Winthrop Advisory Group’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 | $5.37M | Buy |
18,507
+909
| +5% | +$264K | 0.52% | 29 |
|
|
2025
Q1 | $4.32M | Sell |
17,598
-661
| -4% | -$162K | 0.52% | 26 |
|
|
2024
Q4 | $4.38M | Buy |
18,259
+1,124
| +7% | +$269K | 0.53% | 27 |
|
|
2024
Q3 | $3.61M | Buy |
17,135
+2,749
| +19% | +$580K | 0.45% | 30 |
|
|
2024
Q2 | $2.91M | Sell |
14,386
-11
| -0.1% | -$2.23K | 0.4% | 34 |
|
|
2024
Q1 | $2.88M | Sell |
14,397
-172
| -1% | -$34.5K | 0.42% | 31 |
|
|
2023
Q4 | $2.48M | Buy |
14,569
+3,360
| +30% | +$572K | 0.39% | 33 |
|
|
2023
Q3 | $1.63M | Buy |
11,209
+50
| +0.4% | +$7.25K | 0.27% | 35 |
|
|
2023
Q2 | $1.62M | Buy |
11,159
+586
| +6% | +$85.2K | 0.26% | 38 |
|
|
2023
Q1 | $1.38M | Buy |
10,573
+76
| +0.7% | +$9.9K | 0.24% | 41 |
|
|
2022
Q4 | $1.41M | Buy |
10,497
+284
| +3% | +$38.1K | 0.27% | 38 |
|
|
2022
Q3 | $1.07M | Sell |
10,213
-45
| -0.4% | -$4.7K | 0.23% | 42 |
|
|
2022
Q2 | $1.16M | Sell |
10,258
-522
| -5% | -$58.8K | 0.27% | 37 |
|
|
2022
Q1 | $1.47M | Buy |
10,780
+337
| +3% | +$46K | 0.31% | 36 |
|
|
2021
Q4 | $1.65M | Buy |
10,443
+201
| +2% | +$31.8K | 0.33% | 33 |
|
|
2021
Q3 | $1.68M | Buy |
10,242
+261
| +3% | +$42.7K | 0.37% | 31 |
|
|
2021
Q2 | $1.55M | Sell |
9,981
-381
| -4% | -$59.3K | 0.35% | 30 |
|
|
2021
Q1 | $1.58M | Buy |
10,362
+416
| +4% | +$63.3K | 0.39% | 28 |
|
|
2020
Q4 | $1.26M | Buy |
9,946
+915
| +10% | +$116K | 0.33% | 31 |
|
|
2020
Q3 | $875K | Buy |
9,031
+1,012
| +13% | +$98.1K | 0.27% | 37 |
|
|
2020
Q2 | $748K | Sell |
8,019
-398
| -5% | -$37.1K | 0.26% | 38 |
|
|
2020
Q1 | $758K | Buy |
8,417
+154
| +2% | +$13.9K | 0.3% | 33 |
|
|
2019
Q4 | $1.15M | Sell |
8,263
-122
| -1% | -$17K | 0.42% | 30 |
|
|
2019
Q3 | $987K | Buy |
8,385
+477
| +6% | +$56.1K | 0.39% | 31 |
|
|
2019
Q2 | $884K | Buy |
7,908
+370
| +5% | +$41.4K | 0.37% | 32 |
|
|
2019
Q1 | $772K | Buy |
7,538
+300
| +4% | +$30.7K | 0.34% | 37 |
|
|
2018
Q4 | $707K | Buy |
7,238
+232
| +3% | +$22.7K | 0.36% | 36 |
|
|
2018
Q3 | $791K | Buy |
7,006
+765
| +12% | +$86.4K | 0.45% | 33 |
|
|
2018
Q2 | $650K | Buy |
6,241
+1,111
| +22% | +$116K | 0.43% | 32 |
|
|
2018
Q1 | $565K | Sell |
5,130
-264
| -5% | -$29.1K | 0.4% | 34 |
|
|
2017
Q4 | $594K | Buy |
+5,394
| New | +$594K | 0.42% | 37 |
|