WCM
Whitener Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Sell |
78,335
-1,161
| -1% | -$337K | 6.02% | 1 |
|
|
2025
Q1 | $19.5M | Sell |
79,496
-341
| -0.4% | -$83.6K | 5.52% | 2 |
|
|
2024
Q4 | $19.1M | Sell |
79,837
-578
| -0.7% | -$139K | 5.36% | 2 |
|
|
2024
Q3 | $17M | Buy |
80,415
+623
| +0.8% | +$131K | 4.81% | 3 |
|
|
2024
Q2 | $16.1M | Buy |
79,792
+2,288
| +3% | +$463K | 4.89% | 4 |
|
|
2024
Q1 | $15.5M | Sell |
77,504
-104
| -0.1% | -$20.8K | 5.08% | 3 |
|
|
2023
Q4 | $13.2M | Sell |
77,608
-794
| -1% | -$135K | 4.78% | 4 |
|
|
2023
Q3 | $11.4M | Sell |
78,402
-318
| -0.4% | -$46.1K | 4.55% | 4 |
|
|
2023
Q2 | $11.4M | Sell |
78,720
-637
| -0.8% | -$92.6K | 4.39% | 4 |
|
|
2023
Q1 | $10.3M | Sell |
79,357
-1,363
| -2% | -$178K | 4.32% | 4 |
|
|
2022
Q4 | $10.8M | Buy |
80,720
+3,676
| +5% | +$493K | 4.73% | 2 |
|
|
2022
Q3 | $8.05M | Buy |
77,044
+602
| +0.8% | +$62.9K | 3.81% | 6 |
|
|
2022
Q2 | $8.61M | Buy |
76,442
+1,742
| +2% | +$196K | 3.88% | 6 |
|
|
2022
Q1 | $10.2M | Buy |
74,700
+1,842
| +3% | +$251K | 3.82% | 6 |
|
|
2021
Q4 | $11.5M | Buy |
72,858
+2,003
| +3% | +$317K | 4.12% | 5 |
|
|
2021
Q3 | $9M | Sell |
70,855
-630
| -0.9% | -$80K | 4.14% | 4 |
|
|
2021
Q2 | $11.1M | Buy |
71,485
+796
| +1% | +$124K | 4.43% | 4 |
|
|
2021
Q1 | $10.8M | Sell |
70,689
-166
| -0.2% | -$25.3K | 4.66% | 3 |
|
|
2020
Q4 | $9M | Sell |
70,855
-100
| -0.1% | -$12.7K | 4.12% | 4 |
|
|
2020
Q3 | $6.83M | Buy |
70,955
+2,279
| +3% | +$219K | 3.29% | 6 |
|
|
2020
Q2 | $6.46M | Buy |
68,676
+1,847
| +3% | +$174K | 3.36% | 6 |
|
|
2020
Q1 | $6.02M | Buy |
66,829
+3,556
| +6% | +$320K | 3.89% | 5 |
|
|
2019
Q4 | $8.82M | Buy |
63,273
+966
| +2% | +$135K | 4.57% | 3 |
|
|
2019
Q3 | $7.33M | Buy |
62,307
+1,037
| +2% | +$122K | 4.02% | 3 |
|
|
2019
Q2 | $6.85M | Buy |
61,270
+726
| +1% | +$81.2K | 3.9% | 3 |
|
|
2019
Q1 | $6.13M | Buy |
60,544
+2,581
| +4% | +$261K | 4.01% | 3 |
|
|
2018
Q4 | $5.66M | Sell |
57,963
-346
| -0.6% | -$33.8K | 4.17% | 3 |
|
|
2018
Q3 | $6.58M | Buy |
58,309
+331
| +0.6% | +$37.3K | 4.32% | 3 |
|
|
2018
Q2 | $6.04M | Buy |
57,978
+1,401
| +2% | +$146K | 4.74% | 3 |
|
|
2018
Q1 | $6.22M | Buy |
56,577
+2,275
| +4% | +$250K | 4.76% | 3 |
|
|
2017
Q4 | $5.81M | Buy |
+54,302
| New | +$5.81M | 4.99% | 2 |
|