Well Done LLC’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
Q1 | $3.26M | Sell |
11,099
-185
| -2% | -$56.1K | 0.48% | 44 |
|
|
2025
Q4 | $3.64M | Sell |
11,284
-43
| -0.4% | -$13.3K | 0.54% | 42 |
|
|
2025
Q3 | $3.57M | Buy |
11,327
+5
| +0% | +$1.49K | 0.61% | 39 |
|
|
2025
Q2 | $3.28M | Buy |
11,322
+52
| +0.5% | +$13.3K | 0.62% | 38 |
|
|
2025
Q1 | $2.7M | Sell |
11,270
-83
| -0.7% | -$21.2K | 0.49% | 42 |
|
|
2024
Q4 | $2.39M | Hold |
11,353
| – | – | 0.44% | 41 |
|
|
2024
Q3 | $2.39M | Sell |
11,353
-1,127
| -9% | -$237K | 0.44% | 41 |
|
|
2024
Q2 | $2.52M | Sell |
12,480
-618
| -5% | -$121K | 0.52% | 41 |
|
|
2024
Q1 | $2.62M | Buy |
13,098
+56
| +0.4% | +$10.1K | 0.52% | 39 |
|
|
2023
Q4 | $2.22M | Buy |
13,042
+1,848
| +17% | +$280K | 0.43% | 42 |
|
|
2023
Q3 | $1.62M | Hold |
11,194
| – | – | 0.36% | 46 |
|
|
2023
Q2 | $1.63M | Buy |
11,194
+1,345
| +14% | +$185K | 0.35% | 47 |
|
|
2023
Q1 | $1.28M | Buy |
9,849
+115
| +1% | +$15.8K | 0.28% | 54 |
|
|
2022
Q4 | $1.31M | Buy |
9,734
+1,089
| +13% | +$138K | 0.28% | 56 |
|
|
2022
Q3 | $903K | Sell |
8,645
-217
| -2% | -$24.9K | 0.22% | 59 |
|
|
2022
Q2 | $998K | Buy |
8,862
+18
| +0.2% | +$2.23K | 0.22% | 64 |
|
|
2022
Q1 | $1.21M | Sell |
8,844
-138
| -2% | -$20.4K | 0.24% | 65 |
|
|
2021
Q4 | $1.42M | Sell |
8,982
-330
| -4% | -$54.2K | 0.29% | 57 |
|
|
2021
Q3 | $1.52M | Buy |
9,312
+682
| +8% | +$107K | 0.34% | 52 |
|
|
2021
Q2 | $1.34M | Sell |
8,630
-93
| -1% | -$14.6K | 0.3% | 55 |
|
|
2021
Q1 | $1.33M | Buy |
8,723
+366
| +4% | +$52.7K | 0.3% | 56 |
|
|
2020
Q4 | $1.06M | Buy |
8,357
+5
| +0.1% | +$559 | 0.26% | 57 |
|
|
2020
Q3 | $804K | Buy |
8,352
+98
| +1% | +$9.62K | 0.23% | 66 |
|
|
2020
Q2 | $776K | Sell |
8,254
-34
| -0.4% | -$3.23K | 0.21% | 66 |
|
|
2020
Q1 | $746K | Sell |
8,288
-7
| -0.1% | -$850 | 0.23% | 59 |
|
|
2019
Q4 | $1.16M | Sell |
8,295
-6
| -0.1% | -$770 | 0.27% | 59 |
|
|
2019
Q3 | $977K | Sell |
8,301
-27
| -0.3% | -$3.05K | 0.24% | 59 |
|
|
2019
Q2 | $931K | Buy |
8,328
+34
| +0.4% | +$3.75K | 0.22% | 62 |
|
|
2019
Q1 | $840K | Sell |
8,294
-73
| -0.9% | -$7.52K | 0.21% | 64 |
|
|
2018
Q4 | $817K | Buy |
8,367
+756
| +10% | +$80.5K | 0.23% | 58 |
|
|
2018
Q3 | $859K | Hold |
7,611
| – | – | 0.24% | 55 |
|
|
2018
Q2 | $793K | Buy |
7,611
+1,432
| +23% | +$157K | 0.24% | 56 |
|
|
2018
Q1 | $680K | Sell |
6,179
-1,000
| -14% | -$113K | 0.21% | 53 |
|
|
2017
Q4 | $768K | Buy |
7,179
+297
| +4% | +$30.1K | 0.25% | 54 |
|
|
2017
Q3 | $657K | Buy |
6,882
+105
| +2% | +$9.68K | 0.2% | 69 |
|
|
2017
Q2 | $619K | Hold |
6,777
| – | – | 0.22% | 52 |
|
|
2017
Q1 | $595K | Buy |
6,777
+271
| +4% | +$23.9K | 0.21% | 53 |
|
|
2016
Q4 | $561K | Sell |
6,506
-184
| -3% | -$14K | 0.21% | 53 |
|
|
2016
Q3 | $218 | Hold |
6,690
| – | – | 0.08% | 79 |
|
|
2016
Q2 | $416K | Sell |
6,690
-138
| -2% | -$8.62K | 0.15% | 60 |
|
|
2016
Q1 | $405K | Sell |
6,828
-44
| -0.6% | -$2.57K | 0.15% | 52 |
|
|
2015
Q4 | $454K | Buy |
+6,872
| New | +$447K | 0.16% | 53 |
|
Other funds holding JPM
VCM
VPM
