Wilkins Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
20,485
-1,085
| -5% | -$315K | 0.84% | 37 |
|
|
2025
Q1 | $5.29M | Sell |
21,570
-1,025
| -5% | -$251K | 0.76% | 40 |
|
|
2024
Q4 | $5.42M | Sell |
22,595
-1,532
| -6% | -$367K | 0.78% | 42 |
|
|
2024
Q3 | $5.09M | Sell |
24,127
-305
| -1% | -$64.3K | 0.7% | 43 |
|
|
2024
Q2 | $4.94M | Sell |
24,432
-350
| -1% | -$70.8K | 0.74% | 43 |
|
|
2024
Q1 | $4.96M | Buy |
24,782
+19,612
| +379% | +$3.93M | 0.72% | 42 |
|
|
2023
Q4 | $879K | Sell |
5,170
-328
| -6% | -$55.8K | 0.21% | 54 |
|
|
2023
Q3 | $797K | Buy |
5,498
+150
| +3% | +$21.7K | 0.22% | 54 |
|
|
2023
Q2 | $778K | Sell |
5,348
-50
| -0.9% | -$7.27K | 0.2% | 52 |
|
|
2023
Q1 | $703K | Sell |
5,398
-100
| -2% | -$13K | 0.18% | 53 |
|
|
2022
Q4 | $737K | Hold |
5,498
| – | – | 0.19% | 53 |
|
|
2022
Q3 | $575K | Sell |
5,498
-456
| -8% | -$47.7K | 0.17% | 56 |
|
|
2022
Q2 | $670K | Sell |
5,954
-200
| -3% | -$22.5K | 0.18% | 56 |
|
|
2022
Q1 | $839K | Sell |
6,154
-200
| -3% | -$27.3K | 0.19% | 58 |
|
|
2021
Q4 | $1.01M | Hold |
6,354
| – | – | 0.22% | 57 |
|
|
2021
Q3 | $1.04M | Sell |
6,354
-125
| -2% | -$20.5K | 0.25% | 55 |
|
|
2021
Q2 | $1.01M | Sell |
6,479
-500
| -7% | -$77.8K | 0.25% | 55 |
|
|
2021
Q1 | $1.06M | Sell |
6,979
-757
| -10% | -$115K | 0.28% | 53 |
|
|
2020
Q4 | $983K | Sell |
7,736
-144
| -2% | -$18.3K | 0.27% | 51 |
|
|
2020
Q3 | $759K | Buy |
7,880
+2,800
| +55% | +$270K | 0.23% | 55 |
|
|
2020
Q2 | $478K | Hold |
5,080
| – | – | 0.15% | 59 |
|
|
2020
Q1 | $457K | Sell |
5,080
-100
| -2% | -$9K | 0.17% | 57 |
|
|
2019
Q4 | $722K | Sell |
5,180
-70
| -1% | -$9.76K | 0.21% | 60 |
|
|
2019
Q3 | $618K | Hold |
5,250
| – | – | 0.19% | 60 |
|
|
2019
Q2 | $587K | Hold |
5,250
| – | – | 0.18% | 62 |
|
|
2019
Q1 | $531K | Sell |
5,250
-1,300
| -20% | -$131K | 0.16% | 61 |
|
|
2018
Q4 | $639K | Hold |
6,550
| – | – | 0.21% | 56 |
|
|
2018
Q3 | $739K | Sell |
6,550
-100
| -2% | -$11.3K | 0.22% | 58 |
|
|
2018
Q2 | $693K | Sell |
6,650
-200
| -3% | -$20.8K | 0.22% | 59 |
|
|
2018
Q1 | $753K | Sell |
6,850
-900
| -12% | -$98.9K | 0.24% | 57 |
|
|
2017
Q4 | $829K | Sell |
7,750
-5,400
| -41% | -$578K | 0.25% | 56 |
|
|
2017
Q3 | $1.26M | Sell |
13,150
-600
| -4% | -$57.3K | 0.38% | 50 |
|
|
2017
Q2 | $1.26M | Sell |
13,750
-100
| -0.7% | -$9.14K | 0.4% | 49 |
|
|
2017
Q1 | $1.22M | Sell |
13,850
-1,590
| -10% | -$140K | 0.39% | 48 |
|
|
2016
Q4 | $1.33M | Sell |
15,440
-1,186
| -7% | -$102K | 0.42% | 46 |
|
|
2016
Q3 | $1.11M | Hold |
16,626
| – | – | 0.37% | 48 |
|
|
2016
Q2 | $1.03M | Sell |
16,626
-100
| -0.6% | -$6.21K | 0.35% | 49 |
|
|
2016
Q1 | $991K | Sell |
16,726
-6,124
| -27% | -$363K | 0.36% | 48 |
|
|
2015
Q4 | $1.51M | Sell |
22,850
-400
| -2% | -$26.4K | 0.57% | 44 |
|
|
2015
Q3 | $1.42M | Buy |
23,250
+50
| +0.2% | +$3.05K | 0.54% | 45 |
|
|
2015
Q2 | $1.57M | Sell |
23,200
-889
| -4% | -$60.2K | 0.57% | 46 |
|
|
2015
Q1 | $1.46M | Sell |
24,089
-1,200
| -5% | -$72.7K | 0.52% | 47 |
|
|
2014
Q4 | $1.58M | Sell |
25,289
-100
| -0.4% | -$6.26K | 0.55% | 47 |
|
|
2014
Q3 | $1.53M | Sell |
25,389
-1,035
| -4% | -$62.3K | 0.55% | 46 |
|
|
2014
Q2 | $1.52M | Buy |
26,424
+424
| +2% | +$24.4K | 0.54% | 46 |
|
|
2014
Q1 | $1.58M | Buy |
26,000
+4,460
| +21% | +$271K | 0.58% | 44 |
|
|
2013
Q4 | $1.26M | Sell |
21,540
-850
| -4% | -$49.7K | 0.52% | 39 |
|
|
2013
Q3 | $1.16M | Hold |
22,390
| – | – | 0.53% | 38 |
|
|
2013
Q2 | $1.18M | Buy |
+22,390
| New | +$1.18M | 0.55% | 40 |
|