Wills Financial Group’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 | $4.9M | Buy |
16,901
+60
| +0.4% | +$17.4K | 2.13% | 18 |
|
|
2025
Q1 | $4.13M | Sell |
16,841
-20
| -0.1% | -$4.91K | 1.83% | 22 |
|
|
2024
Q4 | $4.04M | Buy |
16,861
+897
| +6% | +$215K | 1.75% | 23 |
|
|
2024
Q3 | $3.37M | Buy |
15,964
+12
| +0.1% | +$2.53K | 1.41% | 26 |
|
|
2024
Q2 | $3.23M | Buy |
15,952
+297
| +2% | +$60.1K | 1.49% | 25 |
|
|
2024
Q1 | $3.14M | Buy |
15,655
+1,097
| +8% | +$220K | 1.48% | 26 |
|
|
2023
Q4 | $2.48M | Buy |
14,558
+7,611
| +110% | +$1.29M | 1.25% | 26 |
|
|
2023
Q3 | $1.01M | Buy |
6,947
+1
| +0% | +$145 | 0.55% | 41 |
|
|
2023
Q2 | $1.01M | Buy |
6,946
+51
| +0.7% | +$7.42K | 0.51% | 39 |
|
|
2023
Q1 | $899K | Buy |
6,895
+1,092
| +19% | +$142K | 0.48% | 40 |
|
|
2022
Q4 | $778K | Sell |
5,803
-248
| -4% | -$33.3K | 0.43% | 40 |
|
|
2022
Q3 | $632K | Buy |
6,051
+1,858
| +44% | +$194K | 0.35% | 42 |
|
|
2022
Q2 | $472K | Buy |
4,193
+1,825
| +77% | +$205K | 0.23% | 52 |
|
|
2022
Q1 | $323K | Buy |
2,368
+107
| +5% | +$14.6K | 0.14% | 55 |
|
|
2021
Q4 | $358K | Hold |
2,261
| – | – | 0.14% | 57 |
|
|
2021
Q3 | $370K | Hold |
2,261
| – | – | 0.17% | 54 |
|
|
2021
Q2 | $351K | Buy |
2,261
+35
| +2% | +$5.43K | 0.15% | 60 |
|
|
2021
Q1 | $338K | Buy |
2,226
+31
| +1% | +$4.71K | 0.16% | 54 |
|
|
2020
Q4 | $278K | Buy |
+2,195
| New | +$278K | 0.14% | 54 |
|
|
2019
Q2 | – | Sell |
-12,193
| Closed | -$1.23M | – | 57 |
|
|
2019
Q1 | $1.23M | Sell |
12,193
-1,115
| -8% | -$113K | 0.84% | 36 |
|
|
2018
Q4 | $1.3M | Sell |
13,308
-4,275
| -24% | -$417K | 1% | 33 |
|
|
2018
Q3 | $1.98M | Hold |
17,583
| – | – | 1.31% | 28 |
|
|
2018
Q2 | $1.83M | Buy |
17,583
+530
| +3% | +$55.2K | 1.33% | 30 |
|
|
2018
Q1 | $1.88M | Buy |
+17,053
| New | +$1.88M | 1.39% | 31 |
|