WSTAM
Wilbanks Smith & Thomas Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $23.4M | Buy |
117,034
+1,461
| +1% | +$293K | 0.66% | 31 |
|
|
2023
Q4 | $19.7M | Sell |
115,573
-382
| -0.3% | -$65K | 0.6% | 32 |
|
|
2023
Q3 | $16.8M | Buy |
115,955
+2,308
| +2% | +$335K | 0.58% | 36 |
|
|
2023
Q2 | $16.5M | Sell |
113,647
-5,619
| -5% | -$817K | 0.55% | 39 |
|
|
2023
Q1 | $15.5M | Buy |
119,266
+597
| +0.5% | +$77.8K | 0.54% | 39 |
|
|
2022
Q4 | $15.9M | Buy |
118,669
+5,905
| +5% | +$792K | 0.6% | 34 |
|
|
2022
Q3 | $11.8M | Buy |
112,764
+5,705
| +5% | +$596K | 0.51% | 47 |
|
|
2022
Q2 | $12.1M | Buy |
107,059
+6,069
| +6% | +$683K | 0.51% | 42 |
|
|
2022
Q1 | $12.4M | Buy |
100,990
+3,783
| +4% | +$465K | 0.5% | 44 |
|
|
2021
Q4 | $15.4M | Buy |
97,207
+3,536
| +4% | +$560K | 0.54% | 39 |
|
|
2021
Q3 | $15.3M | Buy |
93,671
+1,539
| +2% | +$252K | 0.6% | 32 |
|
|
2021
Q2 | $14.3M | Buy |
92,132
+3,655
| +4% | +$568K | 0.56% | 32 |
|
|
2021
Q1 | $13.5M | Buy |
88,477
+7,559
| +9% | +$1.15M | 0.58% | 30 |
|
|
2020
Q4 | $10.3M | Buy |
80,918
+56,326
| +229% | +$7.16M | 0.48% | 44 |
|
|
2020
Q3 | $2.37M | Sell |
24,592
-678
| -3% | -$65.3K | 0.13% | 122 |
|
|
2020
Q2 | $2.38M | Sell |
25,270
-293
| -1% | -$27.6K | 0.14% | 113 |
|
|
2020
Q1 | $2.3M | Buy |
25,563
+4,227
| +20% | +$380K | 0.17% | 102 |
|
|
2019
Q4 | $2.97M | Sell |
21,336
-1,066
| -5% | -$149K | 0.18% | 111 |
|
|
2019
Q3 | $2.64M | Buy |
22,402
+677
| +3% | +$79.7K | 0.17% | 115 |
|
|
2019
Q2 | $2.43M | Buy |
21,725
+312
| +1% | +$34.9K | 0.16% | 116 |
|
|
2019
Q1 | $2.17M | Buy |
21,413
+208
| +1% | +$21.1K | 0.14% | 127 |
|
|
2018
Q4 | $2.07M | Sell |
21,205
-557
| -3% | -$54.4K | 0.14% | 107 |
|
|
2018
Q3 | $2.46M | Sell |
21,762
-380
| -2% | -$42.9K | 0.15% | 112 |
|
|
2018
Q2 | $2.31M | Buy |
22,142
+480
| +2% | +$50K | 0.18% | 94 |
|
|
2018
Q1 | $2.38M | Sell |
21,662
-2,399
| -10% | -$264K | 0.19% | 89 |
|
|
2017
Q4 | $2.57M | Buy |
24,061
+386
| +2% | +$41.3K | 0.2% | 87 |
|
|
2017
Q3 | $2.26M | Sell |
23,675
-787
| -3% | -$75.2K | 0.19% | 93 |
|
|
2017
Q2 | $2.24M | Buy |
24,462
+1,310
| +6% | +$120K | 0.2% | 91 |
|
|
2017
Q1 | $2.03M | Sell |
23,152
-567
| -2% | -$49.8K | 0.17% | 94 |
|
|
2016
Q4 | $2.05M | Buy |
23,719
+3,395
| +17% | +$293K | 0.18% | 87 |
|
|
2016
Q3 | $1.35M | Buy |
20,324
+1,585
| +8% | +$106K | 0.13% | 105 |
|
|
2016
Q2 | $1.16M | Sell |
18,739
-366
| -2% | -$22.7K | 0.12% | 114 |
|
|
2016
Q1 | $1.13M | Buy |
19,105
+258
| +1% | +$15.3K | 0.14% | 111 |
|
|
2015
Q4 | $1.24M | Sell |
18,847
-1,081
| -5% | -$71.4K | 0.12% | 106 |
|
|
2015
Q3 | $1.22M | Sell |
19,928
-156
| -0.8% | -$9.51K | 0.17% | 95 |
|
|
2015
Q2 | $1.36M | Sell |
20,084
-1,632
| -8% | -$111K | 0.13% | 104 |
|
|
2015
Q1 | $1.32M | Sell |
21,716
-1,769
| -8% | -$107K | 0.13% | 106 |
|
|
2014
Q4 | $1.47M | Buy |
23,485
+262
| +1% | +$16.4K | 0.15% | 93 |
|
|
2014
Q3 | $1.4M | Buy |
23,223
+710
| +3% | +$42.8K | 0.15% | 97 |
|
|
2014
Q2 | $1.3M | Sell |
22,513
-198
| -0.9% | -$11.4K | 0.14% | 97 |
|
|
2014
Q1 | $1.38M | Buy |
22,711
+596
| +3% | +$36.2K | 0.16% | 93 |
|
|
2013
Q4 | $1.29M | Sell |
22,115
-1,380
| -6% | -$80.7K | 0.15% | 95 |
|
|
2013
Q3 | $1.21M | Sell |
23,495
-528
| -2% | -$27.3K | 0.16% | 96 |
|
|
2013
Q2 | $1.27M | Buy |
+24,023
| New | +$1.27M | 0.19% | 87 |
|