WAM
Wilsey Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Sell |
143,934
-214
| -0.1% | -$62K | 7.69% | 3 |
|
|
2025
Q1 | $35.4M | Sell |
144,148
-7,066
| -5% | -$1.73M | 7.09% | 4 |
|
|
2024
Q4 | $36.2M | Sell |
151,214
-1,598
| -1% | -$383K | 6.72% | 5 |
|
|
2024
Q3 | $32.2M | Sell |
152,812
-576
| -0.4% | -$121K | 5.91% | 7 |
|
|
2024
Q2 | $31M | Sell |
153,388
-26,459
| -15% | -$5.35M | 6.52% | 8 |
|
|
2024
Q1 | $36M | Sell |
179,847
-4,850
| -3% | -$971K | 7.34% | 3 |
|
|
2023
Q4 | $31.4M | Sell |
184,697
-1,245
| -0.7% | -$212K | 6.41% | 2 |
|
|
2023
Q3 | $27M | Buy |
185,942
+3,950
| +2% | +$573K | 6.12% | 5 |
|
|
2023
Q2 | $26.5M | Sell |
181,992
-3,044
| -2% | -$443K | 5.85% | 4 |
|
|
2023
Q1 | $24.1M | Buy |
185,036
+4,069
| +2% | +$530K | 5.45% | 7 |
|
|
2022
Q4 | $24.3M | Sell |
180,967
-831
| -0.5% | -$111K | 5.77% | 7 |
|
|
2022
Q3 | $19M | Buy |
181,798
+7,807
| +4% | +$816K | 4.99% | 10 |
|
|
2022
Q2 | $19.6M | Buy |
173,991
+3,123
| +2% | +$352K | 4.85% | 11 |
|
|
2022
Q1 | $23.3M | Buy |
170,868
+9,520
| +6% | +$1.3M | 5.35% | 8 |
|
|
2021
Q4 | $25.5M | Buy |
161,348
+1,956
| +1% | +$310K | 5.79% | 5 |
|
|
2021
Q3 | $26.1M | Sell |
159,392
-3,601
| -2% | -$589K | 6.37% | 3 |
|
|
2021
Q2 | $25.4M | Buy |
162,993
+4,663
| +3% | +$725K | 6.76% | 4 |
|
|
2021
Q1 | $24.1M | Sell |
158,330
-1,830
| -1% | -$279K | 6.89% | 3 |
|
|
2020
Q4 | $20.4M | Sell |
160,160
-1,709
| -1% | -$217K | 6.21% | 4 |
|
|
2020
Q3 | $15.6M | Buy |
161,869
+2,889
| +2% | +$278K | 6.8% | 4 |
|
|
2020
Q2 | $15M | Buy |
158,980
+2,347
| +1% | +$221K | 6.2% | 4 |
|
|
2020
Q1 | $13.2M | Buy |
156,633
+4,744
| +3% | +$400K | 6.76% | 4 |
|
|
2019
Q4 | $21.1M | Sell |
151,889
-3,659
| -2% | -$507K | 7.64% | 2 |
|
|
2019
Q3 | $18.2M | Buy |
155,548
+3,818
| +3% | +$447K | 7.14% | 2 |
|
|
2019
Q2 | $17M | Sell |
151,730
-1,412
| -0.9% | -$158K | 6.97% | 2 |
|
|
2019
Q1 | $15.6M | Buy |
153,142
+2,809
| +2% | +$287K | 6.52% | 3 |
|
|
2018
Q4 | $14.6M | Buy |
150,333
+2,806
| +2% | +$272K | 7.09% | 2 |
|
|
2018
Q3 | $16.7M | Buy |
147,527
+542
| +0.4% | +$61.4K | 7.23% | 3 |
|
|
2018
Q2 | $15.3M | Buy |
146,985
+1,901
| +1% | +$198K | 7.91% | 3 |
|
|
2018
Q1 | $15.9M | Buy |
145,084
+6,312
| +5% | +$691K | 8.72% | 2 |
|
|
2017
Q4 | $14.8M | Sell |
138,772
-967
| -0.7% | -$103K | 8.33% | 2 |
|
|
2017
Q3 | $13.4M | Sell |
139,739
-5,099
| -4% | -$489K | 8.64% | 2 |
|
|
2017
Q2 | $13.2M | Buy |
144,838
+10,018
| +7% | +$916K | 9.62% | 1 |
|
|
2017
Q1 | $11.9M | Sell |
134,820
-3,301
| -2% | -$291K | 8.34% | 2 |
|
|
2016
Q4 | $11.9M | Sell |
138,121
-1,953
| -1% | -$168K | 8.42% | 2 |
|
|
2016
Q3 | $9.39M | Sell |
140,074
-3,473
| -2% | -$233K | 7.22% | 3 |
|
|
2016
Q2 | $8.92M | Sell |
143,547
-4,836
| -3% | -$301K | 6.38% | 3 |
|
|
2016
Q1 | $8.79M | Sell |
148,383
-355
| -0.2% | -$21K | 6.16% | 5 |
|
|
2015
Q4 | $9.82M | Buy |
148,738
+378
| +0.3% | +$25K | 7.08% | 2 |
|
|
2015
Q3 | $9.05M | Buy |
148,360
+4,609
| +3% | +$281K | 6.99% | 4 |
|
|
2015
Q2 | $9.73M | Sell |
143,751
-659
| -0.5% | -$44.6K | 7.8% | 4 |
|
|
2015
Q1 | $8.74M | Sell |
144,410
-3,434
| -2% | -$208K | 6.53% | 5 |
|
|
2014
Q4 | $9.25M | Buy |
147,844
+62
| +0% | +$3.88K | 6.48% | 4 |
|
|
2014
Q3 | $8.9M | Buy |
147,782
+4,630
| +3% | +$279K | 7.11% | 4 |
|
|
2014
Q2 | $8.25M | Buy |
143,152
+6,099
| +4% | +$351K | 6.43% | 4 |
|
|
2014
Q1 | $8.32M | Buy |
137,053
+1,764
| +1% | +$107K | 6.71% | 2 |
|
|
2013
Q4 | $7.84M | Buy |
+135,289
| New | +$7.84M | 7.19% | 2 |
|