Wunderlich Capital Managemnt’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.19M | Sell |
20,718
-335
| -2% | -$67.8K | 1.87% | 15 |
|
|
2024
Q1 | $4.22M | Sell |
21,053
-1,116
| -5% | -$224K | 1.9% | 15 |
|
|
2023
Q4 | $3.77M | Sell |
22,169
-715
| -3% | -$122K | 1.7% | 19 |
|
|
2023
Q3 | $3.32M | Sell |
22,884
-192
| -0.8% | -$27.8K | 1.64% | 25 |
|
|
2023
Q2 | $3.36M | Sell |
23,076
-44
| -0.2% | -$6.4K | 1.65% | 22 |
|
|
2023
Q1 | $3.01M | Buy |
23,120
+243
| +1% | +$31.7K | 1.57% | 24 |
|
|
2022
Q4 | $3.07M | Buy |
22,877
+115
| +0.5% | +$15.4K | 1.71% | 22 |
|
|
2022
Q3 | $2.38M | Buy |
22,762
+594
| +3% | +$62.1K | 1.52% | 26 |
|
|
2022
Q2 | $2.5M | Buy |
22,168
+275
| +1% | +$31K | 1.45% | 24 |
|
|
2022
Q1 | $2.98M | Sell |
21,893
-372
| -2% | -$50.7K | 1.41% | 26 |
|
|
2021
Q4 | $3.53M | Sell |
22,265
-221
| -1% | -$35K | 1.57% | 21 |
|
|
2021
Q3 | $3.68M | Buy |
22,486
+620
| +3% | +$101K | 1.77% | 15 |
|
|
2021
Q2 | $3.4M | Buy |
21,866
+14
| +0.1% | +$2.18K | 1.72% | 15 |
|
|
2021
Q1 | $3.33M | Sell |
21,852
-1,051
| -5% | -$160K | 1.82% | 13 |
|
|
2020
Q4 | $2.91M | Sell |
22,903
-21
| -0.1% | -$2.67K | 1.61% | 20 |
|
|
2020
Q3 | $2.21M | Buy |
22,924
+266
| +1% | +$25.6K | 1.36% | 26 |
|
|
2020
Q2 | $2.13M | Buy |
22,658
+155
| +0.7% | +$14.6K | 1.5% | 23 |
|
|
2020
Q1 | $2.03M | Sell |
22,503
-334
| -1% | -$30.1K | 1.67% | 16 |
|
|
2019
Q4 | $3.18M | Buy |
22,837
+6
| +0% | +$836 | 2.01% | 6 |
|
|
2019
Q3 | $2.69M | Buy |
22,831
+149
| +0.7% | +$17.5K | 1.85% | 7 |
|
|
2019
Q2 | $2.54M | Buy |
22,682
+188
| +0.8% | +$21K | 1.68% | 9 |
|
|
2019
Q1 | $2.28M | Buy |
22,494
+266
| +1% | +$26.9K | 1.59% | 13 |
|
|
2018
Q4 | $2.17M | Sell |
22,228
-68
| -0.3% | -$6.64K | 1.67% | 9 |
|
|
2018
Q3 | $2.52M | Sell |
22,296
-985
| -4% | -$111K | 1.78% | 7 |
|
|
2018
Q2 | $2.56M | Sell |
23,281
-18
| -0.1% | -$1.98K | 1.78% | 8 |
|
|
2018
Q1 | $2.56M | Sell |
23,299
-467
| -2% | -$51.4K | 1.76% | 8 |
|
|
2017
Q4 | $2.54M | Buy |
23,766
+193
| +0.8% | +$20.6K | 1.76% | 9 |
|
|
2017
Q3 | $2.25M | Sell |
23,573
-274
| -1% | -$26.2K | 1.68% | 8 |
|
|
2017
Q2 | $2.18M | Sell |
23,847
-216
| -0.9% | -$19.7K | 1.63% | 8 |
|
|
2017
Q1 | $2.11M | Buy |
24,063
+86
| +0.4% | +$7.56K | 1.65% | 10 |
|
|
2016
Q4 | $2.07M | Sell |
23,977
-578
| -2% | -$49.9K | 1.68% | 8 |
|
|
2016
Q3 | $1.64M | Buy |
24,555
+520
| +2% | +$34.6K | 1.3% | 23 |
|
|
2016
Q2 | $1.49M | Buy |
24,035
+254
| +1% | +$15.8K | 1.26% | 28 |
|
|
2016
Q1 | $1.41M | Buy |
23,781
+491
| +2% | +$29.1K | 1.21% | 34 |
|
|
2015
Q4 | $1.54M | Buy |
23,290
+650
| +3% | +$42.9K | 1.32% | 21 |
|
|
2015
Q3 | $1.38M | Buy |
22,640
+93
| +0.4% | +$5.67K | 1.28% | 25 |
|
|
2015
Q2 | $1.53M | Buy |
22,547
+286
| +1% | +$19.4K | 1.48% | 15 |
|
|
2015
Q1 | $1.34M | Buy |
22,261
+112
| +0.5% | +$6.74K | 1.21% | 30 |
|
|
2014
Q4 | $1.39M | Buy |
22,149
+775
| +4% | +$48.6K | 1.18% | 34 |
|
|
2014
Q3 | $1.28M | Buy |
21,374
+71
| +0.3% | +$4.25K | 1.15% | 35 |
|
|
2014
Q2 | $1.23M | Sell |
21,303
-158
| -0.7% | -$9.12K | 1.12% | 49 |
|
|
2014
Q1 | $1.3M | Sell |
21,461
-122
| -0.6% | -$7.39K | 1.23% | 28 |
|
|
2013
Q4 | $1.26M | Buy |
+21,583
| New | +$1.26M | 1.21% | 35 |
|