WF
WoodTrust Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
80,693
+1,129
| +1% | +$327K | 2.97% | 11 |
|
|
2025
Q1 | $19.5M | Sell |
79,564
-486
| -0.6% | -$119K | 2.73% | 11 |
|
|
2024
Q4 | $19.2M | Sell |
80,050
-56
| -0.1% | -$13.4K | 2.7% | 11 |
|
|
2024
Q3 | $16.9M | Buy |
80,106
+1,067
| +1% | +$225K | 2.4% | 12 |
|
|
2024
Q2 | $16M | Buy |
79,039
+54
| +0.1% | +$10.9K | 2.49% | 12 |
|
|
2024
Q1 | $15.8K | Buy |
78,985
+1,291
| +2% | +$259 | 2.51% | 12 |
|
|
2023
Q4 | $13.2M | Buy |
77,694
+1,763
| +2% | +$300K | 2.26% | 14 |
|
|
2023
Q3 | $11M | Buy |
75,931
+9
| +0% | +$1.31K | 2.11% | 14 |
|
|
2023
Q2 | $11M | Buy |
75,922
+2,100
| +3% | +$305K | 2.05% | 15 |
|
|
2023
Q1 | $9.62M | Buy |
73,822
+1,215
| +2% | +$158K | 1.87% | 18 |
|
|
2022
Q4 | $9.74M | Sell |
72,607
-1,333
| -2% | -$179K | 2.01% | 16 |
|
|
2022
Q3 | $7.73M | Buy |
73,940
+4,482
| +6% | +$468K | 1.74% | 19 |
|
|
2022
Q2 | $7.82M | Buy |
69,458
+3,441
| +5% | +$387K | 1.76% | 20 |
|
|
2022
Q1 | $9M | Buy |
66,017
+4,288
| +7% | +$585K | 1.83% | 19 |
|
|
2021
Q4 | $9.77M | Buy |
61,729
+3,081
| +5% | +$488K | 2.02% | 16 |
|
|
2021
Q3 | $9.6M | Buy |
58,648
+4,048
| +7% | +$663K | 2.26% | 11 |
|
|
2021
Q2 | $8.49M | Sell |
54,600
-23,993
| -31% | -$3.73M | 2.24% | 11 |
|
|
2021
Q1 | $12M | Sell |
78,593
-2,383
| -3% | -$363K | 3.52% | 8 |
|
|
2020
Q4 | $10.3M | Sell |
80,976
-1,210
| -1% | -$154K | 3.21% | 9 |
|
|
2020
Q3 | $7.91M | Buy |
82,186
+4,541
| +6% | +$437K | 2.86% | 11 |
|
|
2020
Q2 | $7.3M | Buy |
77,645
+14,102
| +22% | +$1.33M | 2.92% | 10 |
|
|
2020
Q1 | $5.72M | Sell |
63,543
-729
| -1% | -$65.6K | 2.69% | 12 |
|
|
2019
Q4 | $8.96M | Sell |
64,272
-518
| -0.8% | -$72.2K | 3.53% | 9 |
|
|
2019
Q3 | $7.63M | Buy |
64,790
+1,942
| +3% | +$229K | 3.29% | 9 |
|
|
2019
Q2 | $7.03M | Buy |
62,848
+1,907
| +3% | +$213K | 3.16% | 9 |
|
|
2019
Q1 | $6.17M | Buy |
60,941
+6,970
| +13% | +$706K | 2.95% | 9 |
|
|
2018
Q4 | $5.27M | Sell |
53,971
-442
| -0.8% | -$43.2K | 2.98% | 11 |
|
|
2018
Q3 | $6.14M | Buy |
54,413
+1,767
| +3% | +$199K | 2.97% | 9 |
|
|
2018
Q2 | $5.49M | Buy |
52,646
+13,062
| +33% | +$1.36M | 2.88% | 8 |
|
|
2018
Q1 | $4.35M | Sell |
39,584
-1,014
| -2% | -$112K | 2.33% | 11 |
|
|
2017
Q4 | $4.34M | Buy |
+40,598
| New | +$4.34M | 2.31% | 12 |
|