WRM
Weybosset Research & Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$240K | – | 44 |
|
|
2024
Q4 | $240K | Hold |
1,000
| – | – | 0.08% | 41 |
|
|
2024
Q3 | $211K | Buy |
+1,000
| New | +$211K | 0.07% | 52 |
|
|
2021
Q4 | $232K | Sell |
1,465
-160
| -10% | -$25.3K | 0.09% | 47 |
|
|
2021
Q3 | $266K | Buy |
1,625
+125
| +8% | +$20.5K | 0.11% | 45 |
|
|
2021
Q2 | $233K | Buy |
1,500
+150
| +11% | +$23.3K | 0.09% | 45 |
|
|
2021
Q1 | $206K | Buy |
+1,350
| New | +$206K | 0.09% | 49 |
|
|
2020
Q3 | – | Sell |
-9,965
| Closed | -$937K | – | 56 |
|
|
2020
Q2 | $937K | Buy |
9,965
+6,549
| +192% | +$616K | 0.55% | 24 |
|
|
2020
Q1 | $291K | Sell |
3,416
-174
| -5% | -$14.8K | 0.21% | 40 |
|
|
2019
Q4 | $500K | Hold |
3,590
| – | – | 0.26% | 36 |
|
|
2019
Q3 | $423K | Hold |
3,590
| – | – | 0.24% | 38 |
|
|
2019
Q2 | $401K | Buy |
3,590
+75
| +2% | +$8.38K | 0.23% | 37 |
|
|
2019
Q1 | $356K | Hold |
3,515
| – | – | 0.21% | 46 |
|
|
2018
Q4 | $343K | Hold |
3,515
| – | – | 0.23% | 41 |
|
|
2018
Q3 | $397K | Buy |
3,515
+100
| +3% | +$11.3K | 0.23% | 41 |
|
|
2018
Q2 | $356K | Hold |
3,415
| – | – | 0.22% | 43 |
|
|
2018
Q1 | $376K | Sell |
3,415
-175
| -5% | -$19.3K | 0.23% | 40 |
|
|
2017
Q4 | $384K | Hold |
3,590
| – | – | 0.23% | 44 |
|
|
2017
Q3 | $343K | Buy |
3,590
+75
| +2% | +$7.17K | 0.23% | 47 |
|
|
2017
Q2 | $321K | Buy |
3,515
+109
| +3% | +$9.95K | 0.21% | 49 |
|
|
2017
Q1 | $299K | Buy |
3,406
+30
| +0.9% | +$2.63K | 0.2% | 46 |
|
|
2016
Q4 | $291K | Hold |
3,376
| – | – | 0.2% | 48 |
|
|
2016
Q3 | $225K | Hold |
3,376
| – | – | 0.16% | 53 |
|
|
2016
Q2 | $210K | Buy |
+3,376
| New | +$210K | 0.16% | 55 |
|
|
2016
Q1 | – | Sell |
-3,366
| Closed | -$222K | – | 56 |
|
|
2015
Q4 | $222K | Hold |
3,366
| – | – | 0.2% | 46 |
|
|
2015
Q3 | $205K | Hold |
3,366
| – | – | 0.15% | 51 |
|
|
2015
Q2 | $228K | Buy |
+3,366
| New | +$228K | 0.15% | 50 |
|
|
2013
Q3 | – | Sell |
-4,430
| Closed | -$234K | – | 49 |
|
|
2013
Q2 | $234K | Buy |
+4,430
| New | +$234K | 0.18% | 41 |
|