Windward 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
Q1 | – | Sell |
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|
2024
Q4 | $240K | Hold |
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|
2024
Q3 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7.04M | Sell |
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|
2022
Q3 | $5.52M | Buy |
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|
2022
Q2 | $5.94M | Buy |
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|
2022
Q1 | $7.15M | Sell |
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|
2021
Q4 | $8.32M | Buy |
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|
2021
Q3 | $8.6M | Buy |
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|
2021
Q2 | $8.12M | Sell |
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|
2021
Q1 | $7.96M | Sell |
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|
2020
Q4 | $6.68M | Sell |
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|
2020
Q3 | $5.91M | Sell |
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|
2020
Q2 | $5.83M | Sell |
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|
2020
Q1 | $5.69M | Sell |
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|
2019
Q4 | $8.96M | Sell |
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|
2019
Q3 | $7.6M | Sell |
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|
2019
Q2 | $7.22M | Sell |
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|
2019
Q1 | $6.66M | Buy |
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|
2018
Q4 | $6.42M | Buy |
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|
2018
Q3 | $7.38M | Sell |
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|
2018
Q2 | $6.86M | Sell |
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|
2018
Q1 | $7.27M | Sell |
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|
2017
Q4 | $7.07M | Sell |
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|
2017
Q3 | $6.35M | Sell |
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|
2017
Q2 | $6.12M | Buy |
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|
2017
Q1 | $5.82M | Buy |
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|
2016
Q4 | $5.66M | Buy |
|