WC
Whitney & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Sell |
92,493
-1,207
| -1% | -$350K | 2.65% | 9 |
|
|
2025
Q1 | $23M | Sell |
93,700
-9,015
| -9% | -$2.21M | 2.44% | 8 |
|
|
2024
Q4 | $24.6M | Sell |
102,715
-979
| -0.9% | -$235K | 2.59% | 9 |
|
|
2024
Q3 | $21.9M | Buy |
103,694
+21
| +0% | +$4.43K | 2.34% | 8 |
|
|
2024
Q2 | $21M | Sell |
103,673
-2,465
| -2% | -$499K | 2.41% | 9 |
|
|
2024
Q1 | $21.3M | Sell |
106,138
-443
| -0.4% | -$88.7K | 2.53% | 8 |
|
|
2023
Q4 | $18.1M | Sell |
106,581
-100
| -0.1% | -$17K | 2.35% | 11 |
|
|
2023
Q3 | $15.5M | Sell |
106,681
-655
| -0.6% | -$95K | 2.32% | 12 |
|
|
2023
Q2 | $15.6M | Buy |
107,336
+1,205
| +1% | +$175K | 2.25% | 11 |
|
|
2023
Q1 | $13.8M | Buy |
106,131
+1,655
| +2% | +$216K | 2.19% | 10 |
|
|
2022
Q4 | $14M | Buy |
104,476
+2
| +0% | +$268 | 2.57% | 10 |
|
|
2022
Q3 | $10.9M | Buy |
104,474
+564
| +0.5% | +$58.9K | 2.12% | 14 |
|
|
2022
Q2 | $11.7M | Buy |
103,910
+519
| +0.5% | +$58.4K | 2.13% | 14 |
|
|
2022
Q1 | $14.1M | Buy |
103,391
+1,013
| +1% | +$138K | 2.17% | 10 |
|
|
2021
Q4 | $16.2M | Sell |
102,378
-274
| -0.3% | -$43.4K | 2.38% | 10 |
|
|
2021
Q3 | $16.8M | Buy |
102,652
+452
| +0.4% | +$74K | 2.69% | 7 |
|
|
2021
Q2 | $15.9M | Buy |
102,200
+1,385
| +1% | +$215K | 2.54% | 8 |
|
|
2021
Q1 | $15.3M | Buy |
100,815
+614
| +0.6% | +$93.5K | 2.69% | 7 |
|
|
2020
Q4 | $13.2M | Sell |
100,201
-610
| -0.6% | -$80.3K | 2.13% | 12 |
|
|
2020
Q3 | $9.71M | Buy |
100,811
+809
| +0.8% | +$77.9K | 1.82% | 16 |
|
|
2020
Q2 | $9.41M | Buy |
100,002
+19,698
| +25% | +$1.85M | 1.92% | 15 |
|
|
2020
Q1 | $7.23M | Buy |
80,304
+1,620
| +2% | +$146K | 1.78% | 18 |
|
|
2019
Q4 | $11M | Buy |
78,684
+845
| +1% | +$118K | 2.18% | 11 |
|
|
2019
Q3 | $10M | Buy |
77,839
+2,568
| +3% | +$331K | 2.09% | 12 |
|
|
2019
Q2 | $8.42M | Buy |
75,271
+885
| +1% | +$98.9K | 1.89% | 15 |
|
|
2019
Q1 | $8.63M | Buy |
74,386
+7,346
| +11% | +$852K | 1.95% | 15 |
|
|
2018
Q4 | $6.99M | Buy |
67,040
+7,122
| +12% | +$742K | 1.79% | 19 |
|
|
2018
Q3 | $6.73M | Buy |
59,918
+6,108
| +11% | +$686K | 1.62% | 20 |
|
|
2018
Q2 | $5.61M | Buy |
53,810
+6,834
| +15% | +$712K | 1.5% | 26 |
|
|
2018
Q1 | $5.17M | Buy |
46,976
+3,305
| +8% | +$363K | 1.48% | 26 |
|
|
2017
Q4 | $4.67M | Buy |
43,671
+317
| +0.7% | +$33.9K | 1.35% | 31 |
|
|
2017
Q3 | $3.96M | Hold |
43,354
| – | – | 1.33% | 34 |
|
|
2017
Q2 | $3.96M | Buy |
43,354
+7,720
| +22% | +$706K | 1.3% | 35 |
|
|
2017
Q1 | $3.13M | Buy |
35,634
+2,284
| +7% | +$201K | 1.14% | 41 |
|
|
2016
Q4 | $2.88M | Buy |
33,350
+620
| +2% | +$53.5K | 1.08% | 43 |
|
|
2016
Q3 | $2.18M | Buy |
32,730
+4,646
| +17% | +$309K | 0.87% | 49 |
|
|
2016
Q2 | $1.75M | Buy |
28,084
+1,124
| +4% | +$69.8K | 0.71% | 53 |
|
|
2016
Q1 | $1.6M | Buy |
26,960
+2,425
| +10% | +$144K | 0.68% | 52 |
|
|
2015
Q4 | $1.62M | Buy |
24,535
+280
| +1% | +$18.5K | 0.71% | 52 |
|
|
2015
Q3 | $1.48M | Buy |
24,255
+1,225
| +5% | +$74.7K | 0.67% | 56 |
|
|
2015
Q2 | $1.56M | Buy |
23,030
+65
| +0.3% | +$4.41K | 0.68% | 55 |
|
|
2015
Q1 | $1.39M | Buy |
22,965
+750
| +3% | +$45.4K | 0.62% | 59 |
|
|
2014
Q4 | $1.39M | Buy |
22,215
+100
| +0.5% | +$6.26K | 0.62% | 60 |
|
|
2014
Q3 | $1.33M | Buy |
22,115
+225
| +1% | +$13.6K | 0.61% | 59 |
|
|
2014
Q2 | $1.26M | Buy |
21,890
+4,150
| +23% | +$239K | 0.58% | 61 |
|
|
2014
Q1 | $1.08M | Sell |
17,740
-400
| -2% | -$24.3K | 0.54% | 60 |
|
|
2013
Q4 | $1.06M | Buy |
18,140
+1,140
| +7% | +$66.7K | 0.59% | 54 |
|
|
2013
Q3 | $879K | Sell |
17,000
-650
| -4% | -$33.6K | 0.61% | 51 |
|
|
2013
Q2 | $932K | Buy |
+17,650
| New | +$932K | 0.68% | 50 |
|