Wolff Wiese Magana’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 | $2.97M | Sell |
10,255
-497
| -5% | -$144K | 1.84% | 14 |
|
|
2025
Q1 | $2.64M | Sell |
10,752
-257
| -2% | -$63K | 1.8% | 15 |
|
|
2024
Q4 | $2.64M | Sell |
11,009
-1,216
| -10% | -$291K | 1.75% | 14 |
|
|
2024
Q3 | $2.58M | Buy |
12,225
+185
| +2% | +$39K | 1.76% | 16 |
|
|
2024
Q2 | $2.44M | Buy |
12,040
+874
| +8% | +$177K | 1.94% | 12 |
|
|
2024
Q1 | $2.24M | Sell |
11,166
-1,077
| -9% | -$216K | 1.93% | 11 |
|
|
2023
Q4 | $2.08M | Sell |
12,243
-2,593
| -17% | -$441K | 1.98% | 11 |
|
|
2023
Q3 | $2.15M | Sell |
14,836
-308
| -2% | -$44.7K | 1.75% | 13 |
|
|
2023
Q2 | $2.2M | Sell |
15,144
-328
| -2% | -$47.7K | 1.7% | 13 |
|
|
2023
Q1 | $2.02M | Buy |
15,472
+146
| +1% | +$19K | 1.64% | 13 |
|
|
2022
Q4 | $2.06M | Sell |
15,326
-152
| -1% | -$20.4K | 1.76% | 14 |
|
|
2022
Q3 | $1.62M | Buy |
15,478
+523
| +3% | +$54.7K | 1.3% | 22 |
|
|
2022
Q2 | $1.68M | Buy |
14,955
+809
| +6% | +$91.1K | 1.23% | 23 |
|
|
2022
Q1 | $1.93M | Sell |
14,146
-761
| -5% | -$104K | 1.29% | 17 |
|
|
2021
Q4 | $2.36M | Buy |
14,907
+775
| +5% | +$123K | 1.52% | 15 |
|
|
2021
Q3 | $2.31M | Sell |
14,132
-76
| -0.5% | -$12.4K | 1.63% | 12 |
|
|
2021
Q2 | $2.21M | Sell |
14,208
-167
| -1% | -$26K | 1.58% | 12 |
|
|
2021
Q1 | $2.19M | Buy |
14,375
+540
| +4% | +$82.2K | 1.71% | 9 |
|
|
2020
Q4 | $1.76M | Buy |
+13,835
| New | +$1.76M | 1.48% | 13 |
|