | Sell |
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|
2019
Q1 | $1.88M | Buy |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $1.73M | Buy |
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|
2018
Q2 | $1.57M | Buy |
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|
2018
Q1 | $958K | Sell |
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|
2017
Q4 | $935K | Hold |
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|
2017
Q3 | $835K | Buy |
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|
2017
Q2 | $671K | Buy |
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|
2017
Q1 | $589K | Sell |
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|
2016
Q4 | $596K | Hold |
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|
2016
Q3 | $460K | Sell |
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|
2016
Q2 | $438K | Hold |
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|
2016
Q1 | $417K | Buy |
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|
2015
Q4 | $445K | Hold |
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|
2015
Q3 | $411K | Sell |
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|
2015
Q2 | $543K | Hold |
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|
2015
Q1 | $486K | Hold |
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|
2014
Q4 | $502K | Buy |
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|
2014
Q3 | $477K | Buy |
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|
2014
Q2 | $433K | Buy |
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|
2014
Q1 | $242K | Sell |
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|
2013
Q4 | $345K | Buy |
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|
2013
Q3 | $302K | Hold |
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|
2013
Q2 | $309K | Buy |
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