Weik 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 | $4.2M | Buy |
14,472
+2
| +0% | +$580 | 1.66% | 18 |
|
|
2025
Q1 | $3.55M | Sell |
14,470
-160
| -1% | -$39.2K | 1.44% | 20 |
|
|
2024
Q4 | $3.51M | Sell |
14,630
-252
| -2% | -$60.4K | 1.43% | 21 |
|
|
2024
Q3 | $3.14M | Sell |
14,882
-110
| -0.7% | -$23.2K | 1.27% | 24 |
|
|
2024
Q2 | $3.03M | Sell |
14,992
-50
| -0.3% | -$10.1K | 1.3% | 23 |
|
|
2024
Q1 | $3.01M | Sell |
15,042
-538
| -3% | -$108K | 1.28% | 21 |
|
|
2023
Q4 | $2.65M | Sell |
15,580
-370
| -2% | -$62.9K | 1.23% | 24 |
|
|
2023
Q3 | $2.31M | Sell |
15,950
-5
| -0% | -$725 | 1.14% | 23 |
|
|
2023
Q2 | $2.32M | Sell |
15,955
-425
| -3% | -$61.8K | 1.1% | 23 |
|
|
2023
Q1 | $2.13M | Sell |
16,380
-85
| -0.5% | -$11.1K | 0.98% | 26 |
|
|
2022
Q4 | $2.21M | Hold |
16,465
| – | – | 1.03% | 26 |
|
|
2022
Q3 | $1.72M | Sell |
16,465
-390
| -2% | -$40.8K | 0.86% | 32 |
|
|
2022
Q2 | $1.9M | Buy |
16,855
+1,255
| +8% | +$141K | 0.86% | 32 |
|
|
2022
Q1 | $2.13M | Buy |
15,600
+655
| +4% | +$89.3K | 0.84% | 34 |
|
|
2021
Q4 | $2.37M | Sell |
14,945
-15
| -0.1% | -$2.38K | 0.9% | 33 |
|
|
2021
Q3 | $2.45M | Sell |
14,960
-1,650
| -10% | -$270K | 1.01% | 30 |
|
|
2021
Q2 | $2.58M | Buy |
16,610
+340
| +2% | +$52.9K | 1.01% | 31 |
|
|
2021
Q1 | $2.48M | Sell |
16,270
-50
| -0.3% | -$7.61K | 1.05% | 31 |
|
|
2020
Q4 | $2.07M | Sell |
16,320
-840
| -5% | -$107K | 0.93% | 32 |
|
|
2020
Q3 | $1.65M | Buy |
17,160
+55
| +0.3% | +$5.3K | 0.81% | 36 |
|
|
2020
Q2 | $1.61M | Sell |
17,105
-1,550
| -8% | -$146K | 0.87% | 35 |
|
|
2020
Q1 | $1.68M | Buy |
18,655
+510
| +3% | +$45.9K | 0.96% | 32 |
|
|
2019
Q4 | $2.53M | Sell |
18,145
-175
| -1% | -$24.4K | 1.14% | 29 |
|
|
2019
Q3 | $2.16M | Sell |
18,320
-115
| -0.6% | -$13.5K | 1.03% | 31 |
|
|
2019
Q2 | $2.06M | Sell |
18,435
-125
| -0.7% | -$14K | 0.99% | 32 |
|
|
2019
Q1 | $1.88M | Buy |
18,560
+551
| +3% | +$55.8K | 0.92% | 33 |
|
|
2018
Q4 | $1.76M | Buy |
18,009
+2,710
| +18% | +$265K | 0.96% | 33 |
|
|
2018
Q3 | $1.73M | Buy |
15,299
+200
| +1% | +$22.6K | 0.83% | 37 |
|
|
2018
Q2 | $1.57M | Buy |
15,099
+6,385
| +73% | +$665K | 0.77% | 39 |
|
|
2018
Q1 | $958K | Sell |
8,714
-25
| -0.3% | -$2.75K | 0.46% | 55 |
|
|
2017
Q4 | $935K | Hold |
8,739
| – | – | 0.44% | 58 |
|
|
2017
Q3 | $835K | Buy |
8,739
+1,400
| +19% | +$134K | 0.4% | 59 |
|
|
2017
Q2 | $671K | Buy |
7,339
+635
| +9% | +$58.1K | 0.35% | 65 |
|
|
2017
Q1 | $589K | Sell |
6,704
-200
| -3% | -$17.6K | 0.31% | 71 |
|
|
2016
Q4 | $596K | Hold |
6,904
| – | – | 0.33% | 68 |
|
|
2016
Q3 | $460K | Sell |
6,904
-140
| -2% | -$9.33K | 0.26% | 79 |
|
|
2016
Q2 | $438K | Hold |
7,044
| – | – | 0.26% | 75 |
|
|
2016
Q1 | $417K | Buy |
7,044
+300
| +4% | +$17.8K | 0.25% | 76 |
|
|
2015
Q4 | $445K | Hold |
6,744
| – | – | 0.27% | 71 |
|
|
2015
Q3 | $411K | Sell |
6,744
-1,275
| -16% | -$77.7K | 0.25% | 69 |
|
|
2015
Q2 | $543K | Hold |
8,019
| – | – | 0.31% | 63 |
|
|
2015
Q1 | $486K | Hold |
8,019
| – | – | 0.28% | 64 |
|
|
2014
Q4 | $502K | Buy |
8,019
+100
| +1% | +$6.26K | 0.29% | 62 |
|
|
2014
Q3 | $477K | Buy |
7,919
+400
| +5% | +$24.1K | 0.29% | 62 |
|
|
2014
Q2 | $433K | Buy |
7,519
+3,525
| +88% | +$203K | 0.27% | 70 |
|
|
2014
Q1 | $242K | Sell |
3,994
-1,906
| -32% | -$115K | 0.15% | 96 |
|
|
2013
Q4 | $345K | Buy |
5,900
+50
| +0.9% | +$2.92K | 0.21% | 84 |
|
|
2013
Q3 | $302K | Hold |
5,850
| – | – | 0.2% | 88 |
|
|
2013
Q2 | $309K | Buy |
+5,850
| New | +$309K | 0.22% | 78 |
|