Westhampton Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
4,939
-40
| -0.8% | -$11.6K | 0.74% | 48 |
|
|
2025
Q1 | $1.22M | Hold |
4,979
| – | – | 0.67% | 53 |
|
|
2024
Q4 | $1.19M | Buy |
4,979
+20
| +0.4% | +$4.79K | 0.61% | 54 |
|
|
2024
Q3 | $1.05M | Hold |
4,959
| – | – | 0.53% | 59 |
|
|
2024
Q2 | $1M | Buy |
4,959
+1
| +0% | +$202 | 0.54% | 58 |
|
|
2024
Q1 | $993K | Hold |
4,958
| – | – | 0.54% | 59 |
|
|
2023
Q4 | $843K | Sell |
4,958
-2
| -0% | -$340 | 0.5% | 61 |
|
|
2023
Q3 | $719K | Buy |
+4,960
| New | +$719K | 0.46% | 68 |
|
|
2023
Q2 | – | Sell |
-5,757
| Closed | -$750K | – | 118 |
|
|
2023
Q1 | $750K | Buy |
5,757
+40
| +0.7% | +$5.21K | 0.48% | 64 |
|
|
2022
Q4 | $767K | Buy |
5,717
+240
| +4% | +$32.2K | 0.52% | 62 |
|
|
2022
Q3 | $572K | Sell |
5,477
-365
| -6% | -$38.1K | 0.43% | 71 |
|
|
2022
Q2 | $658K | Buy |
5,842
+1,275
| +28% | +$144K | 0.47% | 69 |
|
|
2022
Q1 | $623K | Buy |
4,567
+90
| +2% | +$12.3K | 0.4% | 73 |
|
|
2021
Q4 | $709K | Buy |
4,477
+30
| +0.7% | +$4.75K | 0.43% | 71 |
|
|
2021
Q3 | $728K | Sell |
4,447
-950
| -18% | -$156K | 0.5% | 63 |
|
|
2021
Q2 | $839K | Buy |
5,397
+1,015
| +23% | +$158K | 0.55% | 57 |
|
|
2021
Q1 | $667K | Sell |
4,382
-280
| -6% | -$42.6K | 0.46% | 64 |
|
|
2020
Q4 | $592K | Sell |
4,662
-220
| -5% | -$27.9K | 0.44% | 62 |
|
|
2020
Q3 | $470K | Buy |
4,882
+340
| +7% | +$32.7K | 0.38% | 70 |
|
|
2020
Q2 | $427K | Buy |
4,542
+520
| +13% | +$48.9K | 0.37% | 75 |
|
|
2020
Q1 | $362K | Buy |
4,022
+1,000
| +33% | +$90K | 0.38% | 71 |
|
|
2019
Q4 | $421K | Sell |
3,022
-500
| -14% | -$69.7K | 0.34% | 77 |
|
|
2019
Q3 | $415K | Hold |
3,522
| – | – | 0.35% | 76 |
|
|
2019
Q2 | $394K | Buy |
+3,522
| New | +$394K | 0.33% | 76 |
|