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Woodstock Corp’s JPMorgan Chase JPM Stock Holding History

Woodstock Corp’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.5M Sell
68,865
-18
-0% -$5.59K 1.87% 12
2026
Q1 		$20.3M Sell
68,883
-9
-0% -$2.73K 1.8% 10
2025
Q4 		$22.2M Buy
68,892
+582
+0.9% +$180K 1.91% 9
2025
Q3 		$21.5M Sell
68,310
-616
-0.9% -$183K 1.87% 12
2025
Q2 		$20M Sell
68,926
-1,872
-3% -$478K 1.84% 12
2025
Q1 		$17.4M Buy
70,798
+591
+0.8% +$151K 1.72% 14
2024
Q4 		$16.8M Sell
70,207
-784
-1% -$183K 1.62% 15
2024
Q3 		$15M Sell
70,991
-108
-0.2% -$22.7K 1.44% 17
2024
Q2 		$14.4M Sell
71,099
-138
-0.2% -$27K 1.46% 16
2024
Q1 		$14.3M Sell
71,237
-235
-0.3% -$42.4K 1.48% 21
2023
Q4 		$12.2M Buy
71,472
+505
+0.7% +$76.5K 1.41% 22
2023
Q3 		$10.3M Buy
70,967
+78
+0.1% +$11.7K 1.29% 25
2023
Q2 		$10.3M Buy
70,889
+400
+0.6% +$55K 1.22% 26
2023
Q1 		$9.19M Buy
70,489
+56
+0.1% +$7.67K 1.17% 29
2022
Q4 		$9.45M Buy
70,433
+3,213
+5% +$407K 1.26% 30
2022
Q3 		$7.03M Buy
67,220
+1,401
+2% +$161K 1.05% 33
2022
Q2 		$7.41M Buy
65,819
+819
+1% +$101K 1.03% 33
2022
Q1 		$8.86M Buy
65,000
+5,723
+10% +$845K 1.04% 33
2021
Q4 		$9.39M Buy
59,277
+258
+0.4% +$42.4K 0.98% 35
2021
Q3 		$9.66M Buy
59,019
+38
+0.1% +$5.96K 1.13% 31
2021
Q2 		$9.17M Buy
58,981
+235
+0.4% +$36.9K 1.08% 34
2021
Q1 		$8.94M Buy
58,746
+229
+0.4% +$32.9K 1.14% 34
2020
Q4 		$7.44M Buy
58,517
+4,477
+8% +$500K 1% 36
2020
Q3 		$5.2M Buy
54,040
+6,089
+13% +$598K 0.84% 41
2020
Q2 		$4.51M Buy
47,951
+496
+1% +$47.1K 0.77% 42
2020
Q1 		$4.27M Sell
47,455
-580
-1% -$70.5K 0.87% 42
2019
Q4 		$6.7M Sell
48,035
-1,290
-3% -$165K 1.09% 38
2019
Q3 		$5.8M Buy
49,325
+300
+0.6% +$33.9K 1.01% 38
2019
Q2 		$5.48M Sell
49,025
-50
-0.1% -$5.51K 0.96% 42
2019
Q1 		$4.97M Sell
49,075
-584
-1% -$60.2K 0.89% 44
2018
Q4 		$4.85M Sell
49,659
-520
-1% -$55.4K 0.97% 41
2018
Q3 		$5.66M Sell
50,179
-170
-0.3% -$19.3K 0.96% 41
2018
Q2 		$5.25M Buy
50,349
+160
+0.3% +$17.6K 0.97% 41
2018
Q1 		$5.52M Buy
50,189
+1,220
+2% +$138K 1.04% 35
2017
Q4 		$5.24M Sell
48,969
-645
-1% -$65.3K 0.97% 42
2017
Q3 		$4.74M Buy
49,614
+180
+0.4% +$16.6K 0.9% 42
2017
Q2 		$4.52M Buy
49,434
+450
+0.9% +$38.8K 0.89% 44
2017
Q1 		$4.3M Sell
48,984
-2,700
-5% -$238K 0.87% 45
2016
Q4 		$4.46M Buy
51,684
+3,312
+7% +$253K 0.9% 45
2016
Q3 		$3.22M Buy
48,372
+565
+1% +$36.8K 0.66% 49
2016
Q2 		$2.97M Buy
47,807
+900
+2% +$56.2K 0.61% 52
2016
Q1 		$2.78M Buy
46,907
+125
+0.3% +$7.3K 0.58% 55
2015
Q4 		$3.09M Buy
46,782
+6,675
+17% +$435K 0.68% 54
2015
Q3 		$2.44M Sell
40,107
-19,395
-33% -$1.27M 0.56% 60
2015
Q2 		$4.03M Buy
59,502
+30
+0.1% +$1.96K 0.76% 48
2015
Q1 		$3.6M Buy
59,472
+2,025
+4% +$120K 0.67% 53
2014
Q4 		$3.6M Buy
57,447
+1,230
+2% +$74K 0.67% 55
2014
Q3 		$3.39M Sell
56,217
-1,086
-2% -$63.5K 0.65% 58
2014
Q2 		$3.3M Hold
57,303
– – 0.59% 58
2014
Q1 		$3.48M Buy
57,303
+2,250
+4% +$130K 0.65% 58
2013
Q4 		$3.22M Buy
55,053
+1,525
+3% +$83.5K 0.58% 63
2013
Q3 		$2.77M Buy
53,528
+2,775
+5% +$149K 0.55% 64
2013
Q2 		$2.68M Buy
+50,753
New +$2.58M 0.55% 65

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return