Winthrop Capital Management’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 | $3.78M | Sell |
13,025
-15
| -0.1% | -$4.35K | 0.95% | 32 |
|
|
2025
Q1 | $3.2M | Buy |
13,040
+233
| +2% | +$57.2K | 0.88% | 34 |
|
|
2024
Q4 | $3.07M | Buy |
12,807
+597
| +5% | +$143K | 0.82% | 37 |
|
|
2024
Q3 | $2.58M | Sell |
12,210
-231
| -2% | -$48.7K | 1.23% | 21 |
|
|
2024
Q2 | $2.52M | Sell |
12,441
-625
| -5% | -$126K | 1.26% | 22 |
|
|
2024
Q1 | $2.62M | Buy |
13,066
+138
| +1% | +$27.6K | 1.21% | 23 |
|
|
2023
Q4 | $2.2M | Buy |
+12,928
| New | +$2.2M | 0.72% | 35 |
|