WBC
West Branch Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.83M | Sell |
33,914
-188
| -0.6% | -$54.5K | 2.91% | 9 |
|
|
2025
Q1 | $8.37M | Buy |
34,102
+1,123
| +3% | +$275K | 2.79% | 9 |
|
|
2024
Q4 | $7.91M | Buy |
32,979
+693
| +2% | +$166K | 2.52% | 9 |
|
|
2024
Q3 | $6.81M | Buy |
32,286
+383
| +1% | +$80.8K | 2.35% | 9 |
|
|
2024
Q2 | $6.45M | Buy |
31,903
+79
| +0.2% | +$16K | 2.4% | 9 |
|
|
2024
Q1 | $6.37M | Buy |
31,824
+1,641
| +5% | +$329K | 2.57% | 9 |
|
|
2023
Q4 | $5.13M | Buy |
30,183
+936
| +3% | +$159K | 2.41% | 9 |
|
|
2023
Q3 | $4.24M | Sell |
29,247
-40
| -0.1% | -$5.8K | 2.23% | 10 |
|
|
2023
Q2 | $4.26M | Buy |
29,287
+282
| +1% | +$41K | 2.13% | 9 |
|
|
2023
Q1 | $3.78M | Sell |
29,005
-511
| -2% | -$66.6K | 2.11% | 11 |
|
|
2022
Q4 | $3.96M | Buy |
29,516
+222
| +0.8% | +$29.8K | 2.44% | 12 |
|
|
2022
Q3 | $3.06M | Sell |
29,294
-17
| -0.1% | -$1.78K | 1.9% | 13 |
|
|
2022
Q2 | $3.3M | Sell |
29,311
-70
| -0.2% | -$7.88K | 1.91% | 13 |
|
|
2022
Q1 | $4.01M | Sell |
29,381
-2,231
| -7% | -$304K | 1.91% | 12 |
|
|
2021
Q4 | $5.01M | Buy |
31,612
+1,038
| +3% | +$164K | 2.13% | 9 |
|
|
2021
Q3 | $5.01M | Sell |
30,574
-28
| -0.1% | -$4.58K | 2.41% | 9 |
|
|
2021
Q2 | $4.76M | Buy |
30,602
+383
| +1% | +$59.6K | 2.34% | 9 |
|
|
2021
Q1 | $4.6M | Sell |
30,219
-841
| -3% | -$128K | 2.69% | 8 |
|
|
2020
Q4 | $3.95M | Sell |
31,060
-1,950
| -6% | -$248K | 2.33% | 11 |
|
|
2020
Q3 | $3.18M | Sell |
33,010
-718
| -2% | -$69.1K | 2.03% | 12 |
|
|
2020
Q2 | $3.17M | Buy |
33,728
+1,814
| +6% | +$171K | 2.23% | 12 |
|
|
2020
Q1 | $2.87M | Sell |
31,914
-1,875
| -6% | -$169K | 2.74% | 10 |
|
|
2019
Q4 | $4.71M | Sell |
33,789
-2,674
| -7% | -$373K | 3.28% | 8 |
|
|
2019
Q3 | $4.29M | Sell |
36,463
-635
| -2% | -$74.7K | 3.18% | 9 |
|
|
2019
Q2 | $4.15M | Buy |
37,098
+1,886
| +5% | +$211K | 3.42% | 8 |
|
|
2019
Q1 | $3.56M | Sell |
35,212
-335
| -0.9% | -$33.9K | 3.19% | 7 |
|
|
2018
Q4 | $3.47M | Sell |
35,547
-1,625
| -4% | -$159K | 3.65% | 7 |
|
|
2018
Q3 | $4.19M | Sell |
37,172
-317
| -0.8% | -$35.8K | 3.11% | 7 |
|
|
2018
Q2 | $3.91M | Buy |
37,489
+7,664
| +26% | +$799K | 3.08% | 6 |
|
|
2018
Q1 | $3.28M | Buy |
+29,825
| New | +$3.28M | 3.6% | 7 |
|