Windsor 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 | $3.1M | Sell |
|
|||||
|
2025
Q2 | $2.9M | Sell |
|
|||||
|
2025
Q1 | $2.57M | Sell |
|
|||||
|
2024
Q4 | $2.54M | Sell |
|
|||||
|
2024
Q3 | $2.33M | Sell |
|
|||||
|
2024
Q2 | $2.28M | Sell |
|
|||||
|
2024
Q1 | $2.28M | Sell |
|
|||||
|
2023
Q4 | $1.96M | Sell |
|
|||||
|
2023
Q3 | $1.73M | Buy |
|
|||||
|
2023
Q2 | $1.71M | Hold |
|
|||||
|
2023
Q1 | $1.53M | Sell |
|
|||||
|
2022
Q4 | $1.59M | Sell |
|
|||||
|
2022
Q3 | $1.28M | Sell |
|
|||||
|
2022
Q2 | $1.39M | Sell |
|
|||||
|
2022
Q1 | $1.69M | Buy |
|
|||||
|
2021
Q4 | $1.94M | Buy |
|
|||||
|
2021
Q3 | $2M | Sell |
|
|||||
|
2021
Q2 | $1.93M | Sell |
|
|||||
|
2021
Q1 | $1.95M | Sell |
|
|||||
|
2020
Q4 | $1.65M | Sell |
|
|||||
|
2020
Q3 | $1.3M | Sell |
|
|||||
|
2020
Q2 | $1.27M | Buy |
|
|||||
|
2020
Q1 | $1.15M | Buy |
|
|||||
|
2019
Q4 | $1.76M | Buy |
|
|||||
|
2019
Q3 | $1.47M | Sell |
|
|||||
|
2019
Q2 | $1.48M | Buy |
|
|||||
|
2019
Q1 | $1.34M | Sell |
|
|||||
|
2018
Q4 | $1.3M | Buy |
|
|||||
|
2018
Q3 | $1.42M | Buy |
|
|||||
|
2018
Q2 | $1.28M | Buy |
|
|||||
|
2018
Q1 | $1.33M | Buy |
|
|||||
|
2017
Q4 | $1.28M | Buy |
|
|||||
|
2017
Q3 | $490K | Hold |
|
|||||
|
2017
Q2 | $490K | Sell |
|
|||||
|
2017
Q1 | $548K | Sell |
|
|||||
|
2016
Q4 | $692K | Buy |
|
|||||
|
2016
Q3 | $504K | Buy |
|
|||||
|
2016
Q2 | $457K | Buy |
|
|||||
|
2016
Q1 | $371K | Buy |
|
|||||
|
2015
Q4 | $359K | Sell |
|
|||||
|
2015
Q3 | $340K | Sell |
|
|||||
|
2015
Q2 | $407K | Buy |
|
|||||
|
2015
Q1 | $348K | Buy |
|
|||||
|
2014
Q4 | $329K | Buy |
|
|||||
|
2014
Q3 | $313K | Sell |
|
|||||
|
2014
Q2 | $322K | Buy |
|
|||||
|
2014
Q1 | $309K | Buy |
|
|||||
|
2013
Q4 | $227K | Buy |
|
|||||
|
2013
Q3 | $188K | Buy |
|
|||||
|
2013
Q2 | $191K | Buy |
|