WrapManager Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
12,950
-1,352
| -9% | -$392K | 0.91% | 23 |
|
|
2025
Q1 | $3.51M | Sell |
14,302
-5,313
| -27% | -$1.3M | 0.92% | 21 |
|
|
2024
Q4 | $4.7M | Sell |
19,615
-1,083
| -5% | -$260K | 1.2% | 20 |
|
|
2024
Q3 | $4.36M | Buy |
20,698
+1,010
| +5% | +$213K | 1.13% | 21 |
|
|
2024
Q2 | $3.98M | Buy |
19,688
+2,026
| +11% | +$410K | 1.1% | 21 |
|
|
2024
Q1 | $3.54M | Buy |
17,662
+4,779
| +37% | +$957K | 0.98% | 21 |
|
|
2023
Q4 | $2.19M | Buy |
12,883
+365
| +3% | +$62.1K | 0.64% | 42 |
|
|
2023
Q3 | $1.82M | Sell |
12,518
-132
| -1% | -$19.1K | 0.58% | 47 |
|
|
2023
Q2 | $1.84M | Sell |
12,650
-412
| -3% | -$59.9K | 0.56% | 46 |
|
|
2023
Q1 | $1.7M | Sell |
13,062
-4,592
| -26% | -$598K | 0.52% | 47 |
|
|
2022
Q4 | $2.37M | Buy |
17,654
+147
| +0.8% | +$19.7K | 0.76% | 29 |
|
|
2022
Q3 | $1.83M | Buy |
17,507
+4,543
| +35% | +$475K | 0.62% | 38 |
|
|
2022
Q2 | $1.46M | Buy |
12,964
+438
| +3% | +$49.3K | 0.46% | 51 |
|
|
2022
Q1 | $1.71M | Buy |
12,526
+398
| +3% | +$54.2K | 0.46% | 50 |
|
|
2021
Q4 | $1.92M | Buy |
12,128
+174
| +1% | +$27.5K | 0.48% | 50 |
|
|
2021
Q3 | $1.96M | Sell |
11,954
-29
| -0.2% | -$4.75K | 0.51% | 44 |
|
|
2021
Q2 | $1.86M | Sell |
11,983
-154
| -1% | -$24K | 0.48% | 52 |
|
|
2021
Q1 | $1.85M | Sell |
12,137
-1,584
| -12% | -$241K | 0.51% | 51 |
|
|
2020
Q4 | $1.74M | Buy |
13,721
+1,584
| +13% | +$201K | 0.51% | 52 |
|
|
2020
Q3 | $1.17M | Buy |
12,137
+5,305
| +78% | +$511K | 0.39% | 63 |
|
|
2020
Q2 | $643K | Buy |
6,832
+2,489
| +57% | +$234K | 0.24% | 101 |
|
|
2020
Q1 | $391K | Buy |
4,343
+745
| +21% | +$67.1K | 0.17% | 131 |
|
|
2019
Q4 | $502K | Buy |
3,598
+235
| +7% | +$32.8K | 0.16% | 141 |
|
|
2019
Q3 | $396K | Buy |
3,363
+288
| +9% | +$33.9K | 0.13% | 174 |
|
|
2019
Q2 | $344K | Buy |
3,075
+283
| +10% | +$31.7K | 0.11% | 201 |
|
|
2019
Q1 | $283K | Buy |
2,792
+281
| +11% | +$28.5K | 0.09% | 229 |
|
|
2018
Q4 | $245K | Sell |
2,511
-783
| -24% | -$76.4K | 0.09% | 234 |
|
|
2018
Q3 | $372K | Buy |
3,294
+14
| +0.4% | +$1.58K | 0.12% | 194 |
|
|
2018
Q2 | $342K | Buy |
3,280
+732
| +29% | +$76.3K | 0.11% | 205 |
|
|
2018
Q1 | $280K | Buy |
2,548
+241
| +10% | +$26.5K | 0.09% | 216 |
|
|
2017
Q4 | $247K | Buy |
2,307
+24
| +1% | +$2.57K | 0.08% | 219 |
|
|
2017
Q3 | $218K | Sell |
2,283
-171
| -7% | -$16.3K | 0.07% | 232 |
|
|
2017
Q2 | $224K | Sell |
2,454
-172
| -7% | -$15.7K | 0.08% | 227 |
|
|
2017
Q1 | $231K | Sell |
2,626
-497
| -16% | -$43.7K | 0.09% | 212 |
|
|
2016
Q4 | $269K | Sell |
3,123
-13
| -0.4% | -$1.12K | 0.1% | 185 |
|
|
2016
Q3 | $209K | Buy |
+3,136
| New | +$209K | 0.08% | 210 |
|
|
2016
Q1 | – | Sell |
-3,341
| Closed | -$221K | – | 169 |
|
|
2015
Q4 | $221K | Buy |
+3,341
| New | +$221K | 0.11% | 140 |
|