Weil Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.09M | Sell |
9,436
-3,409
| -27% | -$1.06M | 0.54% | 34 |
|
|
2026
Q1 | $3.78M | Sell |
12,845
-490
| -4% | -$149K | 0.85% | 32 |
|
|
2025
Q4 | $4.3M | Sell |
13,335
-1,187
| -8% | -$368K | 0.99% | 28 |
|
|
2025
Q3 | $4.58M | Sell |
14,522
-225
| -2% | -$66.9K | 1.1% | 25 |
|
|
2025
Q2 | $4.28M | Sell |
14,747
-1,083
| -7% | -$276K | 1.13% | 23 |
|
|
2025
Q1 | $3.88M | Sell |
15,830
-1,401
| -8% | -$357K | 1.16% | 25 |
|
|
2024
Q4 | $4.13M | Sell |
17,231
-1,892
| -10% | -$441K | 1.43% | 21 |
|
|
2024
Q3 | $4.03M | Sell |
19,123
-3,043
| -14% | -$641K | 1.32% | 20 |
|
|
2024
Q2 | $4.48M | Sell |
22,166
-385
| -2% | -$75.3K | 1.64% | 17 |
|
|
2024
Q1 | $4.52M | Sell |
22,551
-8,830
| -28% | -$1.59M | 1.79% | 14 |
|
|
2023
Q4 | $5.34M | Sell |
31,381
-6,238
| -17% | -$945K | 2.34% | 8 |
|
|
2023
Q3 | $5.46M | Buy |
37,619
+2,346
| +7% | +$352K | 2.71% | 6 |
|
|
2023
Q2 | $5.13M | Sell |
35,273
-1,318
| -4% | -$181K | 2.28% | 7 |
|
|
2023
Q1 | $4.77M | Sell |
36,591
-84
| -0.2% | -$11.5K | 2.16% | 9 |
|
|
2022
Q4 | $4.92M | Buy |
36,675
+6,812
| +23% | +$863K | 2.24% | 8 |
|
|
2022
Q3 | $3.12M | Buy |
29,863
+1,202
| +4% | +$138K | 1.92% | 9 |
|
|
2022
Q2 | $3.23M | Buy |
28,661
+6,582
| +30% | +$815K | 1.82% | 9 |
|
|
2022
Q1 | $3.01M | Sell |
22,079
-6,483
| -23% | -$957K | 1.51% | 14 |
|
|
2021
Q4 | $4.52M | Sell |
28,562
-3,063
| -10% | -$503K | 2.11% | 10 |
|
|
2021
Q3 | $5.18M | Sell |
31,625
-796
| -2% | -$125K | 2.69% | 5 |
|
|
2021
Q2 | $5.04M | Sell |
32,421
-1,500
| -4% | -$236K | 2.55% | 7 |
|
|
2021
Q1 | $5.16M | Sell |
33,921
-1,668
| -5% | -$240K | 2.92% | 5 |
|
|
2020
Q4 | $4.52M | Buy |
35,589
+246
| +0.7% | +$27.5K | 2.71% | 8 |
|
|
2020
Q3 | $3.4M | Sell |
35,343
-4,405
| -11% | -$433K | 2.48% | 8 |
|
|
2020
Q2 | $3.74M | Buy |
39,748
+5,700
| +17% | +$541K | 3.16% | 7 |
|
|
2020
Q1 | $3.06M | Buy |
34,048
+10,288
| +43% | +$1.25M | 2.88% | 8 |
|
|
2019
Q4 | $3.31M | Sell |
23,760
-2,356
| -9% | -$302K | 2.53% | 8 |
|
|
2019
Q3 | $3.07M | Buy |
26,116
+1,991
| +8% | +$225K | 2.28% | 8 |
|
|
2019
Q2 | $2.7M | Buy |
24,125
+2,292
| +10% | +$253K | 2.19% | 11 |
|
|
2019
Q1 | $2.21M | Buy |
21,833
+20
| +0.1% | +$2.06K | 1.85% | 11 |
|
|
2018
Q4 | $2.13M | Buy |
21,813
+3,121
| +17% | +$333K | 1.93% | 13 |
|
|
2018
Q3 | $2.08M | Buy |
18,692
+3,832
| +26% | +$435K | 1.72% | 12 |
|
|
2018
Q2 | $1.55M | Buy |
14,860
+7
| +0% | +$768 | 1.31% | 21 |
|
|
2018
Q1 | $1.63M | Buy |
14,853
+26
| +0.2% | +$2.94K | 1.53% | 18 |
|
|
2017
Q4 | $1.59M | Buy |
+14,827
| New | +$1.5M | 1.45% | 20 |
|
Other funds holding JPM
Weil Company's JPM Position: Q2 2026 in Review
Weil Company reduced its JPMorgan Chase (JPM) stake by 27% in Q2 2026, selling an estimated $1.06M and leaving 9,436 shares worth $3.09M. The position accounts for 0.54% of the portfolio, ranked #34.
Weil Company first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.46M in Q3 2023. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Weil Company held 9,436 shares of JPMorgan Chase worth $3.09M as of Q2 2026.
- Weil Company sold 3,409 JPMorgan Chase shares in Q2 2026, an estimated $1.06M.
- JPMorgan Chase made up 0.54% of Weil Company's portfolio in Q2 2026, its #34 holding.
- Weil Company first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- Weil Company's JPMorgan Chase position peaked at $5.46M in Q3 2023.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.