WCMN
Westchester Capital Management (Nebraska)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
86,805
-1,289
| -1% | -$374K | 5.92% | 5 |
|
|
2025
Q1 | $21.6M | Buy |
88,094
+1,813
| +2% | +$445K | 5.37% | 6 |
|
|
2024
Q4 | $20.7M | Sell |
86,281
-3,384
| -4% | -$811K | 5.2% | 7 |
|
|
2024
Q3 | $18.9M | Sell |
89,665
-2,825
| -3% | -$596K | 4.59% | 7 |
|
|
2024
Q2 | $18.7M | Sell |
92,490
-1,214
| -1% | -$246K | 4.72% | 8 |
|
|
2024
Q1 | $18.8M | Buy |
93,704
+442
| +0.5% | +$88.5K | 4.71% | 6 |
|
|
2023
Q4 | $15.9M | Sell |
93,262
-1,325
| -1% | -$225K | 4.27% | 8 |
|
|
2023
Q3 | $13.7M | Buy |
94,587
+245
| +0.3% | +$35.5K | 3.93% | 11 |
|
|
2023
Q2 | $13.7M | Sell |
94,342
-577
| -0.6% | -$83.9K | 3.82% | 12 |
|
|
2023
Q1 | $12.4M | Sell |
94,919
-1,719
| -2% | -$224K | 3.56% | 14 |
|
|
2022
Q4 | $13M | Sell |
96,638
-588
| -0.6% | -$78.9K | 3.81% | 13 |
|
|
2022
Q3 | $10.2M | Buy |
97,226
+576
| +0.6% | +$60.2K | 3.28% | 19 |
|
|
2022
Q2 | $10.9M | Buy |
96,650
+1,066
| +1% | +$120K | 3.32% | 16 |
|
|
2022
Q1 | $13M | Buy |
95,584
+713
| +0.8% | +$97.2K | 3.36% | 15 |
|
|
2021
Q4 | $15M | Sell |
94,871
-90
| -0.1% | -$14.3K | 3.84% | 12 |
|
|
2021
Q3 | $15.5M | Sell |
94,961
-66
| -0.1% | -$10.8K | 4.33% | 6 |
|
|
2021
Q2 | $14.8M | Buy |
95,027
+4,509
| +5% | +$701K | 4.15% | 6 |
|
|
2021
Q1 | $13.8M | Sell |
90,518
-628
| -0.7% | -$95.6K | 3.99% | 7 |
|
|
2020
Q4 | $11.6M | Sell |
91,146
-625
| -0.7% | -$79.4K | 3.66% | 12 |
|
|
2020
Q3 | $8.84M | Buy |
91,771
+3,210
| +4% | +$309K | 3.14% | 19 |
|
|
2020
Q2 | $8.33M | Sell |
88,561
-17
| -0% | -$1.6K | 3.14% | 17 |
|
|
2020
Q1 | $7.98M | Buy |
88,578
+130
| +0.1% | +$11.7K | 3.56% | 15 |
|
|
2019
Q4 | $12.3M | Buy |
88,448
+600
| +0.7% | +$83.6K | 4.3% | 5 |
|
|
2019
Q3 | $10.3M | Buy |
87,848
+560
| +0.6% | +$65.9K | 4.06% | 12 |
|
|
2019
Q2 | $9.76M | Buy |
87,288
+2,235
| +3% | +$250K | 3.82% | 13 |
|
|
2019
Q1 | $8.61M | Buy |
85,053
+1,445
| +2% | +$146K | 3.68% | 16 |
|
|
2018
Q4 | $8.16M | Sell |
83,608
-1,935
| -2% | -$189K | 3.79% | 16 |
|
|
2018
Q3 | $9.65M | Buy |
85,543
+1,065
| +1% | +$120K | 3.83% | 12 |
|
|
2018
Q2 | $8.8M | Sell |
84,478
-562
| -0.7% | -$58.6K | 3.74% | 14 |
|
|
2018
Q1 | $9.35M | Buy |
85,040
+84,931
| +77,918% | +$9.34M | 3.95% | 10 |
|
|
2017
Q4 | $12K | Hold |
109
| – | – | ﹤0.01% | 33 |
|
|
2017
Q3 | $10K | Buy |
+109
| New | +$10K | ﹤0.01% | 33 |
|