Wimmer Associates 1’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
Q2 | $1.14M | Hold |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $986K | Buy |
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|
2024
Q3 | $859K | Hold |
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|
2024
Q2 | $824K | Sell |
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|
2024
Q1 | $832K | Sell |
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|
2023
Q4 | $708K | Sell |
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|
2023
Q3 | $612K | Buy |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $569K | Sell |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $528K | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $615K | Sell |
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|
2021
Q4 | $734K | Buy |
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|
2021
Q3 | $749K | Sell |
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|
2021
Q2 | $718K | Sell |
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|
2021
Q1 | $714K | Sell |
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|
2020
Q4 | $614K | Hold |
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|
2020
Q3 | $465K | Buy |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | $548K | Hold |
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|
2019
Q3 | $463K | Buy |
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|
2019
Q2 | $433K | Sell |
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|
2019
Q1 | $418K | Sell |
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|
2018
Q4 | $407K | Buy |
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|
2018
Q3 | $458K | Hold |
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|
2018
Q2 | $423K | Hold |
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|
2018
Q1 | $446K | Hold |
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|
2017
Q4 | $434K | Sell |
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|
2017
Q3 | $426K | Hold |
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|
2017
Q2 | $408K | Hold |
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|
2017
Q1 | $392K | Hold |
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|
2016
Q4 | $385K | Sell |
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|
2016
Q3 | $305K | Sell |
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|
2016
Q2 | $319K | Buy |
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|
2016
Q1 | $303K | Sell |
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|
2015
Q4 | $405K | Buy |
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