Werlinich Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.1M | Hold |
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|
2025
Q2 | $10.2M | Hold |
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|
2025
Q1 | $8.63M | Hold |
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|
2024
Q4 | $8.42M | Hold |
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|
2024
Q3 | $7.42M | Hold |
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|
2024
Q2 | $7.01M | Hold |
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|
2024
Q1 | $7.02M | Sell |
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|
2023
Q4 | $6.3M | Sell |
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|
2023
Q3 | $5.49M | Sell |
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|
2023
Q2 | $5.56M | Hold |
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|
2023
Q1 | $4.98M | Sell |
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|
2022
Q4 | $5.13M | Buy |
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|
2022
Q3 | $3.98M | Hold |
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|
2022
Q2 | $4.29M | Sell |
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|
2022
Q1 | $5.22M | Hold |
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|
2021
Q4 | $6.06M | Hold |
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|
2021
Q3 | $6.26M | Hold |
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|
2021
Q2 | $5.95M | Hold |
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|
2021
Q1 | $5.83M | Buy |
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