Westwood Management Corporation’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $839K | Hold |
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|
2022
Q3 | $654K | Hold |
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|
2022
Q2 | $705K | Hold |
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|
2022
Q1 | $853K | Hold |
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|
2021
Q4 | $991K | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $974K | Hold |
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|
2021
Q1 | $953K | Hold |
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|
2020
Q4 | $795K | Sell |
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|
2020
Q3 | $612K | Sell |
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|
2020
Q2 | $877K | Buy |
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|
2020
Q1 | $573K | Hold |
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|
2019
Q4 | $887K | Hold |
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|
2019
Q3 | $749K | Hold |
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|
2019
Q2 | $711K | Hold |
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|
2019
Q1 | $644K | Hold |
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|
2018
Q4 | $621K | Buy |
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|
2018
Q3 | $616K | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $22.9M | Buy |
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|
2017
Q4 | $9.5M | Buy |
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|
2017
Q3 | $621K | Hold |
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|
2017
Q2 | $594K | Hold |
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|
2017
Q1 | $571K | Buy |
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|
2016
Q4 | $471K | Hold |
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|
2016
Q3 | $364K | Hold |
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|
2016
Q2 | $339K | Sell |
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|
2016
Q1 | $460K | Sell |
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|
2015
Q4 | $684K | Sell |
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|
2015
Q3 | $17.7M | Buy |
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|
2015
Q2 | $8.14M | Buy |
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|
2015
Q1 | $331K | Hold |
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|
2014
Q4 | $342K | Hold |
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|
2014
Q3 | $329K | Sell |
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|
2014
Q2 | $617K | Buy |
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|
2014
Q1 | $638K | Buy |
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|
2013
Q4 | $556K | Hold |
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|
2013
Q3 | $491K | Sell |
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|
2013
Q2 | $5.46M | Buy |
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