WI
Wintrust Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Sell |
4,597
-353
| -7% | -$84.6K | 0.97% | 23 |
|
|
2024
Q3 | $1.04M | Sell |
4,950
-43,201
| -90% | -$9.1M | 0.77% | 23 |
|
|
2024
Q2 | $9.74M | Buy |
48,151
+490
| +1% | +$99.1K | 0.79% | 25 |
|
|
2024
Q1 | $9.55M | Buy |
47,661
+266
| +0.6% | +$53.3K | 0.84% | 22 |
|
|
2023
Q4 | $8.06M | Sell |
47,395
-1,162
| -2% | -$198K | 0.78% | 24 |
|
|
2023
Q3 | $7.04M | Buy |
48,557
+871
| +2% | +$126K | 0.74% | 25 |
|
|
2023
Q2 | $6.94M | Buy |
+47,686
| New | +$6.94M | 0.7% | 29 |
|
|
2023
Q1 | – | Sell |
-49,137
| Closed | -$6.59M | – | 359 |
|
|
2022
Q4 | $6.59M | Buy |
49,137
+1,336
| +3% | +$179K | 0.86% | 23 |
|
|
2022
Q3 | $5M | Buy |
47,801
+22
| +0% | +$2.3K | 0.63% | 30 |
|
|
2022
Q2 | $5.38M | Buy |
47,779
+500
| +1% | +$56.3K | 0.64% | 32 |
|
|
2022
Q1 | $6.45M | Buy |
47,279
+406
| +0.9% | +$55.3K | 0.62% | 33 |
|
|
2021
Q4 | $7.42M | Sell |
46,873
-188
| -0.4% | -$29.8K | 0.71% | 25 |
|
|
2021
Q3 | $7.7M | Buy |
47,061
+1,022
| +2% | +$167K | 1.04% | 18 |
|
|
2021
Q2 | $7.16M | Buy |
46,039
+2,166
| +5% | +$337K | 0.73% | 25 |
|
|
2021
Q1 | $6.68M | Sell |
43,873
-37,266
| -46% | -$5.67M | 0.69% | 28 |
|
|
2020
Q4 | $10.3M | Sell |
81,139
-14,728
| -15% | -$1.87M | 2.93% | 7 |
|
|
2020
Q3 | $9.23M | Sell |
95,867
-1,959
| -2% | -$189K | 1.27% | 15 |
|
|
2020
Q2 | $9.2M | Buy |
97,826
+7,462
| +8% | +$702K | 1.29% | 17 |
|
|
2020
Q1 | $8.14M | Buy |
90,364
+1,852
| +2% | +$167K | 1.34% | 16 |
|
|
2019
Q4 | $12.3M | Buy |
88,512
+949
| +1% | +$132K | 1.73% | 12 |
|
|
2019
Q3 | $10.3M | Buy |
87,563
+147
| +0.2% | +$17.3K | 1.54% | 14 |
|
|
2019
Q2 | $9.77M | Buy |
87,416
+267
| +0.3% | +$29.9K | 1.48% | 14 |
|
|
2019
Q1 | $8.82M | Buy |
87,149
+259
| +0.3% | +$26.2K | 1.43% | 13 |
|
|
2018
Q4 | $8.48M | Sell |
86,890
-3,956
| -4% | -$386K | 1.59% | 13 |
|
|
2018
Q3 | $10.3M | Sell |
90,846
-42
| -0% | -$4.74K | 1.67% | 12 |
|
|
2018
Q2 | $9.47M | Buy |
90,888
+77,823
| +596% | +$8.11M | 1.64% | 12 |
|
|
2018
Q1 | $1.44M | Sell |
13,065
-12,653
| -49% | -$1.39M | 0.36% | 52 |
|
|
2017
Q4 | $2.75M | Sell |
25,718
-136
| -0.5% | -$14.5K | 0.64% | 29 |
|
|
2017
Q3 | $2.47M | Sell |
25,854
-323
| -1% | -$30.8K | 0.62% | 31 |
|
|
2017
Q2 | $2.39M | Buy |
26,177
+1,656
| +7% | +$151K | 0.64% | 28 |
|
|
2017
Q1 | $2.15M | Buy |
24,521
+12,841
| +110% | +$1.13M | 0.61% | 24 |
|
|
2016
Q4 | $1.01M | Sell |
11,680
-172
| -1% | -$14.8K | 0.42% | 45 |
|
|
2016
Q3 | $789K | Buy |
11,852
+450
| +4% | +$30K | 0.37% | 47 |
|
|
2016
Q2 | $9K | Buy |
+11,402
| New | +$9K | 0.02% | 160 |
|