Winton 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 | $2.01M | Buy |
+6,927
| New | +$2.01M | 0.1% | 251 |
|
|
2024
Q4 | – | Sell |
-47,110
| Closed | -$9.93M | – | 703 |
|
|
2024
Q3 | $9.93M | Buy |
47,110
+44,041
| +1,435% | +$9.29M | 0.7% | 22 |
|
|
2024
Q2 | $621K | Sell |
3,069
-15,182
| -83% | -$3.07M | 0.04% | 395 |
|
|
2024
Q1 | $3.66M | Sell |
18,251
-465
| -2% | -$93.1K | 0.26% | 73 |
|
|
2023
Q4 | $3.18M | Buy |
+18,716
| New | +$3.18M | 0.23% | 64 |
|
|
2023
Q3 | – | Sell |
-39,591
| Closed | -$5.76M | – | 854 |
|
|
2023
Q2 | $5.76M | Buy |
39,591
+28,100
| +245% | +$4.09M | 0.48% | 37 |
|
|
2023
Q1 | $1.5M | Sell |
11,491
-2,578
| -18% | -$336K | 0.09% | 298 |
|
|
2022
Q4 | $1.89M | Sell |
14,069
-11,967
| -46% | -$1.6M | 0.12% | 217 |
|
|
2022
Q3 | $2.72M | Buy |
26,036
+7,292
| +39% | +$762K | 0.18% | 135 |
|
|
2022
Q2 | $2.11M | Buy |
18,744
+16,655
| +797% | +$1.88M | 0.11% | 248 |
|
|
2022
Q1 | $285K | Sell |
2,089
-19,721
| -90% | -$2.69M | 0.02% | 829 |
|
|
2021
Q4 | $3.45M | Buy |
21,810
+18,120
| +491% | +$2.87M | 0.21% | 84 |
|
|
2021
Q3 | $604K | Buy |
3,690
+689
| +23% | +$113K | 0.03% | 762 |
|
|
2021
Q2 | $467K | Buy |
+3,001
| New | +$467K | 0.03% | 956 |
|
|
2020
Q2 | – | Sell |
-46,293
| Closed | -$4.17M | – | 1517 |
|
|
2020
Q1 | $4.17M | Buy |
46,293
+16,145
| +54% | +$1.45M | 0.11% | 323 |
|
|
2019
Q4 | $4.2M | Buy |
+30,148
| New | +$4.2M | 0.06% | 534 |
|
|
2019
Q3 | – | Sell |
-1,830
| Closed | -$205K | – | 1610 |
|
|
2019
Q2 | $205K | Sell |
1,830
-3,966
| -68% | -$444K | ﹤0.01% | 1018 |
|
|
2019
Q1 | $587K | Buy |
5,796
+1,088
| +23% | +$110K | 0.01% | 517 |
|
|
2018
Q4 | $460K | Sell |
4,708
-4,224
| -47% | -$413K | 0.01% | 516 |
|
|
2018
Q3 | $1.01M | Sell |
8,932
-802
| -8% | -$90.5K | 0.02% | 405 |
|
|
2018
Q2 | $1.01M | Buy |
9,734
+539
| +6% | +$56.1K | 0.03% | 431 |
|
|
2018
Q1 | $1.01M | Sell |
9,195
-2,250
| -20% | -$247K | 0.03% | 504 |
|
|
2017
Q4 | $1.22M | Sell |
11,445
-19,216
| -63% | -$2.06M | 0.04% | 395 |
|
|
2017
Q3 | $2.93M | Sell |
30,661
-28,687
| -48% | -$2.74M | 0.09% | 240 |
|
|
2017
Q2 | $5.42M | Sell |
59,348
-185,242
| -76% | -$16.9M | 0.16% | 167 |
|
|
2017
Q1 | $21.5M | Sell |
244,590
-93,974
| -28% | -$8.25M | 0.58% | 50 |
|
|
2016
Q4 | $29.2M | Sell |
338,564
-173,626
| -34% | -$15M | 0.96% | 18 |
|
|
2016
Q3 | $34.1M | Sell |
512,190
-384,698
| -43% | -$25.6M | 0.59% | 50 |
|
|
2016
Q2 | $55.7M | Sell |
896,888
-619,327
| -41% | -$38.5M | 0.92% | 21 |
|
|
2016
Q1 | $89.8M | Buy |
1,516,215
+304,844
| +25% | +$18.1M | 0.97% | 10 |
|
|
2015
Q4 | $80M | Buy |
1,211,371
+794,595
| +191% | +$52.5M | 0.71% | 29 |
|
|
2015
Q3 | $25.4M | Sell |
416,776
-405,671
| -49% | -$24.7M | 0.2% | 202 |
|
|
2015
Q2 | $55.7M | Sell |
822,447
-110,656
| -12% | -$7.5M | 0.51% | 60 |
|
|
2015
Q1 | $56.5M | Buy |
933,103
+734,385
| +370% | +$44.5M | 0.45% | 69 |
|
|
2014
Q4 | $12.4M | Sell |
198,718
-345,542
| -63% | -$21.6M | 0.15% | 229 |
|
|
2014
Q3 | $32.8M | Sell |
544,260
-58,599
| -10% | -$3.53M | 0.23% | 182 |
|
|
2014
Q2 | $34.7M | Buy |
+602,859
| New | +$34.7M | 0.24% | 179 |
|