Willis Johnson & Associates’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 | $1.38M | Buy |
4,754
+1,641
| +53% | +$476K | 0.09% | 60 |
|
|
2025
Q1 | $764K | Sell |
3,113
-57
| -2% | -$14K | 0.06% | 71 |
|
|
2024
Q4 | $760K | Sell |
3,170
-199
| -6% | -$47.7K | 0.06% | 74 |
|
|
2024
Q3 | $710K | Sell |
3,369
-209
| -6% | -$44.1K | 0.05% | 75 |
|
|
2024
Q2 | $724K | Buy |
3,578
+639
| +22% | +$129K | 0.06% | 73 |
|
|
2024
Q1 | $589K | Buy |
2,939
+1,576
| +116% | +$316K | 0.05% | 78 |
|
|
2023
Q4 | $232K | Buy |
+1,363
| New | +$232K | 0.02% | 120 |
|
|
2023
Q3 | – | Sell |
-1,434
| Closed | -$209K | – | 134 |
|
|
2023
Q2 | $209K | Sell |
1,434
-182
| -11% | -$26.5K | 0.02% | 122 |
|
|
2023
Q1 | $211K | Buy |
1,616
+103
| +7% | +$13.4K | 0.03% | 112 |
|
|
2022
Q4 | $203K | Buy |
+1,513
| New | +$203K | 0.03% | 108 |
|