Westfield Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4.94M | Sell |
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|
2022
Q2 | $5.43M | Buy |
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|
2022
Q1 | $4.25M | Buy |
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|
2021
Q4 | $998K | Hold |
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|
2021
Q3 | $1.03M | Hold |
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|
2021
Q2 | $980K | Hold |
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|
2021
Q1 | $959K | Hold |
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|
2020
Q4 | $801K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $39.1M | Buy |
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|
2020
Q1 | $8.9M | Buy |
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|
2019
Q4 | $13.6M | Buy |
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|
2019
Q3 | $7.53M | Sell |
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|
2019
Q2 | $7.27M | Sell |
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|
2019
Q1 | $6.61M | Sell |
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|
2018
Q4 | $6.57M | Sell |
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|
2018
Q3 | $7.65M | Sell |
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|
2018
Q2 | $7.17M | Buy |
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|
2018
Q1 | $7.47M | Buy |
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|
2017
Q4 | $5.91M | Sell |
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|
2017
Q3 | $5.3M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $8.06M | Sell |
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|
2016
Q4 | $8.01M | Buy |
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|
2016
Q3 | $6.13M | Sell |
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|
2016
Q2 | $5.74M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $132M | Buy |
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|
2014
Q3 | $127M | Buy |
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|
2014
Q2 | $101M | Sell |
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|
2014
Q1 | $109M | Sell |
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|
2013
Q4 | $110M | Sell |
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|
2013
Q3 | $97.7M | Sell |
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|
2013
Q2 | $105M | Buy |
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