Wilson & Boucher Capital 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 | $584K | Sell |
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|
2025
Q2 | $595K | Sell |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $561K | Hold |
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|
2024
Q3 | $494K | Hold |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $424K | Hold |
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|
2021
Q4 | $493K | Buy |
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