Winmill & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Hold |
6,800
| – | – | 0.55% | 33 |
|
|
2025
Q1 | $1.67M | Hold |
6,800
| – | – | 0.51% | 34 |
|
|
2024
Q4 | $1.63M | Hold |
6,800
| – | – | 0.53% | 32 |
|
|
2024
Q3 | $1.43M | Hold |
6,800
| – | – | 0.48% | 32 |
|
|
2024
Q2 | $1.38M | Hold |
6,800
| – | – | 0.47% | 35 |
|
|
2024
Q1 | $1.36M | Hold |
6,800
| – | – | 0.39% | 40 |
|
|
2023
Q4 | $1.16M | Hold |
6,800
| – | – | 0.37% | 43 |
|
|
2023
Q3 | $986K | Hold |
6,800
| – | – | 0.36% | 46 |
|
|
2023
Q2 | $989K | Hold |
6,800
| – | – | 0.35% | 47 |
|
|
2023
Q1 | $886K | Hold |
6,800
| – | – | 0.33% | 49 |
|
|
2022
Q4 | $912K | Hold |
6,800
| – | – | 0.33% | 51 |
|
|
2022
Q3 | $711K | Hold |
6,800
| – | – | 0.28% | 53 |
|
|
2022
Q2 | $766K | Hold |
6,800
| – | – | 0.28% | 56 |
|
|
2022
Q1 | $927K | Hold |
6,800
| – | – | 0.28% | 57 |
|
|
2021
Q4 | $1.08M | Hold |
6,800
| – | – | 0.31% | 58 |
|
|
2021
Q3 | $1.11M | Hold |
6,800
| – | – | 0.36% | 59 |
|
|
2021
Q2 | $1.06M | Hold |
6,800
| – | – | 0.38% | 57 |
|
|
2021
Q1 | $1.04M | Hold |
6,800
| – | – | 0.38% | 59 |
|
|
2020
Q4 | $864K | Hold |
6,800
| – | – | 0.34% | 69 |
|
|
2020
Q3 | $655K | Hold |
6,800
| – | – | 0.27% | 75 |
|
|
2020
Q2 | $640K | Hold |
6,800
| – | – | 0.26% | 83 |
|
|
2020
Q1 | $612K | Hold |
6,800
| – | – | 0.33% | 79 |
|
|
2019
Q4 | $948K | Hold |
6,800
| – | – | 0.32% | 87 |
|
|
2019
Q3 | $800K | Buy |
+6,800
| New | +$800K | 0.34% | 83 |
|