WBG
Wharton Business Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.3M | Sell |
194,443
-20,965
| -10% | -$6.07M | 2.38% | 15 |
|
|
2025
Q1 | $52.8M | Sell |
215,408
-427
| -0.2% | -$105K | 2.39% | 15 |
|
|
2024
Q4 | $51.7M | Sell |
215,835
-2,920
| -1% | -$700K | 2.34% | 14 |
|
|
2024
Q3 | $46.1M | Buy |
218,755
+22,131
| +11% | +$4.67M | 2.07% | 16 |
|
|
2024
Q2 | $39.8M | Sell |
196,624
-355
| -0.2% | -$71.8K | 2.05% | 15 |
|
|
2024
Q1 | $39.5M | Sell |
196,979
-2,149
| -1% | -$430K | 1.9% | 15 |
|
|
2023
Q4 | $33.9M | Buy |
199,128
+256
| +0.1% | +$43.5K | 1.7% | 15 |
|
|
2023
Q3 | $28.8M | Buy |
198,872
+15,347
| +8% | +$2.23M | 1.6% | 18 |
|
|
2023
Q2 | $26.7M | Buy |
183,525
+410
| +0.2% | +$59.6K | 1.76% | 14 |
|
|
2023
Q1 | $23.9M | Buy |
183,115
+50
| +0% | +$6.52K | 1.43% | 17 |
|
|
2022
Q4 | $24.5M | Buy |
183,065
+675
| +0.4% | +$90.5K | 1.42% | 16 |
|
|
2022
Q3 | $19.1M | Buy |
182,390
+1,546
| +0.9% | +$162K | 1.29% | 17 |
|
|
2022
Q2 | $20.4M | Buy |
180,844
+7,781
| +4% | +$876K | 1.35% | 19 |
|
|
2022
Q1 | $23.6M | Buy |
173,063
+1,167
| +0.7% | +$159K | 1.43% | 19 |
|
|
2021
Q4 | $27.2M | Buy |
171,896
+4,435
| +3% | +$702K | 1.68% | 16 |
|
|
2021
Q3 | $27.4M | Buy |
167,461
+9,640
| +6% | +$1.58M | 2.78% | 9 |
|
|
2021
Q2 | $24.5M | Buy |
157,821
+4,034
| +3% | +$627K | 1.92% | 15 |
|
|
2021
Q1 | $23.4M | Buy |
153,787
+1,828
| +1% | +$278K | 1.83% | 16 |
|
|
2020
Q4 | $19.3M | Buy |
151,959
+1,625
| +1% | +$206K | 1.58% | 19 |
|
|
2020
Q3 | $14.5M | Buy |
150,334
+25,452
| +20% | +$2.45M | 1.34% | 19 |
|
|
2020
Q2 | $11.7M | Buy |
124,882
+12,300
| +11% | +$1.16M | 1.13% | 24 |
|
|
2020
Q1 | $10.1M | Buy |
112,582
+23,662
| +27% | +$2.13M | 1.15% | 25 |
|
|
2019
Q4 | $12.4M | Buy |
88,920
+2,015
| +2% | +$281K | 1.15% | 25 |
|
|
2019
Q3 | $10.2M | Sell |
86,905
-46
| -0.1% | -$5.41K | 1.03% | 26 |
|
|
2019
Q2 | $9.72M | Buy |
86,951
+235
| +0.3% | +$26.3K | 0.99% | 30 |
|
|
2019
Q1 | $8.78M | Buy |
86,716
+210
| +0.2% | +$21.3K | 0.91% | 30 |
|
|
2018
Q4 | $8.45M | Buy |
86,506
+19,670
| +29% | +$1.92M | 1% | 28 |
|
|
2018
Q3 | $7.54M | Sell |
66,836
-41
| -0.1% | -$4.63K | 0.75% | 31 |
|
|
2018
Q2 | $6.97M | Buy |
66,877
+143
| +0.2% | +$14.9K | 0.73% | 32 |
|
|
2018
Q1 | $7.34M | Sell |
66,734
-313
| -0.5% | -$34.4K | 0.76% | 31 |
|
|
2017
Q4 | $7.14M | Hold |
67,047
| – | – | 0.74% | 31 |
|
|
2017
Q3 | $6.4M | Buy |
67,047
+36
| +0.1% | +$3.44K | 0.68% | 32 |
|
|
2017
Q2 | $6.13M | Sell |
67,011
-225
| -0.3% | -$20.6K | 0.65% | 32 |
|
|
2017
Q1 | $5.91M | Sell |
67,236
-1,661
| -2% | -$146K | 0.63% | 35 |
|
|
2016
Q4 | $5.95M | Sell |
68,897
-20,112
| -23% | -$1.74M | 0.7% | 35 |
|
|
2016
Q3 | $5.93M | Sell |
89,009
-435
| -0.5% | -$29K | 0.73% | 37 |
|
|
2016
Q2 | $5.56M | Sell |
89,444
-1,639
| -2% | -$102K | 0.66% | 37 |
|
|
2016
Q1 | $5.39M | Sell |
91,083
-666
| -0.7% | -$39.4K | 0.6% | 38 |
|
|
2015
Q4 | $6.06M | Hold |
91,749
| – | – | 0.6% | 43 |
|
|
2015
Q3 | $5.59M | Buy |
91,749
+177
| +0.2% | +$10.8K | 0.55% | 45 |
|
|
2015
Q2 | $6.21K | Sell |
91,572
-420
| -0.5% | -$28 | 0.41% | 46 |
|
|
2015
Q1 | $5.57M | Sell |
91,992
-4,605
| -5% | -$279K | 0.46% | 46 |
|
|
2014
Q4 | $6.05M | Buy |
96,597
+350
| +0.4% | +$21.9K | 0.5% | 48 |
|
|
2014
Q3 | $5.8M | Buy |
96,247
+1,705
| +2% | +$103K | 0.52% | 50 |
|
|
2014
Q2 | $5.45M | Buy |
94,542
+57,260
| +154% | +$3.3M | 0.6% | 45 |
|
|
2014
Q1 | $2.26M | Hold |
37,282
| – | – | 0.18% | 89 |
|
|
2013
Q4 | $2.18M | Buy |
37,282
+15,539
| +71% | +$909K | 0.18% | 84 |
|
|
2013
Q3 | $1.12M | Sell |
21,743
-995
| -4% | -$51.4K | 0.09% | 102 |
|
|
2013
Q2 | $1.2M | Buy |
+22,738
| New | +$1.2M | 0.1% | 99 |
|