Wilmington Savings Fund Society’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 | $98.8M | Sell |
340,891
-12,725
| -4% | -$3.69M | 1.76% | 8 |
|
|
2025
Q1 | $86.7M | Sell |
353,616
-12,154
| -3% | -$2.98M | 1.62% | 8 |
|
|
2024
Q4 | $87.7M | Buy |
365,770
+2,618
| +0.7% | +$628K | 1.58% | 9 |
|
|
2024
Q3 | $76.6M | Buy |
363,152
+132,987
| +58% | +$28M | 1.37% | 10 |
|
|
2024
Q2 | $46.6M | Sell |
230,165
-2,289
| -1% | -$463K | 1.79% | 9 |
|
|
2024
Q1 | $46.6M | Buy |
+232,454
| New | +$46.6M | 1.79% | 9 |
|
|
2023
Q3 | $34.5M | Sell |
238,184
-190
| -0.1% | -$27.6K | 1.52% | 11 |
|
|
2023
Q2 | $34.7M | Sell |
238,374
-1,319
| -0.6% | -$192K | 1.44% | 12 |
|
|
2023
Q1 | $31.2M | Sell |
239,693
-44
| -0% | -$5.73K | 1.38% | 11 |
|
|
2022
Q4 | $32.1M | Sell |
239,737
-5,723
| -2% | -$767K | 1.46% | 12 |
|
|
2022
Q3 | $25.7M | Sell |
245,460
-471
| -0.2% | -$49.2K | 1.25% | 19 |
|
|
2022
Q2 | $27.7M | Sell |
245,931
-5,583
| -2% | -$629K | 1.27% | 18 |
|
|
2022
Q1 | $34.3M | Sell |
251,514
-17,346
| -6% | -$2.36M | 1.34% | 14 |
|
|
2021
Q4 | $42.6M | Sell |
268,860
-7,584
| -3% | -$1.2M | 1.53% | 12 |
|
|
2021
Q3 | $45.3M | Sell |
276,444
-3,278
| -1% | -$537K | 1.75% | 9 |
|
|
2021
Q2 | $43.5M | Sell |
279,722
-677
| -0.2% | -$105K | 1.66% | 10 |
|
|
2021
Q1 | $42.7M | Sell |
280,399
-11,934
| -4% | -$1.82M | 1.7% | 10 |
|
|
2020
Q4 | $37.1M | Sell |
292,333
-2,459
| -0.8% | -$312K | 1.56% | 10 |
|
|
2020
Q3 | $28.4M | Sell |
294,792
-9,177
| -3% | -$883K | 1.32% | 15 |
|
|
2020
Q2 | $28.6M | Sell |
303,969
-41,579
| -12% | -$3.91M | 1.41% | 12 |
|
|
2020
Q1 | $31.1M | Buy |
345,548
+23,013
| +7% | +$2.07M | 1.83% | 5 |
|
|
2019
Q4 | $45M | Buy |
322,535
+3,467
| +1% | +$483K | 2.28% | 3 |
|
|
2019
Q3 | $37.6M | Sell |
319,068
-1,460
| -0.5% | -$172K | 2.05% | 3 |
|
|
2019
Q2 | $35.8M | Buy |
320,528
+671
| +0.2% | +$75K | 1.94% | 4 |
|
|
2019
Q1 | $32.4M | Buy |
319,857
+10,166
| +3% | +$1.03M | 1.76% | 6 |
|
|
2018
Q4 | $30.2M | Buy |
309,691
+4,691
| +2% | +$458K | 1.84% | 6 |
|
|
2018
Q3 | $34.4M | Buy |
305,000
+726
| +0.2% | +$81.9K | 1.81% | 5 |
|
|
2018
Q2 | $31.7M | Sell |
304,274
-33,611
| -10% | -$3.5M | 1.77% | 6 |
|
|
2018
Q1 | $37.2M | Sell |
337,885
-6,267
| -2% | -$689K | 2.13% | 4 |
|
|
2017
Q4 | $36.8M | Buy |
344,152
+1,346
| +0.4% | +$144K | 2.01% | 4 |
|
|
2017
Q3 | $32.7M | Buy |
342,806
+9,716
| +3% | +$928K | 1.87% | 5 |
|
|
2017
Q2 | $30.4M | Buy |
333,090
+13,354
| +4% | +$1.22M | 1.81% | 5 |
|
|
2017
Q1 | $28.1M | Sell |
319,736
-3,396
| -1% | -$298K | 1.7% | 9 |
|
|
2016
Q4 | $27.9M | Sell |
323,132
-10,258
| -3% | -$885K | 1.75% | 10 |
|
|
2016
Q3 | $22.2M | Sell |
333,390
-1,904
| -0.6% | -$127K | 1.4% | 13 |
|
|
2016
Q2 | $20.8M | Buy |
335,294
+5,474
| +2% | +$340K | 1.32% | 15 |
|
|
2016
Q1 | $19.5M | Sell |
329,820
-67,266
| -17% | -$3.98M | 1.25% | 17 |
|
|
2015
Q4 | $26.2M | Sell |
397,086
-3,393
| -0.8% | -$224K | 1.64% | 10 |
|
|
2015
Q3 | $24.4M | Sell |
400,479
-2,758
| -0.7% | -$168K | 1.56% | 10 |
|
|
2015
Q2 | $27.3M | Buy |
403,237
+15,248
| +4% | +$1.03M | 1.59% | 7 |
|
|
2015
Q1 | $23.5M | Sell |
387,989
-572
| -0.1% | -$34.7K | 1.34% | 13 |
|
|
2014
Q4 | $24.3M | Buy |
388,561
+2,416
| +0.6% | +$151K | 1.36% | 15 |
|
|
2014
Q3 | $23.3M | Buy |
386,145
+18,641
| +5% | +$1.12M | 1.32% | 13 |
|
|
2014
Q2 | $21.2M | Buy |
367,504
+45,434
| +14% | +$2.62M | 1.17% | 19 |
|
|
2014
Q1 | $19.6M | Buy |
322,070
+3,968
| +1% | +$241K | 1.09% | 21 |
|
|
2013
Q4 | $18.6M | Buy |
318,102
+10,439
| +3% | +$610K | 1.05% | 23 |
|
|
2013
Q3 | $15.9M | Buy |
307,663
+4,002
| +1% | +$207K | 0.98% | 26 |
|
|
2013
Q2 | $16M | Buy |
+303,661
| New | +$16M | 1.04% | 23 |
|