Wimmer Associates 1’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 | $1.14M | Hold |
3,920
| – | – | 0.58% | 44 |
|
|
2025
Q1 | $1.03M | Sell |
3,920
-194
| -5% | -$51K | 0.54% | 47 |
|
|
2024
Q4 | $986K | Buy |
4,114
+40
| +1% | +$9.59K | 0.49% | 51 |
|
|
2024
Q3 | $859K | Hold |
4,074
| – | – | 0.42% | 56 |
|
|
2024
Q2 | $824K | Sell |
4,074
-81
| -2% | -$16.4K | 0.42% | 56 |
|
|
2024
Q1 | $832K | Sell |
4,155
-10
| -0.2% | -$2K | 0.44% | 57 |
|
|
2023
Q4 | $708K | Sell |
4,165
-55
| -1% | -$9.36K | 0.4% | 60 |
|
|
2023
Q3 | $612K | Buy |
4,220
+55
| +1% | +$7.98K | 0.38% | 60 |
|
|
2023
Q2 | $606K | Sell |
4,165
-40
| -1% | -$5.82K | 0.36% | 63 |
|
|
2023
Q1 | $569K | Sell |
4,205
-14
| -0.3% | -$1.89K | 0.36% | 68 |
|
|
2022
Q4 | $566K | Buy |
4,219
+25
| +0.6% | +$3.35K | 0.37% | 72 |
|
|
2022
Q3 | $528K | Sell |
4,194
-125
| -3% | -$15.7K | 0.35% | 72 |
|
|
2022
Q2 | $486K | Sell |
4,319
-190
| -4% | -$21.4K | 0.32% | 73 |
|
|
2022
Q1 | $615K | Sell |
4,509
-128
| -3% | -$17.5K | 0.34% | 65 |
|
|
2021
Q4 | $734K | Buy |
4,637
+63
| +1% | +$9.97K | 0.39% | 60 |
|
|
2021
Q3 | $749K | Sell |
4,574
-40
| -0.9% | -$6.55K | 0.44% | 52 |
|
|
2021
Q2 | $718K | Sell |
4,614
-75
| -2% | -$11.7K | 0.42% | 55 |
|
|
2021
Q1 | $714K | Sell |
4,689
-140
| -3% | -$21.3K | 0.39% | 57 |
|
|
2020
Q4 | $614K | Hold |
4,829
| – | – | 0.37% | 56 |
|
|
2020
Q3 | $465K | Buy |
4,829
+1,175
| +32% | +$113K | 0.31% | 64 |
|
|
2020
Q2 | $368K | Sell |
3,654
-1,075
| -23% | -$108K | 0.29% | 75 |
|
|
2020
Q1 | $426K | Buy |
4,729
+795
| +20% | +$71.6K | 0.4% | 64 |
|
|
2019
Q4 | $548K | Hold |
3,934
| – | – | 0.44% | 62 |
|
|
2019
Q3 | $463K | Buy |
3,934
+60
| +2% | +$7.06K | 0.4% | 63 |
|
|
2019
Q2 | $433K | Sell |
3,874
-250
| -6% | -$27.9K | 0.38% | 65 |
|
|
2019
Q1 | $418K | Sell |
4,124
-50
| -1% | -$5.07K | 0.37% | 68 |
|
|
2018
Q4 | $407K | Buy |
4,174
+115
| +3% | +$11.2K | 0.4% | 65 |
|
|
2018
Q3 | $458K | Hold |
4,059
| – | – | 0.38% | 69 |
|
|
2018
Q2 | $423K | Hold |
4,059
| – | – | 0.38% | 70 |
|
|
2018
Q1 | $446K | Hold |
4,059
| – | – | 0.39% | 71 |
|
|
2017
Q4 | $434K | Sell |
4,059
-400
| -9% | -$42.8K | 0.39% | 73 |
|
|
2017
Q3 | $426K | Hold |
4,459
| – | – | 0.39% | 74 |
|
|
2017
Q2 | $408K | Hold |
4,459
| – | – | 0.38% | 74 |
|
|
2017
Q1 | $392K | Hold |
4,459
| – | – | 0.37% | 78 |
|
|
2016
Q4 | $385K | Sell |
4,459
-123
| -3% | -$10.6K | 0.36% | 82 |
|
|
2016
Q3 | $305K | Sell |
4,582
-545
| -11% | -$36.3K | 0.27% | 91 |
|
|
2016
Q2 | $319K | Buy |
5,127
+5
| +0.1% | +$311 | 0.28% | 90 |
|
|
2016
Q1 | $303K | Sell |
5,122
-1,006
| -16% | -$59.5K | 0.28% | 88 |
|
|
2015
Q4 | $405K | Buy |
+6,128
| New | +$405K | 0.42% | 72 |
|