Winch Advisory Services’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 | $7.01M | Sell |
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|
2025
Q1 | $5.96M | Sell |
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|
2024
Q4 | $5.85M | Buy |
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|
2024
Q3 | $5.12M | Buy |
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|
2024
Q2 | $4.91M | Buy |
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|
2024
Q1 | $4.8M | Sell |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $3.49M | Sell |
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|
2023
Q2 | $3.53M | Buy |
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|
2023
Q1 | $3.12M | Buy |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $2.49M | Sell |
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|
2022
Q2 | $2.71M | Buy |
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|
2022
Q1 | $3.27M | Sell |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $4.01M | Buy |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.59M | Buy |
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|
2020
Q4 | $2.9M | Buy |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $2.04M | Buy |
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|
2020
Q1 | $477K | Sell |
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|
2019
Q4 | $745K | Buy |
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|
2019
Q3 | $596K | Buy |
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|
2019
Q2 | $432K | Buy |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $265K | Sell |
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|
2018
Q2 | $470K | Sell |
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|
2018
Q1 | $3.95M | Buy |
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|
2017
Q4 | $3.49M | Buy |
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|
2017
Q3 | $3.04M | Sell |
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|
2017
Q2 | $3.12M | Sell |
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|
2017
Q1 | $3.09M | Buy |
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|
2016
Q4 | $2.63M | Sell |
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|
2016
Q3 | $2.12M | Buy |
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|
2016
Q2 | $75K | Buy |
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|
2016
Q1 | $69K | Buy |
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|
2015
Q4 | $44K | Sell |
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|
2015
Q3 | $46K | Sell |
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|
2015
Q2 | $1.81M | Buy |
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|
2015
Q1 | $43K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $39K | Buy |
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|
2014
Q2 | $37K | Sell |
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|
2014
Q1 | $1.3M | Buy |
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