Wilsey Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.9M | Sell |
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|
2025
Q2 | $41.7M | Sell |
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|
2025
Q1 | $35.4M | Sell |
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|
2024
Q4 | $36.2M | Sell |
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|
2024
Q3 | $32.2M | Sell |
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|
2024
Q2 | $31M | Sell |
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|
2024
Q1 | $36M | Sell |
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|
2023
Q4 | $31.4M | Sell |
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|
2023
Q3 | $27M | Buy |
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|
2023
Q2 | $26.5M | Sell |
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|
2023
Q1 | $24.1M | Buy |
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|
2022
Q4 | $24.3M | Sell |
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|
2022
Q3 | $19M | Buy |
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|
2022
Q2 | $19.6M | Buy |
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|
2022
Q1 | $23.3M | Buy |
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|
2021
Q4 | $25.5M | Buy |
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|
2021
Q3 | $26.1M | Sell |
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|
2021
Q2 | $25.4M | Buy |
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|
2021
Q1 | $24.1M | Sell |
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|
2020
Q4 | $20.4M | Sell |
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|
2020
Q3 | $15.6M | Buy |
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|
2020
Q2 | $15M | Buy |
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|
2020
Q1 | $13.2M | Buy |
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|
2019
Q4 | $21.1M | Sell |
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|
2019
Q3 | $18.2M | Buy |
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|
2019
Q2 | $17M | Sell |
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|
2019
Q1 | $15.6M | Buy |
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|
2018
Q4 | $14.6M | Buy |
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|
2018
Q3 | $16.7M | Buy |
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|
2018
Q2 | $15.3M | Buy |
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|
2018
Q1 | $15.9M | Buy |
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|
2017
Q4 | $14.8M | Sell |
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|
2017
Q3 | $13.4M | Sell |
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|
2017
Q2 | $13.2M | Buy |
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|
2017
Q1 | $11.9M | Sell |
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|
2016
Q4 | $11.9M | Sell |
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|
2016
Q3 | $9.39M | Sell |
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|
2016
Q2 | $8.92M | Sell |
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|
2016
Q1 | $8.79M | Sell |
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|
2015
Q4 | $9.82M | Buy |
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|
2015
Q3 | $9.04M | Buy |
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|
2015
Q2 | $9.73M | Sell |
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|
2015
Q1 | $8.74M | Sell |
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|
2014
Q4 | $9.25M | Buy |
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|
2014
Q3 | $8.9M | Buy |
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|
2014
Q2 | $8.25M | Buy |
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|
2014
Q1 | $8.32M | Buy |
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|
2013
Q4 | $7.84M | Buy |
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