Winthrop Advisory Group’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 | $5.97M | Buy |
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|
2025
Q2 | $5.37M | Buy |
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|
2025
Q1 | $4.32M | Sell |
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|
2024
Q4 | $4.38M | Buy |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $2.88M | Sell |
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|
2023
Q4 | $2.48M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $875K | Buy |
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|
2020
Q2 | $748K | Sell |
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|
2020
Q1 | $758K | Buy |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $987K | Buy |
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|
2019
Q2 | $884K | Buy |
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|
2019
Q1 | $772K | Buy |
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|
2018
Q4 | $707K | Buy |
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|
2018
Q3 | $791K | Buy |
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|
2018
Q2 | $650K | Buy |
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|
2018
Q1 | $565K | Sell |
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|
2017
Q4 | $594K | Buy |
|