Willner & Heller’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 | $1.45M | Sell |
4,986
-46
| -0.9% | -$13.3K | 1.22% | 18 |
|
|
2025
Q1 | $1.23M | Sell |
5,032
-10
| -0.2% | -$2.45K | 1.14% | 21 |
|
|
2024
Q4 | $1.21M | Buy |
5,042
+23
| +0.5% | +$5.51K | 1.06% | 22 |
|
|
2024
Q3 | $1.06M | Sell |
5,019
-241
| -5% | -$50.8K | 0.94% | 29 |
|
|
2024
Q2 | $1.06M | Buy |
5,260
+29
| +0.6% | +$5.87K | 1.02% | 25 |
|
|
2024
Q1 | $1.05M | Sell |
5,231
-28
| -0.5% | -$5.61K | 1.04% | 26 |
|
|
2023
Q4 | $895K | Buy |
+5,259
| New | +$895K | 1% | 29 |
|
|
2022
Q4 | $675K | Sell |
5,031
-176
| -3% | -$23.6K | 0.96% | 34 |
|
|
2022
Q3 | $544K | Buy |
5,207
+88
| +2% | +$9.19K | 0.88% | 41 |
|
|
2022
Q2 | $576K | Buy |
5,119
+256
| +5% | +$28.8K | 0.9% | 40 |
|
|
2022
Q1 | $770K | Sell |
4,863
-179
| -4% | -$28.3K | 0.95% | 32 |
|
|
2021
Q4 | $825K | Buy |
+5,042
| New | +$825K | 1.1% | 19 |
|