WAS
Winch Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Sell |
24,192
-120
| -0.5% | -$34.8K | 1.71% | 13 |
|
|
2025
Q1 | $5.96M | Sell |
24,312
-109
| -0.4% | -$26.7K | 1.58% | 14 |
|
|
2024
Q4 | $5.85M | Buy |
24,421
+120
| +0.5% | +$28.8K | 1.52% | 15 |
|
|
2024
Q3 | $5.12M | Buy |
24,301
+12
| +0% | +$2.53K | 1.42% | 16 |
|
|
2024
Q2 | $4.91M | Buy |
24,289
+329
| +1% | +$66.5K | 1.4% | 16 |
|
|
2024
Q1 | $4.8M | Sell |
23,960
-268
| -1% | -$53.7K | 1.47% | 16 |
|
|
2023
Q4 | $4.12M | Buy |
24,228
+139
| +0.6% | +$23.6K | 1.37% | 17 |
|
|
2023
Q3 | $3.49M | Sell |
24,089
-160
| -0.7% | -$23.2K | 1.28% | 17 |
|
|
2023
Q2 | $3.53M | Buy |
24,249
+291
| +1% | +$42.3K | 1.27% | 17 |
|
|
2023
Q1 | $3.12M | Buy |
23,958
+161
| +0.7% | +$21K | 1.21% | 17 |
|
|
2022
Q4 | $3.19M | Sell |
23,797
-62
| -0.3% | -$8.31K | 1.36% | 17 |
|
|
2022
Q3 | $2.49M | Sell |
23,859
-165
| -0.7% | -$17.2K | 1.07% | 16 |
|
|
2022
Q2 | $2.71M | Buy |
24,024
+48
| +0.2% | +$5.41K | 1.1% | 16 |
|
|
2022
Q1 | $3.27M | Sell |
23,976
-652
| -3% | -$88.9K | 1.14% | 17 |
|
|
2021
Q4 | $3.9M | Buy |
24,628
+110
| +0.4% | +$17.4K | 1.29% | 21 |
|
|
2021
Q3 | $4.01M | Buy |
24,518
+391
| +2% | +$64K | 1.4% | 21 |
|
|
2021
Q2 | $3.75M | Buy |
24,127
+563
| +2% | +$87.6K | 1.35% | 21 |
|
|
2021
Q1 | $3.59M | Buy |
23,564
+753
| +3% | +$115K | 1.44% | 20 |
|
|
2020
Q4 | $2.9M | Buy |
22,811
+240
| +1% | +$30.5K | 1.2% | 23 |
|
|
2020
Q3 | $2.17M | Buy |
22,571
+901
| +4% | +$86.7K | 0.92% | 24 |
|
|
2020
Q2 | $2.04M | Buy |
21,670
+16,372
| +309% | +$1.54M | 0.97% | 23 |
|
|
2020
Q1 | $477K | Sell |
5,298
-44
| -0.8% | -$3.96K | 0.24% | 39 |
|
|
2019
Q4 | $745K | Buy |
5,342
+278
| +5% | +$38.8K | 0.35% | 40 |
|
|
2019
Q3 | $596K | Buy |
5,064
+1,199
| +31% | +$141K | 0.31% | 40 |
|
|
2019
Q2 | $432K | Buy |
3,865
+559
| +17% | +$62.5K | 0.23% | 47 |
|
|
2019
Q1 | $335K | Buy |
3,306
+842
| +34% | +$85.3K | 0.19% | 57 |
|
|
2018
Q4 | $241K | Buy |
2,464
+114
| +5% | +$11.2K | 0.13% | 63 |
|
|
2018
Q3 | $265K | Sell |
2,350
-2,161
| -48% | -$244K | 0.13% | 71 |
|
|
2018
Q2 | $470K | Sell |
4,511
-31,435
| -87% | -$3.28M | 0.25% | 54 |
|
|
2018
Q1 | $3.95M | Buy |
35,946
+3,351
| +10% | +$369K | 2.32% | 18 |
|
|
2017
Q4 | $3.49M | Buy |
32,595
+783
| +2% | +$83.7K | 2.1% | 21 |
|
|
2017
Q3 | $3.04M | Sell |
31,812
-2,276
| -7% | -$218K | 1.98% | 22 |
|
|
2017
Q2 | $3.12M | Sell |
34,088
-1,136
| -3% | -$104K | 1.96% | 21 |
|
|
2017
Q1 | $3.09M | Buy |
35,224
+4,805
| +16% | +$422K | 1.96% | 20 |
|
|
2016
Q4 | $2.63M | Sell |
30,419
-1,380
| -4% | -$119K | 1.81% | 20 |
|
|
2016
Q3 | $2.12M | Buy |
31,799
+30,595
| +2,541% | +$2.04M | 1.73% | 22 |
|
|
2016
Q2 | $75K | Buy |
1,204
+46
| +4% | +$2.87K | 0.09% | 65 |
|
|
2016
Q1 | $69K | Buy |
1,158
+488
| +73% | +$29.1K | 0.11% | 35 |
|
|
2015
Q4 | $44K | Sell |
670
-78
| -10% | -$5.12K | 0.05% | 51 |
|
|
2015
Q3 | $46K | Sell |
748
-25,916
| -97% | -$1.59M | 0.07% | 51 |
|
|
2015
Q2 | $1.81M | Buy |
26,664
+25,960
| +3,688% | +$1.76M | 0.99% | 30 |
|
|
2015
Q1 | $43K | Buy |
+704
| New | +$43K | 0.03% | 86 |
|
|
2014
Q4 | – | Sell |
-648
| Closed | -$39K | – | 112 |
|
|
2014
Q3 | $39K | Buy |
648
+4
| +0.6% | +$241 | 0.03% | 77 |
|
|
2014
Q2 | $37K | Sell |
644
-20,858
| -97% | -$1.2M | 0.02% | 99 |
|
|
2014
Q1 | $1.31M | Buy |
+21,502
| New | +$1.31M | 0.83% | 29 |
|