Woodward Diversified Capital’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 | $3.41M | Buy |
11,752
+3,720
| +46% | +$1.08M | 1.72% | 10 |
|
|
2025
Q1 | $1.97M | Buy |
8,032
+263
| +3% | +$64.5K | 1.39% | 11 |
|
|
2024
Q4 | $1.86M | Sell |
7,769
-3,766
| -33% | -$903K | 1.37% | 12 |
|
|
2024
Q3 | $2.43M | Sell |
11,535
-96
| -0.8% | -$20.2K | 1.54% | 10 |
|
|
2024
Q2 | $2.35M | Buy |
11,631
+1,075
| +10% | +$217K | 1.38% | 12 |
|
|
2024
Q1 | $2.11M | Buy |
10,556
+86
| +0.8% | +$17.2K | 1.31% | 12 |
|
|
2023
Q4 | $1.78M | Sell |
10,470
-398
| -4% | -$67.7K | 1.12% | 12 |
|
|
2023
Q3 | $1.58M | Buy |
10,868
+729
| +7% | +$106K | 1.14% | 14 |
|
|
2023
Q2 | $1.47M | Sell |
10,139
-187
| -2% | -$27.2K | 1.11% | 15 |
|
|
2023
Q1 | $1.35M | Buy |
10,326
+28
| +0.3% | +$3.65K | 1.06% | 20 |
|
|
2022
Q4 | $1.38M | Sell |
10,298
-1,607
| -13% | -$215K | 1.11% | 17 |
|
|
2022
Q3 | $1.24M | Sell |
11,905
-360
| -3% | -$37.6K | 1.03% | 19 |
|
|
2022
Q2 | $1.38M | Buy |
12,265
+431
| +4% | +$48.5K | 1.06% | 22 |
|
|
2022
Q1 | $1.61M | Buy |
11,834
+1,023
| +9% | +$139K | 1.05% | 20 |
|
|
2021
Q4 | $1.71M | Buy |
10,811
+1,454
| +16% | +$230K | 1.01% | 19 |
|
|
2021
Q3 | $1.53M | Buy |
9,357
+62
| +0.7% | +$10.2K | 0.96% | 21 |
|
|
2021
Q2 | $1.45M | Buy |
9,295
+662
| +8% | +$103K | 0.83% | 27 |
|
|
2021
Q1 | $1.31M | Sell |
8,633
-99
| -1% | -$15.1K | 0.77% | 32 |
|
|
2020
Q4 | $1.11M | Buy |
+8,732
| New | +$1.11M | 0.72% | 42 |
|