WIM
Wittenberg Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Sell |
21,220
-700
| -3% | -$203K | 2.69% | 8 |
|
|
2025
Q1 | $5.38M | Sell |
21,920
-10,133
| -32% | -$2.49M | 2.42% | 9 |
|
|
2024
Q4 | $9.79M | Sell |
32,053
-14,359
| -31% | -$4.38M | 3.84% | 6 |
|
|
2024
Q3 | $9.79M | Hold |
46,412
| – | – | 3.14% | 6 |
|
|
2024
Q2 | $9.39M | Hold |
46,412
| – | – | 3.2% | 6 |
|
|
2024
Q1 | $9.3M | Sell |
46,412
-28
| -0.1% | -$5.61K | 3.17% | 7 |
|
|
2023
Q4 | $7.9M | Hold |
46,440
| – | – | 2.74% | 8 |
|
|
2023
Q3 | $6.73M | Sell |
46,440
-175
| -0.4% | -$25.4K | 2.47% | 9 |
|
|
2023
Q2 | $6.78M | Sell |
46,615
-1,342
| -3% | -$195K | 2.45% | 8 |
|
|
2023
Q1 | $6.25M | Hold |
47,957
| – | – | 2.33% | 9 |
|
|
2022
Q4 | $6.43M | Sell |
47,957
-225
| -0.5% | -$30.2K | 2.62% | 7 |
|
|
2022
Q3 | $5.04M | Sell |
48,182
-110
| -0.2% | -$11.5K | 2.14% | 10 |
|
|
2022
Q2 | $5.44M | Sell |
48,292
-150
| -0.3% | -$16.9K | 2.3% | 9 |
|
|
2022
Q1 | $6.6M | Hold |
48,442
| – | – | 2.49% | 8 |
|
|
2021
Q4 | $7.67M | Sell |
48,442
-700
| -1% | -$111K | 2.79% | 8 |
|
|
2021
Q3 | $8.04M | Hold |
49,142
| – | – | 3.09% | 6 |
|
|
2021
Q2 | $7.64M | Buy |
49,142
+326
| +0.7% | +$50.7K | 3.08% | 7 |
|
|
2021
Q1 | $7.43M | Sell |
48,816
-4,000
| -8% | -$609K | 3.41% | 6 |
|
|
2020
Q4 | $6.71M | Sell |
52,816
-141
| -0.3% | -$17.9K | 3.27% | 6 |
|
|
2020
Q3 | $5.1M | Hold |
52,957
| – | – | 2.74% | 6 |
|
|
2020
Q2 | $4.98M | Hold |
52,957
| – | – | 2.78% | 7 |
|
|
2020
Q1 | $4.77M | Sell |
52,957
-334
| -0.6% | -$30.1K | 2.61% | 8 |
|
|
2019
Q4 | $7.43M | Sell |
53,291
-1,700
| -3% | -$237K | 2.88% | 6 |
|
|
2019
Q3 | $6.47M | Hold |
54,991
| – | – | 2.82% | 7 |
|
|
2019
Q2 | $6.15M | Sell |
54,991
-1,850
| -3% | -$207K | 2.63% | 8 |
|
|
2019
Q1 | $5.75M | Sell |
56,841
-150
| -0.3% | -$15.2K | 2.44% | 10 |
|
|
2018
Q4 | $5.56M | Buy |
56,991
+8,616
| +18% | +$841K | 2.62% | 9 |
|
|
2018
Q3 | $5.46M | Sell |
48,375
-700
| -1% | -$79K | 2.23% | 12 |
|
|
2018
Q2 | $5.11M | Hold |
49,075
| – | – | 2.16% | 12 |
|
|
2018
Q1 | $5.4M | Sell |
49,075
-1,730
| -3% | -$190K | 2.32% | 10 |
|
|
2017
Q4 | $5.43M | Sell |
50,805
-350
| -0.7% | -$37.4K | 2.36% | 8 |
|
|
2017
Q3 | $4.89M | Sell |
51,155
-623
| -1% | -$59.5K | 2.1% | 13 |
|
|
2017
Q2 | $4.73M | Buy |
51,778
+23
| +0% | +$2.1K | 2.15% | 11 |
|
|
2017
Q1 | $4.55M | Sell |
51,755
-14,000
| -21% | -$1.23M | 2.19% | 9 |
|
|
2016
Q4 | $5.67M | Buy |
+65,755
| New | +$5.67M | 2.58% | 9 |
|