Wilson & Boucher Capital Management’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 | $595K | Sell |
2,051
-85
| -4% | -$24.6K | 0.41% | 67 |
|
|
2025
Q1 | $524K | Sell |
2,136
-205
| -9% | -$50.3K | 0.39% | 70 |
|
|
2024
Q4 | $561K | Hold |
2,341
| – | – | 0.4% | 68 |
|
|
2024
Q3 | $494K | Hold |
2,341
| – | – | 0.34% | 78 |
|
|
2024
Q2 | $473K | Hold |
2,341
| – | – | 0.36% | 72 |
|
|
2024
Q1 | $469K | Buy |
2,341
+1
| +0% | +$200 | 0.37% | 73 |
|
|
2023
Q4 | $398K | Hold |
2,340
| – | – | 0.34% | 77 |
|
|
2023
Q3 | $339K | Hold |
2,340
| – | – | 0.32% | 77 |
|
|
2023
Q2 | $340K | Hold |
2,340
| – | – | 0.31% | 76 |
|
|
2023
Q1 | $305K | Buy |
2,340
+311
| +15% | +$40.5K | 0.29% | 82 |
|
|
2022
Q4 | $272K | Hold |
2,029
| – | – | 0.28% | 80 |
|
|
2022
Q3 | $212K | Sell |
2,029
-1,047
| -34% | -$109K | 0.25% | 87 |
|
|
2022
Q2 | $346K | Sell |
3,076
-35
| -1% | -$3.94K | 0.38% | 76 |
|
|
2022
Q1 | $424K | Hold |
3,111
| – | – | 0.38% | 74 |
|
|
2021
Q4 | $493K | Buy |
+3,111
| New | +$493K | 0.44% | 66 |
|