WP
WMS Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,114
| Closed | -$4.58M | – | 148 |
|
|
2024
Q4 | $4.58M | Sell |
19,114
-1,172
| -6% | -$281K | 0.26% | 46 |
|
|
2024
Q3 | $4.28M | Buy |
20,286
+124
| +0.6% | +$26.1K | 0.24% | 50 |
|
|
2024
Q2 | $4.08M | Buy |
20,162
+4,063
| +25% | +$822K | 0.26% | 45 |
|
|
2024
Q1 | $3.22M | Buy |
16,099
+797
| +5% | +$160K | 0.22% | 52 |
|
|
2023
Q4 | $2.6M | Sell |
15,302
-3,659
| -19% | -$622K | 0.19% | 55 |
|
|
2023
Q3 | $2.75M | Sell |
18,961
-623
| -3% | -$90.3K | 0.22% | 53 |
|
|
2023
Q2 | $2.85M | Sell |
19,584
-180
| -0.9% | -$26.2K | 0.22% | 52 |
|
|
2023
Q1 | $2.58M | Sell |
19,764
-3,228
| -14% | -$421K | 0.23% | 51 |
|
|
2022
Q4 | $3.08M | Buy |
22,992
+2,416
| +12% | +$324K | 0.31% | 47 |
|
|
2022
Q3 | $2.15M | Buy |
20,576
+540
| +3% | +$56.4K | 0.29% | 51 |
|
|
2022
Q2 | $2.26M | Sell |
20,036
-98
| -0.5% | -$11K | 0.35% | 46 |
|
|
2022
Q1 | $2.75M | Buy |
20,134
+175
| +0.9% | +$23.9K | 0.38% | 39 |
|
|
2021
Q4 | $3.16M | Buy |
19,959
+126
| +0.6% | +$19.9K | 0.67% | 30 |
|
|
2021
Q3 | $3.25M | Sell |
19,833
-668
| -3% | -$109K | 0.48% | 34 |
|
|
2021
Q2 | $3.19M | Buy |
20,501
+285
| +1% | +$44.3K | 0.47% | 36 |
|
|
2021
Q1 | $3.08M | Buy |
20,216
+644
| +3% | +$98K | 0.7% | 32 |
|
|
2020
Q4 | $2.49M | Sell |
19,572
-162
| -0.8% | -$20.6K | 0.43% | 37 |
|
|
2020
Q3 | $1.9M | Buy |
19,734
+4
| +0% | +$385 | 0.37% | 39 |
|
|
2020
Q2 | $1.86M | Sell |
19,730
-316
| -2% | -$29.7K | 0.38% | 42 |
|
|
2020
Q1 | $1.81M | Buy |
20,046
+1,598
| +9% | +$144K | 0.5% | 40 |
|
|
2019
Q4 | $2.57M | Sell |
18,448
-142
| -0.8% | -$19.8K | 0.57% | 39 |
|
|
2019
Q3 | $2.19M | Buy |
18,590
+2,802
| +18% | +$330K | 0.53% | 39 |
|
|
2019
Q2 | $1.77M | Buy |
15,788
+2,134
| +16% | +$239K | 0.43% | 43 |
|
|
2019
Q1 | $1.38M | Buy |
13,654
+172
| +1% | +$17.4K | 0.34% | 47 |
|
|
2018
Q4 | $1.32M | Buy |
13,482
+283
| +2% | +$27.6K | 0.37% | 46 |
|
|
2018
Q3 | $1.49M | Buy |
13,199
+586
| +5% | +$66.1K | 0.17% | 67 |
|
|
2018
Q2 | $1.31M | Sell |
12,613
-848
| -6% | -$88.3K | 0.15% | 70 |
|
|
2018
Q1 | $1.48M | Buy |
13,461
+11
| +0.1% | +$1.21K | 0.18% | 70 |
|
|
2017
Q4 | $1.44M | Sell |
13,450
-1,094
| -8% | -$117K | 0.16% | 74 |
|
|
2017
Q3 | $1.39M | Buy |
14,544
+427
| +3% | +$40.8K | 0.17% | 70 |
|
|
2017
Q2 | $1.29M | Buy |
14,117
+338
| +2% | +$30.9K | 0.16% | 70 |
|
|
2017
Q1 | $1.21M | Buy |
13,779
+215
| +2% | +$18.9K | 0.15% | 69 |
|
|
2016
Q4 | $1.17M | Buy |
13,564
+55
| +0.4% | +$4.74K | 0.16% | 70 |
|
|
2016
Q3 | $900K | Buy |
13,509
+2,910
| +27% | +$194K | 0.12% | 80 |
|
|
2016
Q2 | $659K | Sell |
10,599
-5,322
| -33% | -$331K | 0.09% | 88 |
|
|
2016
Q1 | $943K | Buy |
15,921
+1,335
| +9% | +$79.1K | 0.13% | 81 |
|
|
2015
Q4 | $963K | Sell |
14,586
-199
| -1% | -$13.1K | 0.14% | 80 |
|
|
2015
Q3 | $901K | Sell |
14,785
-10,583
| -42% | -$645K | 0.14% | 81 |
|
|
2015
Q2 | $1.72M | Sell |
25,368
-4,843
| -16% | -$328K | 0.2% | 93 |
|
|
2015
Q1 | $1.83M | Buy |
30,211
+10,907
| +57% | +$661K | 0.22% | 84 |
|
|
2014
Q4 | $1.21M | Sell |
19,304
-2,506
| -11% | -$157K | 0.19% | 70 |
|
|
2014
Q3 | $1.31M | Buy |
21,810
+1,068
| +5% | +$64.3K | 0.21% | 72 |
|
|
2014
Q2 | $1.2M | Sell |
20,742
-1,500
| -7% | -$86.4K | 0.18% | 78 |
|
|
2014
Q1 | $1.35M | Buy |
22,242
+2,510
| +13% | +$152K | 0.22% | 71 |
|
|
2013
Q4 | $1.15M | Buy |
19,732
+1,775
| +10% | +$104K | 0.19% | 76 |
|
|
2013
Q3 | $928K | Sell |
17,957
-2,575
| -13% | -$133K | 0.18% | 76 |
|
|
2013
Q2 | $1.08M | Buy |
+20,532
| New | +$1.08M | 0.2% | 73 |
|