WCM
Windsor Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
9,991
-494
| -5% | -$143K | 0.84% | 31 |
|
|
2025
Q1 | $2.57M | Sell |
10,485
-98
| -0.9% | -$24K | 0.79% | 30 |
|
|
2024
Q4 | $2.54M | Sell |
10,583
-456
| -4% | -$109K | 0.75% | 31 |
|
|
2024
Q3 | $2.33M | Sell |
11,039
-238
| -2% | -$50.2K | 0.68% | 32 |
|
|
2024
Q2 | $2.28M | Sell |
11,277
-128
| -1% | -$25.9K | 0.71% | 31 |
|
|
2024
Q1 | $2.28M | Sell |
11,405
-139
| -1% | -$27.8K | 0.71% | 32 |
|
|
2023
Q4 | $1.96M | Sell |
11,544
-396
| -3% | -$67.4K | 0.64% | 33 |
|
|
2023
Q3 | $1.73M | Buy |
11,940
+189
| +2% | +$27.4K | 0.6% | 33 |
|
|
2023
Q2 | $1.71M | Hold |
11,751
| – | – | 0.57% | 35 |
|
|
2023
Q1 | $1.53M | Sell |
11,751
-127
| -1% | -$16.5K | 0.53% | 35 |
|
|
2022
Q4 | $1.59M | Sell |
11,878
-378
| -3% | -$50.7K | 0.58% | 35 |
|
|
2022
Q3 | $1.28M | Sell |
12,256
-52
| -0.4% | -$5.43K | 0.48% | 37 |
|
|
2022
Q2 | $1.39M | Sell |
12,308
-110
| -0.9% | -$12.4K | 0.49% | 38 |
|
|
2022
Q1 | $1.69M | Buy |
12,418
+171
| +1% | +$23.3K | 0.53% | 37 |
|
|
2021
Q4 | $1.94M | Buy |
12,247
+9
| +0.1% | +$1.43K | 0.58% | 35 |
|
|
2021
Q3 | $2M | Sell |
12,238
-163
| -1% | -$26.7K | 0.64% | 34 |
|
|
2021
Q2 | $1.93M | Sell |
12,401
-421
| -3% | -$65.5K | 0.64% | 34 |
|
|
2021
Q1 | $1.95M | Sell |
12,822
-144
| -1% | -$21.9K | 0.68% | 33 |
|
|
2020
Q4 | $1.65M | Sell |
12,966
-501
| -4% | -$63.6K | 0.62% | 35 |
|
|
2020
Q3 | $1.3M | Sell |
13,467
-70
| -0.5% | -$6.74K | 0.54% | 41 |
|
|
2020
Q2 | $1.27M | Buy |
13,537
+775
| +6% | +$72.9K | 0.55% | 40 |
|
|
2020
Q1 | $1.15M | Buy |
12,762
+155
| +1% | +$14K | 0.58% | 39 |
|
|
2019
Q4 | $1.76M | Buy |
12,607
+153
| +1% | +$21.3K | 0.74% | 32 |
|
|
2019
Q3 | $1.47M | Sell |
12,454
-811
| -6% | -$95.4K | 0.65% | 41 |
|
|
2019
Q2 | $1.48M | Buy |
13,265
+47
| +0.4% | +$5.26K | 0.68% | 38 |
|
|
2019
Q1 | $1.34M | Sell |
13,218
-127
| -1% | -$12.9K | 0.63% | 40 |
|
|
2018
Q4 | $1.3M | Buy |
13,345
+753
| +6% | +$73.5K | 0.67% | 37 |
|
|
2018
Q3 | $1.42M | Buy |
12,592
+257
| +2% | +$29K | 0.64% | 40 |
|
|
2018
Q2 | $1.29M | Buy |
12,335
+193
| +2% | +$20.1K | 0.6% | 44 |
|
|
2018
Q1 | $1.34M | Buy |
12,142
+130
| +1% | +$14.3K | 0.63% | 43 |
|
|
2017
Q4 | $1.28M | Buy |
12,012
+6,644
| +124% | +$710K | 0.6% | 41 |
|
|
2017
Q3 | $490K | Hold |
5,368
| – | – | 0.25% | 79 |
|
|
2017
Q2 | $490K | Sell |
5,368
-874
| -14% | -$79.8K | 0.25% | 80 |
|
|
2017
Q1 | $548K | Sell |
6,242
-1,780
| -22% | -$156K | 0.28% | 73 |
|
|
2016
Q4 | $692K | Buy |
8,022
+448
| +6% | +$38.6K | 0.37% | 57 |
|
|
2016
Q3 | $504K | Buy |
7,574
+214
| +3% | +$14.2K | 0.28% | 78 |
|
|
2016
Q2 | $457K | Buy |
7,360
+1,085
| +17% | +$67.4K | 0.27% | 79 |
|
|
2016
Q1 | $371K | Buy |
6,275
+827
| +15% | +$48.9K | 0.23% | 84 |
|
|
2015
Q4 | $359K | Sell |
5,448
-135
| -2% | -$8.9K | 0.22% | 80 |
|
|
2015
Q3 | $340K | Sell |
5,583
-432
| -7% | -$26.3K | 0.2% | 83 |
|
|
2015
Q2 | $407K | Buy |
6,015
+275
| +5% | +$18.6K | 0.24% | 73 |
|
|
2015
Q1 | $348K | Buy |
5,740
+490
| +9% | +$29.7K | 0.2% | 81 |
|
|
2014
Q4 | $329K | Buy |
5,250
+56
| +1% | +$3.51K | 0.19% | 76 |
|
|
2014
Q3 | $313K | Sell |
5,194
-386
| -7% | -$23.3K | 0.18% | 76 |
|
|
2014
Q2 | $322K | Buy |
5,580
+483
| +9% | +$27.9K | 0.18% | 71 |
|
|
2014
Q1 | $309K | Buy |
5,097
+1,213
| +31% | +$73.5K | 0.18% | 73 |
|
|
2013
Q4 | $227K | Buy |
3,884
+250
| +7% | +$14.6K | 0.13% | 75 |
|
|
2013
Q3 | $188K | Buy |
3,634
+14
| +0.4% | +$724 | 0.11% | 80 |
|
|
2013
Q2 | $191K | Buy |
+3,620
| New | +$191K | 0.11% | 76 |
|