WMS Partners’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $4.58M | Sell |
|
|||||
|
2024
Q3 | $4.28M | Buy |
|
|||||
|
2024
Q2 | $4.08M | Buy |
|
|||||
|
2024
Q1 | $3.22M | Buy |
|
|||||
|
2023
Q4 | $2.6M | Sell |
|
|||||
|
2023
Q3 | $2.75M | Sell |
|
|||||
|
2023
Q2 | $2.85M | Sell |
|
|||||
|
2023
Q1 | $2.58M | Sell |
|
|||||
|
2022
Q4 | $3.08M | Buy |
|
|||||
|
2022
Q3 | $2.15M | Buy |
|
|||||
|
2022
Q2 | $2.26M | Sell |
|
|||||
|
2022
Q1 | $2.75M | Buy |
|
|||||
|
2021
Q4 | $3.16M | Buy |
|
|||||
|
2021
Q3 | $3.25M | Sell |
|
|||||
|
2021
Q2 | $3.19M | Buy |
|
|||||
|
2021
Q1 | $3.08M | Buy |
|
|||||
|
2020
Q4 | $2.49M | Sell |
|
|||||
|
2020
Q3 | $1.9M | Buy |
|
|||||
|
2020
Q2 | $1.86M | Sell |
|
|||||
|
2020
Q1 | $1.8M | Buy |
|
|||||
|
2019
Q4 | $2.57M | Sell |
|
|||||
|
2019
Q3 | $2.19M | Buy |
|
|||||
|
2019
Q2 | $1.76M | Buy |
|
|||||
|
2019
Q1 | $1.38M | Buy |
|
|||||
|
2018
Q4 | $1.32M | Buy |
|
|||||
|
2018
Q3 | $1.49M | Buy |
|
|||||
|
2018
Q2 | $1.31M | Sell |
|
|||||
|
2018
Q1 | $1.48M | Buy |
|
|||||
|
2017
Q4 | $1.44M | Sell |
|
|||||
|
2017
Q3 | $1.39M | Buy |
|
|||||
|
2017
Q2 | $1.29M | Buy |
|
|||||
|
2017
Q1 | $1.21M | Buy |
|
|||||
|
2016
Q4 | $1.17M | Buy |
|
|||||
|
2016
Q3 | $900K | Buy |
|
|||||
|
2016
Q2 | $659K | Sell |
|
|||||
|
2016
Q1 | $943K | Buy |
|
|||||
|
2015
Q4 | $963K | Sell |
|
|||||
|
2015
Q3 | $901K | Sell |
|
|||||
|
2015
Q2 | $1.72M | Sell |
|
|||||
|
2015
Q1 | $1.83M | Buy |
|
|||||
|
2014
Q4 | $1.21M | Sell |
|
|||||
|
2014
Q3 | $1.31M | Buy |
|
|||||
|
2014
Q2 | $1.2M | Sell |
|
|||||
|
2014
Q1 | $1.35M | Buy |
|
|||||
|
2013
Q4 | $1.15M | Buy |
|
|||||
|
2013
Q3 | $928K | Sell |
|
|||||
|
2013
Q2 | $1.08M | Buy |
|