Westchester Capital Management (Nebraska)’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
Q2 | $25.2M | Sell |
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|
2025
Q1 | $21.6M | Buy |
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|
2024
Q4 | $20.7M | Sell |
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|
2024
Q3 | $18.9M | Sell |
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|
2024
Q2 | $18.7M | Sell |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $15.9M | Sell |
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|
2023
Q3 | $13.7M | Buy |
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|
2023
Q2 | $13.7M | Sell |
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|
2023
Q1 | $12.4M | Sell |
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|
2022
Q4 | $13M | Sell |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $15M | Sell |
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|
2021
Q3 | $15.5M | Sell |
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|
2021
Q2 | $14.8M | Buy |
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|
2021
Q1 | $13.8M | Sell |
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|
2020
Q4 | $11.6M | Sell |
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|
2020
Q3 | $8.84M | Buy |
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|
2020
Q2 | $8.33M | Sell |
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|
2020
Q1 | $7.97M | Buy |
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|
2019
Q4 | $12.3M | Buy |
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|
2019
Q3 | $10.3M | Buy |
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|
2019
Q2 | $9.76M | Buy |
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|
2019
Q1 | $8.61M | Buy |
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|
2018
Q4 | $8.16M | Sell |
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|
2018
Q3 | $9.65M | Buy |
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|
2018
Q2 | $8.8M | Sell |
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|
2018
Q1 | $9.35M | Buy |
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|
2017
Q4 | $12K | Hold |
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|
2017
Q3 | $10K | Buy |
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