Weil Company’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 | $4.28M | Sell |
14,747
-1,083
| -7% | -$314K | 1.13% | 23 |
|
|
2025
Q1 | $3.88M | Sell |
15,830
-1,401
| -8% | -$344K | 1.16% | 25 |
|
|
2024
Q4 | $4.13M | Sell |
17,231
-1,892
| -10% | -$454K | 1.43% | 21 |
|
|
2024
Q3 | $4.03M | Sell |
19,123
-3,043
| -14% | -$642K | 1.32% | 20 |
|
|
2024
Q2 | $4.48M | Sell |
22,166
-385
| -2% | -$77.9K | 1.64% | 17 |
|
|
2024
Q1 | $4.52M | Sell |
22,551
-8,830
| -28% | -$1.77M | 1.79% | 14 |
|
|
2023
Q4 | $5.34M | Sell |
31,381
-6,238
| -17% | -$1.06M | 2.34% | 8 |
|
|
2023
Q3 | $5.46M | Buy |
37,619
+2,346
| +7% | +$340K | 2.71% | 6 |
|
|
2023
Q2 | $5.13M | Sell |
35,273
-1,318
| -4% | -$192K | 2.28% | 7 |
|
|
2023
Q1 | $4.77M | Sell |
36,591
-84
| -0.2% | -$10.9K | 2.16% | 9 |
|
|
2022
Q4 | $4.92M | Buy |
36,675
+6,812
| +23% | +$913K | 2.24% | 8 |
|
|
2022
Q3 | $3.12M | Buy |
29,863
+1,202
| +4% | +$126K | 1.92% | 9 |
|
|
2022
Q2 | $3.23M | Buy |
28,661
+6,582
| +30% | +$741K | 1.82% | 9 |
|
|
2022
Q1 | $3.01M | Sell |
22,079
-6,483
| -23% | -$884K | 1.51% | 14 |
|
|
2021
Q4 | $4.52M | Sell |
28,562
-3,063
| -10% | -$485K | 2.11% | 10 |
|
|
2021
Q3 | $5.18M | Sell |
31,625
-796
| -2% | -$130K | 2.69% | 5 |
|
|
2021
Q2 | $5.04M | Sell |
32,421
-1,500
| -4% | -$233K | 2.55% | 7 |
|
|
2021
Q1 | $5.16M | Sell |
33,921
-1,668
| -5% | -$254K | 2.92% | 5 |
|
|
2020
Q4 | $4.52M | Buy |
35,589
+246
| +0.7% | +$31.3K | 2.71% | 8 |
|
|
2020
Q3 | $3.4M | Sell |
35,343
-4,405
| -11% | -$424K | 2.48% | 8 |
|
|
2020
Q2 | $3.74M | Buy |
39,748
+5,700
| +17% | +$536K | 3.16% | 7 |
|
|
2020
Q1 | $3.07M | Buy |
34,048
+10,288
| +43% | +$926K | 2.88% | 8 |
|
|
2019
Q4 | $3.31M | Sell |
23,760
-2,356
| -9% | -$328K | 2.53% | 8 |
|
|
2019
Q3 | $3.07M | Buy |
26,116
+1,991
| +8% | +$234K | 2.28% | 8 |
|
|
2019
Q2 | $2.7M | Buy |
24,125
+2,292
| +10% | +$256K | 2.19% | 11 |
|
|
2019
Q1 | $2.21M | Buy |
21,833
+20
| +0.1% | +$2.02K | 1.85% | 11 |
|
|
2018
Q4 | $2.13M | Buy |
21,813
+3,121
| +17% | +$305K | 1.93% | 13 |
|
|
2018
Q3 | $2.08M | Buy |
18,692
+3,832
| +26% | +$427K | 1.72% | 12 |
|
|
2018
Q2 | $1.55M | Buy |
14,860
+7
| +0% | +$729 | 1.31% | 21 |
|
|
2018
Q1 | $1.63M | Buy |
14,853
+26
| +0.2% | +$2.86K | 1.53% | 18 |
|
|
2017
Q4 | $1.59M | Buy |
+14,827
| New | +$1.59M | 1.45% | 20 |
|