WAM
Wolverine Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1304 |
|
|
2025
Q1 | – | Sell |
-678
| Closed | -$163K | – | 1279 |
|
|
2024
Q4 | $163K | Buy |
+678
| New | +$163K | ﹤0.01% | 694 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1326 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1343 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1412 |
|
|
2023
Q4 | – | Sell |
-10,614
| Closed | -$1.54M | – | 1503 |
|
|
2023
Q3 | $1.54M | Buy |
+10,614
| New | +$1.54M | 0.02% | 364 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1536 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1645 |
|
|
2022
Q4 | – | Sell |
-64,686
| Closed | -$6.76M | – | 1844 |
|
|
2022
Q3 | $6.76M | Sell |
64,686
-13,557
| -17% | -$1.42M | 0.07% | 172 |
|
|
2022
Q2 | $8.81M | Buy |
78,243
+56,717
| +263% | +$6.39M | 0.09% | 154 |
|
|
2022
Q1 | $2.93M | Buy |
+21,526
| New | +$2.93M | 0.03% | 302 |
|
|
2021
Q2 | – | Sell |
-485
| Closed | -$73K | – | 2055 |
|
|
2021
Q1 | $73K | Sell |
485
-1,812
| -79% | -$273K | ﹤0.01% | 1297 |
|
|
2020
Q4 | $291K | Buy |
2,297
+612
| +36% | +$77.5K | ﹤0.01% | 758 |
|
|
2020
Q3 | $162K | Sell |
1,685
-1,105
| -40% | -$106K | ﹤0.01% | 788 |
|
|
2020
Q2 | $262K | Buy |
+2,790
| New | +$262K | ﹤0.01% | 649 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1156 |
|
|
2019
Q1 | – | Sell |
-103,624
| Closed | -$10.1M | – | 1124 |
|
|
2018
Q4 | $10.1M | Buy |
103,624
+25,328
| +32% | +$2.47M | 0.12% | 91 |
|
|
2018
Q3 | $8.83M | Buy |
78,296
+13,070
| +20% | +$1.47M | 0.1% | 106 |
|
|
2018
Q2 | $6.8M | Sell |
65,226
-96,416
| -60% | -$10M | 0.09% | 123 |
|
|
2018
Q1 | $17.8M | Buy |
161,642
+113,618
| +237% | +$12.5M | 0.23% | 50 |
|
|
2017
Q4 | $5.14M | Sell |
48,024
-11,976
| -20% | -$1.28M | 0.05% | 153 |
|
|
2017
Q3 | $5.73M | Buy |
60,000
+29,177
| +95% | +$2.79M | 0.06% | 126 |
|
|
2017
Q2 | $2.82M | Buy |
+30,823
| New | +$2.82M | 0.04% | 198 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 848 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 765 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 787 |
|
|
2016
Q2 | – | Sell |
-27,510
| Closed | -$1.63M | – | 778 |
|
|
2016
Q1 | $1.63M | Buy |
+27,510
| New | +$1.63M | 0.05% | 274 |
|
|
2015
Q4 | – | Sell |
-61,408
| Closed | -$3.74M | – | 1113 |
|
|
2015
Q3 | $3.74M | Buy |
+61,408
| New | +$3.74M | 0.09% | 192 |
|
|
2015
Q2 | – | Sell |
-95,744
| Closed | -$5.8M | – | 1154 |
|
|
2015
Q1 | $5.8M | Buy |
95,744
+84,787
| +774% | +$5.14M | 0.12% | 142 |
|
|
2014
Q4 | $685K | Buy |
+10,957
| New | +$685K | 0.01% | 446 |
|
|
2014
Q3 | – | Sell |
-203,138
| Closed | -$11.7M | – | 1296 |
|
|
2014
Q2 | $11.7M | Buy |
203,138
+128,945
| +174% | +$7.43M | 0.26% | 76 |
|
|
2014
Q1 | $4.5M | Sell |
74,193
-179,476
| -71% | -$10.9M | 0.1% | 158 |
|
|
2013
Q4 | $14.8M | Buy |
253,669
+31,649
| +14% | +$1.85M | 0.29% | 66 |
|
|
2013
Q3 | $11.5M | Buy |
+222,020
| New | +$11.5M | 0.26% | 85 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 1233 |
|