Winthrop Advisory Group’s JPMorgan Chase JPM Stock Holding History

Winthrop Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.44M	Buy	18,489 +1,239	+7%	+$376K	0.44%	35
2025 Q4	$5.56M	Sell	17,250 -1,684	-9%	-$521K	0.47%	33
2025 Q3	$5.97M	Buy	18,934 +427	+2%	+$127K	0.52%	30
2025 Q2	$5.37M	Buy	18,507 +909	+5%	+$232K	0.52%	29
2025 Q1	$4.32M	Sell	17,598 -661	-4%	-$169K	0.52%	26
2024 Q4	$4.38M	Buy	18,259 +1,124	+7%	+$262K	0.53%	27
2024 Q3	$3.61M	Buy	17,135 +2,749	+19%	+$579K	0.45%	30
2024 Q2	$2.91M	Sell	14,386 -11	-0.1%	-$2.15K	0.4%	34
2024 Q1	$2.88M	Sell	14,397 -172	-1%	-$31K	0.42%	31
2023 Q4	$2.48M	Buy	14,569 +3,360	+30%	+$509K	0.39%	33
2023 Q3	$1.63M	Buy	11,209 +50	+0.4%	+$7.5K	0.27%	35
2023 Q2	$1.62M	Buy	11,159 +586	+6%	+$80.6K	0.26%	38
2023 Q1	$1.38M	Buy	10,573 +76	+0.7%	+$10.4K	0.24%	41
2022 Q4	$1.41M	Buy	10,497 +284	+3%	+$36K	0.27%	38
2022 Q3	$1.07M	Sell	10,213 -45	-0.4%	-$5.16K	0.23%	42
2022 Q2	$1.16M	Sell	10,258 -522	-5%	-$64.7K	0.27%	37
2022 Q1	$1.47M	Buy	10,780 +337	+3%	+$49.7K	0.31%	36
2021 Q4	$1.65M	Buy	10,443 +201	+2%	+$33K	0.33%	33
2021 Q3	$1.68M	Buy	10,242 +261	+3%	+$40.9K	0.37%	31
2021 Q2	$1.55M	Sell	9,981 -381	-4%	-$59.8K	0.35%	30
2021 Q1	$1.58M	Buy	10,362 +416	+4%	+$59.8K	0.39%	28
2020 Q4	$1.26M	Buy	9,946 +915	+10%	+$102K	0.33%	31
2020 Q3	$875K	Buy	9,031 +1,012	+13%	+$99.4K	0.27%	37
2020 Q2	$748K	Sell	8,019 -398	-5%	-$37.8K	0.26%	38
2020 Q1	$758K	Buy	8,417 +154	+2%	+$18.7K	0.3%	33
2019 Q4	$1.15M	Sell	8,263 -122	-1%	-$15.6K	0.42%	30
2019 Q3	$987K	Buy	8,385 +477	+6%	+$54K	0.39%	31
2019 Q2	$884K	Buy	7,908 +370	+5%	+$40.8K	0.37%	32
2019 Q1	$772K	Buy	7,538 +300	+4%	+$30.9K	0.34%	37
2018 Q4	$707K	Buy	7,238 +232	+3%	+$24.7K	0.36%	36
2018 Q3	$791K	Buy	7,006 +765	+12%	+$86.8K	0.45%	33
2018 Q2	$650K	Buy	6,241 +1,111	+22%	+$122K	0.43%	32
2018 Q1	$565K	Sell	5,130 -264	-5%	-$29.9K	0.4%	34
2017 Q4	$594K	Buy	+5,394	New	+$546K	0.42%	37