White Pine 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 | $5.61M | Buy |
19,360
+175
| +0.9% | +$50.7K | 1.78% | 7 |
|
|
2025
Q1 | $4.71M | Buy |
19,185
+275
| +1% | +$67.5K | 1.63% | 8 |
|
|
2024
Q4 | $4.53M | Sell |
18,910
-4
| -0% | -$959 | 1.53% | 10 |
|
|
2024
Q3 | $3.99M | Buy |
18,914
+453
| +2% | +$95.5K | 1.36% | 14 |
|
|
2024
Q2 | $3.73M | Buy |
18,461
+204
| +1% | +$41.3K | 1.42% | 12 |
|
|
2024
Q1 | $3.5M | Buy |
18,257
+546
| +3% | +$105K | 1.33% | 14 |
|
|
2023
Q4 | $3.01M | Sell |
17,711
-2,179
| -11% | -$371K | 1.16% | 14 |
|
|
2023
Q3 | $2.88M | Buy |
19,890
+925
| +5% | +$134K | 1.16% | 16 |
|
|
2023
Q2 | $2.76M | Sell |
18,965
-2
| -0% | -$291 | 1.03% | 17 |
|
|
2023
Q1 | $2.47M | Buy |
18,967
+243
| +1% | +$31.7K | 0.96% | 22 |
|
|
2022
Q4 | $2.51M | Buy |
18,724
+553
| +3% | +$74.2K | 0.98% | 21 |
|
|
2022
Q3 | $1.9M | Sell |
18,171
-45
| -0.2% | -$4.7K | 0.79% | 34 |
|
|
2022
Q2 | $2.05M | Buy |
18,216
+995
| +6% | +$112K | 0.8% | 30 |
|
|
2022
Q1 | $2.35M | Buy |
17,221
+2,752
| +19% | +$375K | 0.73% | 36 |
|
|
2021
Q4 | $2.29M | Buy |
14,469
+241
| +2% | +$38.2K | 0.68% | 41 |
|
|
2021
Q3 | $2.33M | Sell |
14,228
-140
| -1% | -$22.9K | 0.72% | 37 |
|
|
2021
Q2 | $2.18M | Buy |
14,368
+565
| +4% | +$85.8K | 0.65% | 40 |
|
|
2021
Q1 | $2.1M | Buy |
13,803
+300
| +2% | +$45.7K | 0.67% | 42 |
|
|
2020
Q4 | $1.72M | Buy |
13,503
+754
| +6% | +$95.8K | 0.61% | 41 |
|
|
2020
Q3 | $1.23M | Buy |
12,749
+650
| +5% | +$62.6K | 0.5% | 55 |
|
|
2020
Q2 | $1.14M | Buy |
12,099
+559
| +5% | +$52.6K | 0.48% | 58 |
|
|
2020
Q1 | $1.04M | Buy |
11,540
+135
| +1% | +$12.2K | 0.53% | 48 |
|
|
2019
Q4 | $1.59M | Sell |
11,405
-400
| -3% | -$55.8K | 0.62% | 44 |
|
|
2019
Q3 | $1.39M | Buy |
11,805
+100
| +0.9% | +$11.8K | 0.52% | 56 |
|
|
2019
Q2 | $1.31M | Hold |
11,705
| – | – | 0.49% | 56 |
|
|
2019
Q1 | $1.19M | Sell |
11,705
-1,500
| -11% | -$152K | 0.44% | 63 |
|
|
2018
Q4 | $1.29M | Sell |
13,205
-90
| -0.7% | -$8.79K | 0.53% | 50 |
|
|
2018
Q3 | $1.5M | Hold |
13,295
| – | – | 0.53% | 53 |
|
|
2018
Q2 | $1.39M | Sell |
13,295
-22
| -0.2% | -$2.29K | 0.49% | 64 |
|
|
2018
Q1 | $1.46M | Hold |
13,317
| – | – | 0.54% | 48 |
|
|
2017
Q4 | $1.42M | Hold |
13,317
| – | – | 0.52% | 52 |
|
|
2017
Q3 | $1.27K | Sell |
13,317
-310
| -2% | -$30 | ﹤0.01% | 66 |
|
|
2017
Q2 | $1.25M | Sell |
13,627
-300
| -2% | -$27.4K | 0.49% | 51 |
|
|
2017
Q1 | $1.22M | Sell |
13,927
-125
| -0.9% | -$11K | 0.5% | 54 |
|
|
2016
Q4 | $1.21M | Hold |
14,052
| – | – | 0.51% | 56 |
|
|
2016
Q3 | $936K | Sell |
14,052
-50
| -0.4% | -$3.33K | 0.4% | 67 |
|
|
2016
Q2 | $876K | Buy |
14,102
+100
| +0.7% | +$6.21K | 0.37% | 75 |
|
|
2016
Q1 | $829K | Buy |
14,002
+300
| +2% | +$17.8K | 0.35% | 80 |
|
|
2015
Q4 | $905K | Hold |
13,702
| – | – | 0.4% | 75 |
|
|
2015
Q3 | $835K | Hold |
13,702
| – | – | 0.39% | 75 |
|
|
2015
Q2 | $928K | Sell |
13,702
-2,400
| -15% | -$163K | 0.4% | 82 |
|
|
2015
Q1 | $975K | Sell |
16,102
-3,400
| -17% | -$206K | 0.4% | 82 |
|
|
2014
Q4 | $1.22M | Sell |
19,502
-450
| -2% | -$28.2K | 0.41% | 79 |
|
|
2014
Q3 | $1.2M | Sell |
19,952
-50
| -0.2% | -$3.01K | 0.41% | 82 |
|
|
2014
Q2 | $1.15M | Sell |
20,002
-625
| -3% | -$36K | 0.4% | 81 |
|
|
2014
Q1 | $1.25M | Hold |
20,627
| – | – | 0.43% | 75 |
|
|
2013
Q4 | $1.21M | Sell |
20,627
-3,500
| -15% | -$205K | 0.42% | 72 |
|
|
2013
Q3 | $1.25M | Sell |
24,127
-4,050
| -14% | -$209K | 0.43% | 76 |
|
|
2013
Q2 | $1.49M | Buy |
+28,177
| New | +$1.49M | 0.52% | 63 |
|