Wulff, Hansen & Co’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 | $3.55M | Sell |
12,231
-350
| -3% | -$101K | 3.03% | 6 |
|
|
2025
Q1 | $3.09M | Sell |
12,581
-260
| -2% | -$63.8K | 2.81% | 9 |
|
|
2024
Q4 | $3.08M | Sell |
12,841
-10
| -0.1% | -$2.4K | 2.91% | 7 |
|
|
2024
Q3 | $2.71M | Sell |
12,851
-1,000
| -7% | -$211K | 2.45% | 8 |
|
|
2024
Q2 | $2.8M | Sell |
13,851
-142
| -1% | -$28.7K | 2.77% | 7 |
|
|
2024
Q1 | $2.8M | Sell |
13,993
-95
| -0.7% | -$19K | 2.8% | 7 |
|
|
2023
Q4 | $2.4M | Buy |
14,088
+98
| +0.7% | +$16.7K | 2.66% | 7 |
|
|
2023
Q3 | $2.03M | Sell |
13,990
-95
| -0.7% | -$13.8K | 2.37% | 9 |
|
|
2023
Q2 | $2.05M | Sell |
14,085
-320
| -2% | -$46.5K | 2.29% | 13 |
|
|
2023
Q1 | $1.88M | Sell |
14,405
-230
| -2% | -$30K | 2.14% | 14 |
|
|
2022
Q4 | $1.96M | Sell |
14,635
-30
| -0.2% | -$4.02K | 2.38% | 13 |
|
|
2022
Q3 | $1.53M | Buy |
14,665
+80
| +0.5% | +$8.36K | 1.92% | 18 |
|
|
2022
Q2 | $1.64M | Sell |
14,585
-3,000
| -17% | -$338K | 1.86% | 21 |
|
|
2022
Q1 | $2.4M | Buy |
17,585
+3,000
| +21% | +$409K | 2.28% | 12 |
|
|
2021
Q4 | $2.31M | Buy |
+14,585
| New | +$2.31M | 2% | 16 |
|