Willis 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 | $20M | Buy |
68,920
+9,400
| +16% | +$2.73M | 1.17% | 40 |
|
|
2025
Q1 | $14.6M | Sell |
59,520
-821
| -1% | -$201K | 0.98% | 44 |
|
|
2024
Q4 | $14.5M | Sell |
60,341
-59
| -0.1% | -$14.1K | 0.95% | 48 |
|
|
2024
Q3 | $12.7M | Sell |
60,400
-19,780
| -25% | -$4.17M | 0.83% | 54 |
|
|
2024
Q2 | $16.2M | Hold |
80,180
| – | – | 1.12% | 39 |
|
|
2024
Q1 | $16.1M | Sell |
80,180
-26,800
| -25% | -$5.37M | 1.1% | 38 |
|
|
2023
Q4 | $18.2M | Sell |
106,980
-200
| -0.2% | -$34K | 1.28% | 30 |
|
|
2023
Q3 | $15.5M | Hold |
107,180
| – | – | 1.18% | 33 |
|
|
2023
Q2 | $15.6M | Sell |
107,180
-27,742
| -21% | -$4.03M | 1.02% | 39 |
|
|
2023
Q1 | $17.6M | Buy |
134,922
+242
| +0.2% | +$31.5K | 1.15% | 35 |
|
|
2022
Q4 | $18.1M | Hold |
134,680
| – | – | 1.16% | 39 |
|
|
2022
Q3 | $14.1M | Sell |
134,680
-19,000
| -12% | -$1.99M | 1.02% | 43 |
|
|
2022
Q2 | $17.3M | Sell |
153,680
-2,400
| -2% | -$270K | 1.06% | 40 |
|
|
2022
Q1 | $21.3M | Sell |
156,080
-3,191
| -2% | -$435K | 1.13% | 39 |
|
|
2021
Q4 | $25.2M | Buy |
159,271
+7,968
| +5% | +$1.26M | 1.33% | 30 |
|
|
2021
Q3 | $24.8M | Buy |
151,303
+180
| +0.1% | +$29.5K | 1.42% | 26 |
|
|
2021
Q2 | $23.5M | Sell |
151,123
-3,080
| -2% | -$479K | 1.39% | 28 |
|
|
2021
Q1 | $23.5M | Sell |
154,203
-2,100
| -1% | -$320K | 1.43% | 28 |
|
|
2020
Q4 | $19.9M | Buy |
156,303
+17,500
| +13% | +$2.22M | 1.36% | 29 |
|
|
2020
Q3 | $13.4M | Hold |
138,803
| – | – | 1.2% | 32 |
|
|
2020
Q2 | $13.1M | Sell |
138,803
-9
| -0% | -$847 | 1.01% | 42 |
|
|
2020
Q1 | $12.5M | Sell |
138,812
-105,047
| -43% | -$9.46M | 1.04% | 40 |
|
|
2019
Q4 | $34M | Buy |
243,859
+11,156
| +5% | +$1.56M | 2.2% | 7 |
|
|
2019
Q3 | $27.4M | Buy |
232,703
+14,454
| +7% | +$1.7M | 1.83% | 18 |
|
|
2019
Q2 | $24.4M | Buy |
218,249
+50,849
| +30% | +$5.68M | 1.65% | 20 |
|
|
2019
Q1 | $9.61M | Sell |
167,400
-39,003
| -19% | -$2.24M | 0.66% | 59 |
|
|
2018
Q4 | $20.1M | Buy |
206,403
+19,300
| +10% | +$1.88M | 1.5% | 20 |
|
|
2018
Q3 | $21.1M | Buy |
187,103
+2,500
| +1% | +$282K | 1.45% | 26 |
|
|
2018
Q2 | $19.2M | Sell |
184,603
-2,500
| -1% | -$261K | 1.41% | 23 |
|
|
2018
Q1 | $20.6M | Sell |
187,103
-18,225
| -9% | -$2M | 1.59% | 15 |
|
|
2017
Q4 | $22M | Sell |
205,328
-4,097
| -2% | -$438K | 1.54% | 15 |
|
|
2017
Q3 | $20M | Buy |
209,425
+6,400
| +3% | +$611K | 1.44% | 21 |
|
|
2017
Q2 | $18.6M | Hold |
203,025
| – | – | 1.4% | 20 |
|
|
2017
Q1 | $17.8M | Sell |
203,025
-29,200
| -13% | -$2.56M | 1.34% | 28 |
|
|
2016
Q4 | $20M | Sell |
232,225
-26,600
| -10% | -$2.3M | 1.5% | 18 |
|
|
2016
Q3 | $17.2M | Sell |
258,825
-7,600
| -3% | -$506K | 1.38% | 25 |
|
|
2016
Q2 | $16.6M | Sell |
266,425
-300
| -0.1% | -$18.6K | 1.41% | 20 |
|
|
2016
Q1 | $15.8M | Buy |
266,725
+29,200
| +12% | +$1.73M | 1.39% | 24 |
|
|
2015
Q4 | $15.7M | Buy |
237,525
+23,625
| +11% | +$1.56M | 1.43% | 19 |
|
|
2015
Q3 | $13M | Sell |
213,900
-14,200
| -6% | -$866K | 1.28% | 22 |
|
|
2015
Q2 | $15.5M | Buy |
228,100
+16,300
| +8% | +$1.1M | 1.47% | 14 |
|
|
2015
Q1 | $12.8M | Buy |
211,800
+55,600
| +36% | +$3.37M | 1.19% | 25 |
|
|
2014
Q4 | $9.78M | Sell |
156,200
-110,800
| -41% | -$6.93M | 0.92% | 43 |
|
|
2014
Q3 | $16.1M | Sell |
267,000
-3,000
| -1% | -$181K | 1.69% | 15 |
|
|
2014
Q2 | $15.6M | Buy |
270,000
+63,700
| +31% | +$3.67M | 1.52% | 24 |
|
|
2014
Q1 | $12.5M | Sell |
206,300
-44,900
| -18% | -$2.73M | 1.27% | 34 |
|
|
2013
Q4 | $14.7K | Sell |
251,200
-7,000
| -3% | -$409 | 0.68% | 30 |
|
|
2013
Q3 | $13.6M | Hold |
258,200
| – | – | 1.56% | 14 |
|
|
2013
Q2 | $13.6M | Buy |
+258,200
| New | +$13.6M | 1.56% | 14 |
|