Wilbanks Smith & Thomas Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $23.4M | Buy |
117,034
+1,461
| +1% | +$264K | 0.66% | 31 |
|
|
2023
Q4 | $19.7M | Sell |
115,573
-382
| -0.3% | -$57.9K | 0.6% | 32 |
|
|
2023
Q3 | $16.8M | Buy |
115,955
+2,308
| +2% | +$346K | 0.58% | 36 |
|
|
2023
Q2 | $16.5M | Sell |
113,647
-5,619
| -5% | -$773K | 0.55% | 39 |
|
|
2023
Q1 | $15.5M | Buy |
119,266
+597
| +0.5% | +$81.8K | 0.54% | 39 |
|
|
2022
Q4 | $15.9M | Buy |
118,669
+5,905
| +5% | +$748K | 0.6% | 34 |
|
|
2022
Q3 | $11.8M | Buy |
112,764
+5,705
| +5% | +$655K | 0.51% | 47 |
|
|
2022
Q2 | $12.1M | Buy |
107,059
+6,069
| +6% | +$752K | 0.51% | 42 |
|
|
2022
Q1 | $12.4M | Buy |
100,990
+3,783
| +4% | +$558K | 0.5% | 44 |
|
|
2021
Q4 | $15.4M | Buy |
97,207
+3,536
| +4% | +$581K | 0.54% | 39 |
|
|
2021
Q3 | $15.3M | Buy |
93,671
+1,539
| +2% | +$241K | 0.6% | 32 |
|
|
2021
Q2 | $14.3M | Buy |
92,132
+3,655
| +4% | +$574K | 0.56% | 32 |
|
|
2021
Q1 | $13.5M | Buy |
88,477
+7,559
| +9% | +$1.09M | 0.58% | 30 |
|
|
2020
Q4 | $10.3M | Buy |
80,918
+56,326
| +229% | +$6.3M | 0.48% | 44 |
|
|
2020
Q3 | $2.37M | Sell |
24,592
-678
| -3% | -$66.6K | 0.13% | 122 |
|
|
2020
Q2 | $2.38M | Sell |
25,270
-293
| -1% | -$27.8K | 0.14% | 113 |
|
|
2020
Q1 | $2.3M | Buy |
25,563
+4,227
| +20% | +$514K | 0.17% | 102 |
|
|
2019
Q4 | $2.97M | Sell |
21,336
-1,066
| -5% | -$137K | 0.18% | 111 |
|
|
2019
Q3 | $2.64M | Buy |
22,402
+677
| +3% | +$76.6K | 0.17% | 115 |
|
|
2019
Q2 | $2.43M | Buy |
21,725
+312
| +1% | +$34.4K | 0.16% | 116 |
|
|
2019
Q1 | $2.17M | Buy |
21,413
+208
| +1% | +$21.4K | 0.14% | 127 |
|
|
2018
Q4 | $2.07M | Sell |
21,205
-557
| -3% | -$59.3K | 0.14% | 107 |
|
|
2018
Q3 | $2.46M | Sell |
21,762
-380
| -2% | -$43.1K | 0.15% | 112 |
|
|
2018
Q2 | $2.31M | Buy |
22,142
+480
| +2% | +$52.7K | 0.18% | 94 |
|
|
2018
Q1 | $2.38M | Sell |
21,662
-2,399
| -10% | -$272K | 0.19% | 89 |
|
|
2017
Q4 | $2.57M | Buy |
24,061
+386
| +2% | +$39.1K | 0.2% | 87 |
|
|
2017
Q3 | $2.26M | Sell |
23,675
-787
| -3% | -$72.6K | 0.19% | 93 |
|
|
2017
Q2 | $2.24M | Buy |
24,462
+1,310
| +6% | +$113K | 0.2% | 91 |
|
|
2017
Q1 | $2.03M | Sell |
23,152
-567
| -2% | -$50K | 0.17% | 94 |
|
|
2016
Q4 | $2.05M | Buy |
23,719
+3,395
| +17% | +$259K | 0.18% | 87 |
|
|
2016
Q3 | $1.35M | Buy |
20,324
+1,585
| +8% | +$103K | 0.13% | 105 |
|
|
2016
Q2 | $1.16M | Sell |
18,739
-366
| -2% | -$22.9K | 0.12% | 114 |
|
|
2016
Q1 | $1.13M | Buy |
19,105
+258
| +1% | +$15.1K | 0.14% | 111 |
|
|
2015
Q4 | $1.24M | Sell |
18,847
-1,081
| -5% | -$70.4K | 0.12% | 106 |
|
|
2015
Q3 | $1.22M | Sell |
19,928
-156
| -0.8% | -$10.2K | 0.17% | 95 |
|
|
2015
Q2 | $1.36M | Sell |
20,084
-1,632
| -8% | -$107K | 0.13% | 104 |
|
|
2015
Q1 | $1.32M | Sell |
21,716
-1,769
| -8% | -$105K | 0.13% | 106 |
|
|
2014
Q4 | $1.47M | Buy |
23,485
+262
| +1% | +$15.8K | 0.15% | 93 |
|
|
2014
Q3 | $1.4M | Buy |
23,223
+710
| +3% | +$41.5K | 0.15% | 97 |
|
|
2014
Q2 | $1.3M | Sell |
22,513
-198
| -0.9% | -$11.1K | 0.14% | 97 |
|
|
2014
Q1 | $1.38M | Buy |
22,711
+596
| +3% | +$34.4K | 0.16% | 93 |
|
|
2013
Q4 | $1.29M | Sell |
22,115
-1,380
| -6% | -$75.6K | 0.15% | 95 |
|
|
2013
Q3 | $1.21M | Sell |
23,495
-528
| -2% | -$28.3K | 0.16% | 96 |
|
|
2013
Q2 | $1.27M | Buy |
+24,023
| New | +$1.22M | 0.19% | 87 |
|
Other funds holding JPM
Wilbanks Smith & Thomas Asset Management's JPM Position: Q1 2024 in Review
Wilbanks Smith & Thomas Asset Management increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2024, buying an estimated $264K and bringing the position to 117,034 shares worth $23.4M. The position accounts for 0.66% of the portfolio, ranked #31.
Wilbanks Smith & Thomas Asset Management first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.
- Wilbanks Smith & Thomas Asset Management held 117,034 shares of JPMorgan Chase worth $23.4M as of Q1 2024.
- Wilbanks Smith & Thomas Asset Management bought 1,461 JPMorgan Chase shares in Q1 2024, an estimated $264K.
- JPMorgan Chase made up 0.66% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #31 holding.
- Wilbanks Smith & Thomas Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
- 4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.
Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.