WC
Woodstock Corp’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Sell |
68,926
-1,872
| -3% | -$543K | 1.84% | 12 |
|
|
2025
Q1 | $17.4M | Buy |
70,798
+591
| +0.8% | +$145K | 1.72% | 14 |
|
|
2024
Q4 | $16.8M | Sell |
70,207
-784
| -1% | -$188K | 1.62% | 15 |
|
|
2024
Q3 | $15M | Sell |
70,991
-108
| -0.2% | -$22.8K | 1.44% | 17 |
|
|
2024
Q2 | $14.4M | Sell |
71,099
-138
| -0.2% | -$27.9K | 1.46% | 16 |
|
|
2024
Q1 | $14.3M | Sell |
71,237
-235
| -0.3% | -$47.1K | 1.48% | 21 |
|
|
2023
Q4 | $12.2M | Buy |
71,472
+505
| +0.7% | +$85.9K | 1.41% | 22 |
|
|
2023
Q3 | $10.3M | Buy |
70,967
+78
| +0.1% | +$11.3K | 1.29% | 25 |
|
|
2023
Q2 | $10.3M | Buy |
70,889
+400
| +0.6% | +$58.2K | 1.22% | 26 |
|
|
2023
Q1 | $9.19M | Buy |
70,489
+56
| +0.1% | +$7.3K | 1.17% | 29 |
|
|
2022
Q4 | $9.45M | Buy |
70,433
+3,213
| +5% | +$431K | 1.26% | 30 |
|
|
2022
Q3 | $7.03M | Buy |
67,220
+1,401
| +2% | +$146K | 1.05% | 33 |
|
|
2022
Q2 | $7.41M | Buy |
65,819
+819
| +1% | +$92.2K | 1.03% | 33 |
|
|
2022
Q1 | $8.86M | Buy |
65,000
+5,723
| +10% | +$780K | 1.04% | 33 |
|
|
2021
Q4 | $9.39M | Buy |
59,277
+258
| +0.4% | +$40.9K | 0.98% | 35 |
|
|
2021
Q3 | $9.66M | Buy |
59,019
+38
| +0.1% | +$6.22K | 1.13% | 31 |
|
|
2021
Q2 | $9.17M | Buy |
58,981
+235
| +0.4% | +$36.6K | 1.08% | 34 |
|
|
2021
Q1 | $8.94M | Buy |
58,746
+229
| +0.4% | +$34.9K | 1.14% | 34 |
|
|
2020
Q4 | $7.44M | Buy |
58,517
+4,477
| +8% | +$569K | 1% | 36 |
|
|
2020
Q3 | $5.2M | Buy |
54,040
+6,089
| +13% | +$586K | 0.84% | 41 |
|
|
2020
Q2 | $4.51M | Buy |
47,951
+496
| +1% | +$46.7K | 0.77% | 42 |
|
|
2020
Q1 | $4.27M | Sell |
47,455
-580
| -1% | -$52.2K | 0.87% | 42 |
|
|
2019
Q4 | $6.7M | Sell |
48,035
-1,290
| -3% | -$180K | 1.09% | 38 |
|
|
2019
Q3 | $5.81M | Buy |
49,325
+300
| +0.6% | +$35.3K | 1.01% | 38 |
|
|
2019
Q2 | $5.48M | Sell |
49,025
-50
| -0.1% | -$5.59K | 0.96% | 42 |
|
|
2019
Q1 | $4.97M | Sell |
49,075
-584
| -1% | -$59.1K | 0.89% | 44 |
|
|
2018
Q4 | $4.85M | Sell |
49,659
-520
| -1% | -$50.8K | 0.97% | 41 |
|
|
2018
Q3 | $5.66M | Sell |
50,179
-170
| -0.3% | -$19.2K | 0.96% | 41 |
|
|
2018
Q2 | $5.25M | Buy |
50,349
+160
| +0.3% | +$16.7K | 0.97% | 41 |
|
|
2018
Q1 | $5.52M | Buy |
50,189
+1,220
| +2% | +$134K | 1.04% | 35 |
|
|
2017
Q4 | $5.24M | Sell |
48,969
-645
| -1% | -$69K | 0.97% | 42 |
|
|
2017
Q3 | $4.74M | Buy |
49,614
+180
| +0.4% | +$17.2K | 0.9% | 42 |
|
|
2017
Q2 | $4.52M | Buy |
49,434
+450
| +0.9% | +$41.1K | 0.89% | 44 |
|
|
2017
Q1 | $4.3M | Sell |
48,984
-2,700
| -5% | -$237K | 0.87% | 45 |
|
|
2016
Q4 | $4.46M | Buy |
51,684
+3,312
| +7% | +$286K | 0.9% | 45 |
|
|
2016
Q3 | $3.22M | Buy |
48,372
+565
| +1% | +$37.6K | 0.66% | 49 |
|
|
2016
Q2 | $2.97M | Buy |
47,807
+900
| +2% | +$55.9K | 0.61% | 52 |
|
|
2016
Q1 | $2.78M | Buy |
46,907
+125
| +0.3% | +$7.4K | 0.58% | 55 |
|
|
2015
Q4 | $3.09M | Buy |
46,782
+6,675
| +17% | +$441K | 0.68% | 54 |
|
|
2015
Q3 | $2.45M | Sell |
40,107
-19,395
| -33% | -$1.18M | 0.56% | 60 |
|
|
2015
Q2 | $4.03M | Buy |
59,502
+30
| +0.1% | +$2.03K | 0.76% | 48 |
|
|
2015
Q1 | $3.6M | Buy |
59,472
+2,025
| +4% | +$123K | 0.67% | 53 |
|
|
2014
Q4 | $3.6M | Buy |
57,447
+1,230
| +2% | +$77K | 0.67% | 55 |
|
|
2014
Q3 | $3.39M | Sell |
56,217
-1,086
| -2% | -$65.4K | 0.65% | 58 |
|
|
2014
Q2 | $3.3M | Hold |
57,303
| – | – | 0.59% | 58 |
|
|
2014
Q1 | $3.48M | Buy |
57,303
+2,250
| +4% | +$137K | 0.65% | 58 |
|
|
2013
Q4 | $3.22M | Buy |
55,053
+1,525
| +3% | +$89.2K | 0.58% | 63 |
|
|
2013
Q3 | $2.77M | Buy |
53,528
+2,775
| +5% | +$143K | 0.55% | 64 |
|
|
2013
Q2 | $2.68M | Buy |
+50,753
| New | +$2.68M | 0.55% | 65 |
|