Woodley Farra Manion Portfolio Management’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 | $19.7M | Sell |
67,971
-2,488
| -4% | -$721K | 0.93% | 31 |
|
|
2025
Q1 | $17.3M | Sell |
70,459
-830
| -1% | -$204K | 0.86% | 30 |
|
|
2024
Q4 | $17.1M | Buy |
71,289
+2,989
| +4% | +$716K | 0.85% | 30 |
|
|
2024
Q3 | $14.4M | Sell |
68,300
-406
| -0.6% | -$85.6K | 0.73% | 30 |
|
|
2024
Q2 | $13.9M | Sell |
68,706
-17,326
| -20% | -$3.5M | 0.75% | 30 |
|
|
2024
Q1 | $17.2M | Sell |
86,032
-2,864
| -3% | -$574K | 0.95% | 31 |
|
|
2023
Q4 | $15.1M | Sell |
88,896
-1,754
| -2% | -$298K | 0.9% | 31 |
|
|
2023
Q3 | $13.1M | Sell |
90,650
-13,315
| -13% | -$1.93M | 0.88% | 30 |
|
|
2023
Q2 | $15.1M | Sell |
103,965
-1,039
| -1% | -$151K | 0.97% | 31 |
|
|
2023
Q1 | $13.7M | Sell |
105,004
-814
| -0.8% | -$106K | 0.93% | 31 |
|
|
2022
Q4 | $14.2M | Sell |
105,818
-1,911
| -2% | -$256K | 1.03% | 30 |
|
|
2022
Q3 | $11.3M | Buy |
107,729
+742
| +0.7% | +$77.5K | 0.91% | 29 |
|
|
2022
Q2 | $12M | Sell |
106,987
-407
| -0.4% | -$45.8K | 0.98% | 28 |
|
|
2022
Q1 | $14.6M | Sell |
107,394
-6,325
| -6% | -$862K | 1.09% | 27 |
|
|
2021
Q4 | $18M | Buy |
113,719
+4,250
| +4% | +$673K | 1.25% | 27 |
|
|
2021
Q3 | $17.9M | Sell |
109,469
-5,205
| -5% | -$852K | 1.48% | 28 |
|
|
2021
Q2 | $17.8M | Sell |
114,674
-5,336
| -4% | -$830K | 1.38% | 28 |
|
|
2021
Q1 | $18.3M | Buy |
120,010
+1,964
| +2% | +$299K | 1.53% | 27 |
|
|
2020
Q4 | $15M | Buy |
118,046
+11,986
| +11% | +$1.52M | 1.33% | 26 |
|
|
2020
Q3 | $10.2M | Sell |
106,060
-8,194
| -7% | -$789K | 1.07% | 25 |
|
|
2020
Q2 | $10.7M | Buy |
114,254
+4,930
| +5% | +$464K | 1.12% | 24 |
|
|
2020
Q1 | $9.84M | Buy |
109,324
+508
| +0.5% | +$45.7K | 1.18% | 23 |
|
|
2019
Q4 | $15.2M | Buy |
108,816
+38,041
| +54% | +$5.3M | 1.42% | 23 |
|
|
2019
Q3 | $8.33M | Sell |
70,775
-429
| -0.6% | -$50.5K | 0.85% | 23 |
|
|
2019
Q2 | $7.96M | Buy |
71,204
+919
| +1% | +$103K | 0.8% | 23 |
|
|
2019
Q1 | $7.12M | Sell |
70,285
-2,664
| -4% | -$270K | 0.77% | 22 |
|
|
2018
Q4 | $7.12M | Sell |
72,949
-12,040
| -14% | -$1.18M | 0.87% | 24 |
|
|
2018
Q3 | $9.59M | Buy |
84,989
+12,649
| +17% | +$1.43M | 0.99% | 24 |
|
|
2018
Q2 | $7.54M | Buy |
72,340
+259
| +0.4% | +$27K | 0.84% | 24 |
|
|
2018
Q1 | $7.93M | Sell |
72,081
-3,864
| -5% | -$425K | 0.89% | 24 |
|
|
2017
Q4 | $8.12M | Buy |
75,945
+87
| +0.1% | +$9.3K | 0.89% | 26 |
|
|
2017
Q3 | $7.25M | Buy |
75,858
+2,295
| +3% | +$219K | 0.84% | 26 |
|
|
2017
Q2 | $6.72M | Buy |
73,563
+980
| +1% | +$89.6K | 0.86% | 24 |
|
|
2017
Q1 | $6.38M | Buy |
72,583
+3,804
| +6% | +$334K | 0.83% | 26 |
|
|
2016
Q4 | $5.94M | Buy |
68,779
+55,770
| +429% | +$4.81M | 0.8% | 28 |
|
|
2016
Q3 | $866K | Buy |
13,009
+1,688
| +15% | +$112K | 0.13% | 57 |
|
|
2016
Q2 | $703K | Hold |
11,321
| – | – | 0.11% | 57 |
|
|
2016
Q1 | $670K | Hold |
11,321
| – | – | 0.11% | 58 |
|
|
2015
Q4 | $748K | Hold |
11,321
| – | – | 0.13% | 60 |
|
|
2015
Q3 | $690K | Sell |
11,321
-32
| -0.3% | -$1.95K | 0.14% | 53 |
|
|
2015
Q2 | $769K | Buy |
11,353
+34
| +0.3% | +$2.3K | 0.15% | 53 |
|
|
2015
Q1 | $686K | Buy |
11,319
+414
| +4% | +$25.1K | 0.12% | 56 |
|
|
2014
Q4 | $682K | Buy |
10,905
+250
| +2% | +$15.6K | 0.12% | 54 |
|
|
2014
Q3 | $642K | Sell |
10,655
-50
| -0.5% | -$3.01K | 0.12% | 56 |
|
|
2014
Q2 | $617K | Sell |
10,705
-11,138
| -51% | -$642K | 0.12% | 55 |
|
|
2014
Q1 | $1.33M | Sell |
21,843
-11,159
| -34% | -$677K | 0.26% | 46 |
|
|
2013
Q4 | $1.93M | Buy |
33,002
+64
| +0.2% | +$3.74K | 0.35% | 31 |
|
|
2013
Q3 | $1.7M | Buy |
32,938
+19,679
| +148% | +$1.02M | 0.35% | 31 |
|
|
2013
Q2 | $700K | Buy |
+13,259
| New | +$700K | 0.15% | 54 |
|