WTC
WhitTier Trust Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.2M | Buy |
311,270
+389
| +0.1% | +$113K | 2.05% | 8 |
|
|
2025
Q1 | $76.3M | Buy |
310,881
+4,318
| +1% | +$1.06M | 1.93% | 8 |
|
|
2024
Q4 | $73.5M | Buy |
306,563
+11,502
| +4% | +$2.76M | 1.8% | 8 |
|
|
2024
Q3 | $62.2M | Sell |
295,061
-14,849
| -5% | -$3.13M | 1.61% | 8 |
|
|
2024
Q2 | $62.7M | Sell |
309,910
-453
| -0.1% | -$91.6K | 1.74% | 8 |
|
|
2024
Q1 | $62.2M | Buy |
310,363
+8,442
| +3% | +$1.69M | 1.78% | 8 |
|
|
2023
Q4 | $51.4M | Sell |
301,921
-2,311
| -0.8% | -$393K | 1.64% | 10 |
|
|
2023
Q3 | $44.1M | Sell |
304,232
-909
| -0.3% | -$132K | 1.56% | 10 |
|
|
2023
Q2 | $44.4M | Sell |
305,141
-3,712
| -1% | -$540K | 1.5% | 10 |
|
|
2023
Q1 | $40.2M | Buy |
308,853
+3,446
| +1% | +$449K | 1.48% | 12 |
|
|
2022
Q4 | $41M | Buy |
305,407
+444
| +0.1% | +$59.5K | 1.62% | 9 |
|
|
2022
Q3 | $31.9M | Buy |
304,963
+2,752
| +0.9% | +$288K | 1.36% | 10 |
|
|
2022
Q2 | $34M | Buy |
302,211
+11,414
| +4% | +$1.29M | 1.4% | 11 |
|
|
2022
Q1 | $39.6M | Buy |
290,797
+18,088
| +7% | +$2.47M | 1.44% | 9 |
|
|
2021
Q4 | $43.2M | Buy |
272,709
+7,872
| +3% | +$1.25M | 1.58% | 7 |
|
|
2021
Q3 | $43.4M | Buy |
264,837
+4,063
| +2% | +$665K | 1.77% | 7 |
|
|
2021
Q2 | $40.6M | Sell |
260,774
-1,002
| -0.4% | -$156K | 1.69% | 8 |
|
|
2021
Q1 | $39.9M | Buy |
261,776
+11,184
| +4% | +$1.7M | 1.78% | 6 |
|
|
2020
Q4 | $31.8M | Buy |
250,592
+2,579
| +1% | +$328K | 1.59% | 10 |
|
|
2020
Q3 | $23.9M | Buy |
248,013
+5,910
| +2% | +$569K | 1.38% | 10 |
|
|
2020
Q2 | $22.8M | Sell |
242,103
-10,802
| -4% | -$1.02M | 1.43% | 10 |
|
|
2020
Q1 | $22.8M | Buy |
252,905
+7,941
| +3% | +$715K | 1.75% | 8 |
|
|
2019
Q4 | $34.1M | Buy |
244,964
+4,363
| +2% | +$608K | 2.18% | 5 |
|
|
2019
Q3 | $28.3M | Buy |
240,601
+4,852
| +2% | +$571K | 1.97% | 5 |
|
|
2019
Q2 | $26.4M | Sell |
235,749
-2,847
| -1% | -$318K | 1.88% | 5 |
|
|
2019
Q1 | $24.2M | Buy |
238,596
+4,656
| +2% | +$471K | 1.78% | 5 |
|
|
2018
Q4 | $22.8M | Buy |
233,940
+3,637
| +2% | +$355K | 1.89% | 5 |
|
|
2018
Q3 | $26M | Buy |
230,303
+1,102
| +0.5% | +$124K | 1.89% | 5 |
|
|
2018
Q2 | $23.9M | Buy |
229,201
+5,656
| +3% | +$589K | 1.87% | 7 |
|
|
2018
Q1 | $24.6M | Buy |
223,545
+8,418
| +4% | +$926K | 2.01% | 5 |
|
|
2017
Q4 | $23M | Buy |
215,127
+2,987
| +1% | +$319K | 1.97% | 4 |
|
|
2017
Q3 | $20.3M | Buy |
212,140
+1,357
| +0.6% | +$130K | 1.88% | 5 |
|
|
2017
Q2 | $19.3M | Sell |
210,783
-1,748
| -0.8% | -$160K | 1.86% | 5 |
|
|
2017
Q1 | $18.7M | Sell |
212,531
-4,549
| -2% | -$400K | 1.87% | 5 |
|
|
2016
Q4 | $18.7M | Buy |
217,080
+5,158
| +2% | +$445K | 1.99% | 4 |
|
|
2016
Q3 | $14.1M | Sell |
211,922
-3,210
| -1% | -$214K | 1.6% | 8 |
|
|
2016
Q2 | $13.4M | Buy |
215,132
+5,169
| +2% | +$321K | 1.53% | 10 |
|
|
2016
Q1 | $12.4M | Buy |
209,963
+5,607
| +3% | +$332K | 1.45% | 10 |
|
|
2015
Q4 | $13.5M | Buy |
204,356
+382
| +0.2% | +$25.2K | 1.58% | 8 |
|
|
2015
Q3 | $12.4M | Sell |
203,974
-1,117
| -0.5% | -$68.1K | 1.52% | 7 |
|
|
2015
Q2 | $13.9M | Buy |
205,091
+4,161
| +2% | +$282K | 1.55% | 6 |
|
|
2015
Q1 | $12.2M | Buy |
200,930
+1,657
| +0.8% | +$100K | 1.35% | 11 |
|
|
2014
Q4 | $12.5M | Buy |
199,273
+2,787
| +1% | +$174K | 1.4% | 11 |
|
|
2014
Q3 | $11.8M | Buy |
196,486
+1,052
| +0.5% | +$63.4K | 1.36% | 11 |
|
|
2014
Q2 | $11.3M | Buy |
195,434
+7,695
| +4% | +$443K | 1.26% | 16 |
|
|
2014
Q1 | $11.4M | Buy |
187,739
+2,470
| +1% | +$150K | 1.34% | 15 |
|
|
2013
Q4 | $10.8M | Buy |
185,269
+17,138
| +10% | +$1M | 1.3% | 15 |
|
|
2013
Q3 | $8.69M | Buy |
168,131
+8,012
| +5% | +$414K | 1.17% | 17 |
|
|
2013
Q2 | $8.45M | Buy |
+160,119
| New | +$8.45M | 1.22% | 17 |
|