White Pine Investment Company’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 | $9.43M | Sell |
32,519
-1,612
| -5% | -$467K | 2.35% | 11 |
|
|
2025
Q1 | $8.37M | Sell |
34,131
-2,185
| -6% | -$536K | 2.25% | 15 |
|
|
2024
Q4 | $8.71M | Sell |
36,316
-1,367
| -4% | -$328K | 2.35% | 14 |
|
|
2024
Q3 | $7.95M | Buy |
37,683
+357
| +1% | +$75.3K | 2.18% | 17 |
|
|
2024
Q2 | $7.55M | Buy |
37,326
+645
| +2% | +$130K | 2.22% | 16 |
|
|
2024
Q1 | $7.35M | Sell |
36,681
-1,045
| -3% | -$209K | 2.17% | 16 |
|
|
2023
Q4 | $6.42M | Sell |
37,726
-1,477
| -4% | -$251K | 2.07% | 20 |
|
|
2023
Q3 | $5.69M | Sell |
39,203
-166
| -0.4% | -$24.1K | 2% | 20 |
|
|
2023
Q2 | $5.73M | Sell |
39,369
-157
| -0.4% | -$22.8K | 1.98% | 22 |
|
|
2023
Q1 | $5.15M | Buy |
39,526
+154
| +0.4% | +$20.1K | 1.85% | 22 |
|
|
2022
Q4 | $5.28M | Sell |
39,372
-223
| -0.6% | -$29.9K | 2.01% | 21 |
|
|
2022
Q3 | $4.14M | Sell |
39,595
-844
| -2% | -$88.2K | 1.71% | 26 |
|
|
2022
Q2 | $4.55M | Buy |
40,439
+105
| +0.3% | +$11.8K | 1.8% | 24 |
|
|
2022
Q1 | $5.5M | Buy |
40,334
+45
| +0.1% | +$6.13K | 1.87% | 21 |
|
|
2021
Q4 | $6.38M | Sell |
40,289
-1,040
| -3% | -$165K | 2.12% | 17 |
|
|
2021
Q3 | $6.77M | Sell |
41,329
-1,417
| -3% | -$232K | 2.37% | 15 |
|
|
2021
Q2 | $6.65M | Buy |
42,746
+356
| +0.8% | +$55.4K | 2.29% | 16 |
|
|
2021
Q1 | $6.45M | Sell |
42,390
-425
| -1% | -$64.7K | 2.4% | 15 |
|
|
2020
Q4 | $5.44M | Buy |
42,815
+1,706
| +4% | +$217K | 2.2% | 19 |
|
|
2020
Q3 | $3.96M | Sell |
41,109
-555
| -1% | -$53.4K | 1.82% | 24 |
|
|
2020
Q2 | $3.92M | Sell |
41,664
-1,368
| -3% | -$129K | 1.93% | 23 |
|
|
2020
Q1 | $3.87M | Buy |
43,032
+375
| +0.9% | +$33.8K | 2.22% | 20 |
|
|
2019
Q4 | $5.95M | Sell |
42,657
-511
| -1% | -$71.2K | 2.44% | 16 |
|
|
2019
Q3 | $5.08M | Sell |
43,168
-155
| -0.4% | -$18.2K | 2.31% | 19 |
|
|
2019
Q2 | $4.84M | Buy |
43,323
+168
| +0.4% | +$18.8K | 2.29% | 20 |
|
|
2019
Q1 | $4.37M | Buy |
43,155
+495
| +1% | +$50.1K | 2.19% | 21 |
|
|
2018
Q4 | $4.16M | Buy |
42,660
+520
| +1% | +$50.8K | 2.23% | 18 |
|
|
2018
Q3 | $4.76M | Sell |
42,140
-400
| -0.9% | -$45.1K | 2.28% | 19 |
|
|
2018
Q2 | $4.43M | Sell |
42,540
-800
| -2% | -$83.4K | 2.3% | 22 |
|
|
2018
Q1 | $4.77M | Sell |
43,340
-520
| -1% | -$57.2K | 2.33% | 17 |
|
|
2017
Q4 | $4.69M | Sell |
43,860
-290
| -0.7% | -$31K | 2.32% | 18 |
|
|
2017
Q3 | $4.22M | Buy |
44,150
+240
| +0.5% | +$22.9K | 2.24% | 17 |
|
|
2017
Q2 | $4.01M | Buy |
43,910
+749
| +2% | +$68.5K | 2.14% | 18 |
|
|
2017
Q1 | $3.79M | Sell |
43,161
-532
| -1% | -$46.7K | 2.04% | 23 |
|
|
2016
Q4 | $3.77M | Sell |
43,693
-280
| -0.6% | -$24.2K | 2.04% | 20 |
|
|
2016
Q3 | $2.93M | Buy |
43,973
+1,600
| +4% | +$107K | 1.72% | 29 |
|
|
2016
Q2 | $2.63M | Buy |
42,373
+589
| +1% | +$36.6K | 1.58% | 29 |
|
|
2016
Q1 | $2.47M | Buy |
41,784
+940
| +2% | +$55.7K | 1.51% | 32 |
|
|
2015
Q4 | $2.7M | Buy |
40,844
+12,260
| +43% | +$810K | 1.66% | 28 |
|
|
2015
Q3 | $1.74M | Buy |
28,584
+1,365
| +5% | +$83.2K | 1.12% | 37 |
|
|
2015
Q2 | $1.84M | Hold |
27,219
| – | – | 1.07% | 38 |
|
|
2015
Q1 | $1.65M | Sell |
27,219
-128
| -0.5% | -$7.76K | 0.94% | 38 |
|
|
2014
Q4 | $1.71M | Sell |
27,347
-150
| -0.5% | -$9.39K | 1% | 34 |
|
|
2014
Q3 | $1.66M | Sell |
27,497
-1,000
| -4% | -$60.2K | 1% | 34 |
|
|
2014
Q2 | $1.64M | Sell |
28,497
-650
| -2% | -$37.5K | 0.99% | 35 |
|
|
2014
Q1 | $1.77M | Hold |
29,147
| – | – | 1.13% | 35 |
|
|
2013
Q4 | $1.71M | Hold |
29,147
| – | – | 1.17% | 33 |
|
|
2013
Q3 | $1.51M | Sell |
29,147
-128
| -0.4% | -$6.61K | 1.14% | 32 |
|
|
2013
Q2 | $1.55M | Buy |
+29,275
| New | +$1.55M | 1.23% | 31 |
|