Wisconsin Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.89M | Sell |
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|
2025
Q2 | $5.47M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.55M | Sell |
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|
2022
Q3 | $2.95M | Sell |
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|
2022
Q2 | $3.28M | Buy |
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|
2022
Q1 | $3.87M | Sell |
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|
2021
Q4 | $7.03M | Buy |
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|
2021
Q3 | $7.26M | Sell |
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|
2021
Q2 | $7.35M | Buy |
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|
2021
Q1 | $3.85M | Sell |
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|
2020
Q4 | $4.66M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.06M | Buy |
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|
2019
Q4 | $4.25M | Buy |
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|
2019
Q3 | $2.82M | Buy |
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|
2019
Q2 | $2.43M | Buy |
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|
2019
Q1 | $1.59M | Buy |
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|
2018
Q4 | $1.39M | Buy |
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|
2014
Q4 | $5.04M | Sell |
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|
2014
Q3 | $4.87M | Sell |
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|
2014
Q2 | $4.71M | Sell |
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|
2014
Q1 | $5.05M | Sell |
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|
2013
Q4 | $5.1M | Sell |
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|
2013
Q3 | $4.91M | Sell |
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|
2013
Q2 | $5.72M | Buy |
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