WIC
Woodmont Investment Counsel’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
87,098
+2,433
| +3% | +$705K | 1.67% | 12 |
|
|
2025
Q1 | $20.8M | Buy |
84,665
+973
| +1% | +$239K | 1.5% | 16 |
|
|
2024
Q4 | $20.1M | Sell |
83,692
-839
| -1% | -$201K | 1.48% | 15 |
|
|
2024
Q3 | $17.8M | Sell |
84,531
-7
| -0% | -$1.48K | 1.34% | 18 |
|
|
2024
Q2 | $17.1M | Buy |
84,538
+1,813
| +2% | +$367K | 1.4% | 17 |
|
|
2024
Q1 | $16.6M | Buy |
82,725
+455
| +0.6% | +$91.1K | 1.4% | 17 |
|
|
2023
Q4 | $14M | Buy |
82,270
+849
| +1% | +$144K | 1.31% | 18 |
|
|
2023
Q3 | $11.8M | Sell |
81,421
-425
| -0.5% | -$61.6K | 1.25% | 21 |
|
|
2023
Q2 | $11.9M | Sell |
81,846
-460
| -0.6% | -$66.9K | 1.23% | 23 |
|
|
2023
Q1 | $10.7M | Buy |
82,306
+4,585
| +6% | +$597K | 1.14% | 24 |
|
|
2022
Q4 | $10.4M | Buy |
77,721
+407
| +0.5% | +$54.6K | 1.18% | 21 |
|
|
2022
Q3 | $8.08M | Buy |
77,314
+7,230
| +10% | +$756K | 1.01% | 30 |
|
|
2022
Q2 | $7.89M | Buy |
70,084
+2,054
| +3% | +$231K | 0.97% | 27 |
|
|
2022
Q1 | $9.27M | Buy |
68,030
+5,293
| +8% | +$722K | 1.07% | 21 |
|
|
2021
Q4 | $9.93M | Buy |
62,737
+2,078
| +3% | +$329K | 1.27% | 15 |
|
|
2021
Q3 | $9.93M | Buy |
60,659
+7,022
| +13% | +$1.15M | 1.45% | 13 |
|
|
2021
Q2 | $8.34M | Buy |
53,637
+81
| +0.2% | +$12.6K | 1.31% | 17 |
|
|
2021
Q1 | $8.15M | Buy |
53,556
+1,520
| +3% | +$231K | 1.39% | 16 |
|
|
2020
Q4 | $6.61M | Buy |
52,036
+11,875
| +30% | +$1.51M | 1.23% | 22 |
|
|
2020
Q3 | $3.87M | Buy |
40,161
+482
| +1% | +$46.4K | 0.83% | 32 |
|
|
2020
Q2 | $3.73M | Buy |
39,679
+779
| +2% | +$73.3K | 0.89% | 30 |
|
|
2020
Q1 | $3.5M | Buy |
38,900
+5,103
| +15% | +$459K | 0.96% | 28 |
|
|
2019
Q4 | $4.71M | Buy |
33,797
+105
| +0.3% | +$14.6K | 1.07% | 30 |
|
|
2019
Q3 | $3.97M | Buy |
33,692
+403
| +1% | +$47.4K | 0.97% | 31 |
|
|
2019
Q2 | $3.72M | Sell |
33,289
-321
| -1% | -$35.9K | 0.92% | 34 |
|
|
2019
Q1 | $3.4M | Sell |
33,610
-2,904
| -8% | -$294K | 0.88% | 35 |
|
|
2018
Q4 | $3.56M | Buy |
36,514
+3,003
| +9% | +$293K | 1% | 33 |
|
|
2018
Q3 | $3.78M | Sell |
33,511
-824
| -2% | -$93K | 1.03% | 29 |
|
|
2018
Q2 | $3.58M | Buy |
34,335
+22
| +0.1% | +$2.29K | 0.99% | 32 |
|
|
2018
Q1 | $3.77M | Sell |
34,313
-2,227
| -6% | -$245K | 1.04% | 28 |
|
|
2017
Q4 | $3.91M | Buy |
36,540
+152
| +0.4% | +$16.3K | 1.01% | 30 |
|
|
2017
Q3 | $3.48M | Sell |
36,388
-1,525
| -4% | -$146K | 0.95% | 32 |
|
|
2017
Q2 | $3.47M | Sell |
37,913
-1,090
| -3% | -$99.6K | 0.98% | 29 |
|
|
2017
Q1 | $3.37M | Hold |
39,003
| – | – | 0.98% | 28 |
|
|
2016
Q4 | $3.37M | Buy |
39,003
+2,700
| +7% | +$233K | 0.97% | 28 |
|
|
2016
Q3 | $2.42M | Buy |
36,303
+250
| +0.7% | +$16.6K | 0.69% | 46 |
|
|
2016
Q2 | $2.24M | Buy |
36,053
+432
| +1% | +$26.8K | 0.67% | 50 |
|
|
2016
Q1 | $2.11M | Sell |
35,621
-1,490
| -4% | -$88.2K | 0.64% | 48 |
|
|
2015
Q4 | $2.45M | Buy |
37,111
+50
| +0.1% | +$3.3K | 0.72% | 41 |
|
|
2015
Q3 | $2.26M | Sell |
37,061
-2,008
| -5% | -$122K | 0.69% | 43 |
|
|
2015
Q2 | $2.65M | Sell |
39,069
-765
| -2% | -$51.8K | 0.77% | 42 |
|
|
2015
Q1 | $2.41M | Sell |
39,834
-1,400
| -3% | -$84.8K | 0.74% | 44 |
|
|
2014
Q4 | $2.58M | Sell |
41,234
-559
| -1% | -$35K | 0.79% | 41 |
|
|
2014
Q3 | $2.52M | Sell |
41,793
-125
| -0.3% | -$7.53K | 0.72% | 41 |
|
|
2014
Q2 | $2.42M | Buy |
41,918
+200
| +0.5% | +$11.5K | 0.68% | 44 |
|
|
2014
Q1 | $2.53M | Sell |
41,718
-10,419
| -20% | -$633K | 0.74% | 40 |
|
|
2013
Q4 | $3.05M | Sell |
52,137
-1,057
| -2% | -$61.8K | 0.92% | 33 |
|
|
2013
Q3 | $2.75M | Sell |
53,194
-1,965
| -4% | -$102K | 1% | 31 |
|
|
2013
Q2 | $2.91M | Buy |
+55,159
| New | +$2.91M | 0.97% | 29 |
|