Wisconsin 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 | $5.47M | Buy |
+18,861
| New | +$5.47M | 3.02% | 13 |
|
|
2023
Q1 | – | Sell |
-26,469
| Closed | -$3.55M | – | 47 |
|
|
2022
Q4 | $3.55M | Sell |
26,469
-1,726
| -6% | -$231K | 2.69% | 14 |
|
|
2022
Q3 | $2.95M | Sell |
28,195
-954
| -3% | -$99.7K | 2.3% | 19 |
|
|
2022
Q2 | $3.28M | Buy |
29,149
+754
| +3% | +$84.9K | 2.2% | 19 |
|
|
2022
Q1 | $3.87M | Sell |
28,395
-15,990
| -36% | -$2.18M | 1.87% | 22 |
|
|
2021
Q4 | $7.03M | Buy |
44,385
+25
| +0.1% | +$3.96K | 2.89% | 14 |
|
|
2021
Q3 | $7.26M | Sell |
44,360
-2,900
| -6% | -$475K | 2.98% | 13 |
|
|
2021
Q2 | $7.35M | Buy |
47,260
+21,975
| +87% | +$3.42M | 2.88% | 14 |
|
|
2021
Q1 | $3.85M | Sell |
25,285
-11,410
| -31% | -$1.74M | 1.59% | 26 |
|
|
2020
Q4 | $4.66M | Buy |
+36,695
| New | +$4.66M | 1.8% | 24 |
|
|
2020
Q2 | – | Sell |
-45,135
| Closed | -$4.06M | – | 48 |
|
|
2020
Q1 | $4.06M | Buy |
45,135
+14,635
| +48% | +$1.32M | 2.67% | 18 |
|
|
2019
Q4 | $4.25M | Buy |
30,500
+6,545
| +27% | +$912K | 2.08% | 22 |
|
|
2019
Q3 | $2.82M | Buy |
23,955
+2,250
| +10% | +$265K | 1.5% | 30 |
|
|
2019
Q2 | $2.43M | Buy |
21,705
+5,955
| +38% | +$666K | 1.3% | 33 |
|
|
2019
Q1 | $1.59M | Buy |
15,750
+1,500
| +11% | +$152K | 1.42% | 34 |
|
|
2018
Q4 | $1.39M | Buy |
+14,250
| New | +$1.39M | 1.47% | 33 |
|
|
2014
Q4 | $5.04M | Sell |
80,451
-325
| -0.4% | -$20.3K | 1.79% | 20 |
|
|
2014
Q3 | $4.87M | Sell |
80,776
-1,000
| -1% | -$60.2K | 1.8% | 22 |
|
|
2014
Q2 | $4.71M | Sell |
81,776
-1,400
| -2% | -$80.7K | 1.73% | 22 |
|
|
2014
Q1 | $5.05M | Sell |
83,176
-4,050
| -5% | -$246K | 1.94% | 20 |
|
|
2013
Q4 | $5.1M | Sell |
87,226
-7,657
| -8% | -$448K | 2.01% | 18 |
|
|
2013
Q3 | $4.91M | Sell |
94,883
-13,519
| -12% | -$699K | 2.09% | 16 |
|
|
2013
Q2 | $5.72M | Buy |
+108,402
| New | +$5.72M | 2.43% | 8 |
|