Wellington Shields & Co’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 | $14.4M | Buy |
49,835
+1,611
| +3% | +$467K | 4.09% | 3 |
|
|
2025
Q1 | $11.8M | Hold |
48,224
| – | – | 3.7% | 3 |
|
|
2024
Q4 | $11.6M | Sell |
48,224
-127
| -0.3% | -$30.4K | 3.54% | 3 |
|
|
2024
Q3 | $10.2M | Buy |
48,351
+3
| +0% | +$633 | 3.1% | 4 |
|
|
2024
Q2 | $9.78M | Buy |
48,348
+16
| +0% | +$3.24K | 3.19% | 4 |
|
|
2024
Q1 | $9.68M | Buy |
48,332
+14
| +0% | +$2.8K | 3.24% | 4 |
|
|
2023
Q4 | $8.22M | Sell |
48,318
-382
| -0.8% | -$65K | 3.03% | 3 |
|
|
2023
Q3 | $7.06M | Sell |
48,700
-296
| -0.6% | -$42.9K | 1.77% | 5 |
|
|
2023
Q2 | $7.13M | Buy |
48,996
+917
| +2% | +$133K | 1.68% | 5 |
|
|
2023
Q1 | $6.27M | Buy |
48,079
+1,221
| +3% | +$159K | 1.4% | 5 |
|
|
2022
Q4 | $6.28M | Sell |
46,858
-982
| -2% | -$132K | 1.43% | 5 |
|
|
2022
Q3 | $5M | Buy |
47,840
+30
| +0.1% | +$3.14K | 2.18% | 5 |
|
|
2022
Q2 | $5.38M | Sell |
47,810
-1,773
| -4% | -$200K | 1.3% | 5 |
|
|
2022
Q1 | $6.76M | Buy |
49,583
+10,187
| +26% | +$1.39M | 2.22% | 5 |
|
|
2021
Q4 | $6.24M | Sell |
39,396
-41
| -0.1% | -$6.49K | 1.25% | 7 |
|
|
2021
Q3 | $6.46M | Buy |
39,437
+20
| +0.1% | +$3.27K | 2.25% | 5 |
|
|
2021
Q2 | $6.13M | Sell |
39,417
-980
| -2% | -$152K | 2.02% | 6 |
|
|
2021
Q1 | $6.15M | Sell |
40,397
-5,611
| -12% | -$854K | 2.2% | 5 |
|
|
2020
Q4 | $5.85M | Sell |
46,008
-520
| -1% | -$66.1K | 2.09% | 6 |
|
|
2020
Q3 | $4.48M | Buy |
46,528
+30
| +0.1% | +$2.89K | 1.88% | 7 |
|
|
2020
Q2 | $4.37M | Buy |
46,498
+130
| +0.3% | +$12.2K | 1.92% | 7 |
|
|
2020
Q1 | $4.17M | Sell |
46,368
-1,529
| -3% | -$138K | 2.3% | 6 |
|
|
2019
Q4 | $6.68M | Buy |
47,897
+37,822
| +375% | +$5.27M | 2.96% | 4 |
|
|
2019
Q3 | $1.19M | Sell |
10,075
-37,777
| -79% | -$4.45M | 1.83% | 13 |
|
|
2019
Q2 | $5.35M | Buy |
47,852
+21
| +0% | +$2.35K | 2.52% | 4 |
|
|
2019
Q1 | $4.84M | Sell |
47,831
-3,733
| -7% | -$378K | 2.47% | 4 |
|
|
2018
Q4 | $5.03M | Buy |
51,564
+23,540
| +84% | +$2.3M | 2.88% | 3 |
|
|
2018
Q3 | $3.16M | Sell |
28,024
-435
| -2% | -$49.1K | 1.71% | 14 |
|
|
2018
Q2 | $2.97M | Sell |
28,459
-435
| -2% | -$45.3K | 1.54% | 15 |
|
|
2018
Q1 | $3.18M | Buy |
28,894
+265
| +0.9% | +$29.1K | 1.71% | 14 |
|
|
2017
Q4 | $3.06M | Sell |
28,629
-739
| -3% | -$79K | 1.65% | 15 |
|
|
2017
Q3 | $2.81M | Buy |
29,368
+200
| +0.7% | +$19.1K | 0.93% | 16 |
|
|
2017
Q2 | $2.67M | Buy |
29,168
+1,000
| +4% | +$91.4K | 0.92% | 16 |
|
|
2017
Q1 | $2.47M | Buy |
28,168
+375
| +1% | +$32.9K | 0.74% | 19 |
|
|
2016
Q4 | $2.4M | Buy |
27,793
+56
| +0.2% | +$4.83K | 1.26% | 21 |
|
|
2016
Q3 | $1.85M | Buy |
27,737
+5
| +0% | +$333 | 0.94% | 23 |
|
|
2016
Q2 | $1.72M | Buy |
27,732
+4,280
| +18% | +$266K | 1.07% | 20 |
|
|
2016
Q1 | $1.39M | Buy |
23,452
+2,705
| +13% | +$160K | 0.93% | 22 |
|
|
2015
Q4 | $1.37M | Buy |
20,747
+5
| +0% | +$330 | 0.91% | 22 |
|
|
2015
Q3 | $1.27M | Hold |
20,742
| – | – | 0.96% | 23 |
|
|
2015
Q2 | $1.41M | Hold |
20,742
| – | – | 0.47% | 21 |
|
|
2015
Q1 | $1.26M | Hold |
20,742
| – | – | 0.74% | 24 |
|
|
2014
Q4 | $1.3M | Buy |
20,742
+725
| +4% | +$45.4K | 0.74% | 23 |
|
|
2014
Q3 | $1.21M | Hold |
20,017
| – | – | 0.76% | 22 |
|
|
2014
Q2 | $1.15M | Buy |
20,017
+700
| +4% | +$40.3K | 0.72% | 26 |
|
|
2014
Q1 | $1.17M | Sell |
19,317
-102
| -0.5% | -$6.19K | 0.74% | 23 |
|
|
2013
Q4 | $1.14M | Buy |
19,419
+300
| +2% | +$17.6K | 0.77% | 23 |
|
|
2013
Q3 | $988K | Buy |
19,119
+2,000
| +12% | +$103K | 0.78% | 26 |
|
|
2013
Q2 | $904 | Buy |
+17,119
| New | +$904 | 0.03% | 34 |
|