Whitcomb & Hess’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 | $317K | Sell |
1,094
-196
| -15% | -$56.8K | 0.09% | 45 |
|
|
2025
Q1 | $317K | Buy |
1,290
+5
| +0.4% | +$1.23K | 0.1% | 42 |
|
|
2024
Q4 | $308K | Sell |
1,285
-62
| -5% | -$14.9K | 0.1% | 43 |
|
|
2024
Q3 | $284K | Sell |
1,347
-105
| -7% | -$22.1K | 0.08% | 45 |
|
|
2024
Q2 | $294K | Sell |
1,452
-1,099
| -43% | -$222K | 0.09% | 42 |
|
|
2024
Q1 | $511K | Sell |
2,551
-3,005
| -54% | -$602K | 0.16% | 31 |
|
|
2023
Q4 | $945K | Sell |
5,556
-97
| -2% | -$16.5K | 0.32% | 27 |
|
|
2023
Q3 | $820K | Sell |
5,653
-44
| -0.8% | -$6.38K | 0.31% | 26 |
|
|
2023
Q2 | $829K | Buy |
5,697
+6
| +0.1% | +$873 | 0.3% | 27 |
|
|
2023
Q1 | $742K | Buy |
5,691
+5
| +0.1% | +$652 | 0.28% | 27 |
|
|
2022
Q4 | $763K | Sell |
5,686
-42
| -0.7% | -$5.63K | 0.3% | 25 |
|
|
2022
Q3 | $599K | Sell |
5,728
-232
| -4% | -$24.3K | 0.27% | 22 |
|
|
2022
Q2 | $671K | Sell |
5,960
-234
| -4% | -$26.3K | 0.29% | 21 |
|
|
2022
Q1 | $844K | Hold |
6,194
| – | – | 0.33% | 19 |
|
|
2021
Q4 | $966K | Buy |
6,194
+183
| +3% | +$28.5K | 0.38% | 18 |
|
|
2021
Q3 | $984K | Buy |
6,011
+4
| +0.1% | +$655 | 0.42% | 18 |
|
|
2021
Q2 | $934K | Buy |
+6,007
| New | +$934K | 0.4% | 18 |
|