ELCO Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.58M | Buy |
8,764
+67
| +0.8% | +$20.3K | 1.24% | 17 |
|
|
2025
Q4 | $2.8M | Buy |
8,697
+1,739
| +25% | +$538K | 1.77% | 14 |
|
|
2025
Q3 | $2.19M | Sell |
6,958
-211
| -3% | -$62.8K | 1.14% | 19 |
|
|
2025
Q2 | $2.08M | Sell |
7,169
-240
| -3% | -$61.2K | 1.09% | 22 |
|
|
2025
Q1 | $1.82M | Sell |
7,409
-69
| -0.9% | -$17.6K | 1% | 25 |
|
|
2024
Q4 | $1.79M | Sell |
7,478
-403
| -5% | -$93.9K | 0.94% | 27 |
|
|
2024
Q3 | $1.66M | Sell |
7,881
-4
| -0.1% | -$843 | 0.9% | 27 |
|
|
2024
Q2 | $1.59M | Sell |
7,885
-167
| -2% | -$32.6K | 0.93% | 27 |
|
|
2024
Q1 | $1.61M | Sell |
8,052
-19
| -0.2% | -$3.43K | 0.98% | 25 |
|
|
2023
Q4 | $1.37M | Buy |
8,071
+19
| +0.2% | +$2.88K | 0.9% | 27 |
|
|
2023
Q3 | $1.17M | Buy |
8,052
+20
| +0.2% | +$3K | 0.84% | 31 |
|
|
2023
Q2 | $1.17M | Buy |
8,032
+190
| +2% | +$26.1K | 0.85% | 31 |
|
|
2023
Q1 | $1.02M | Buy |
7,842
+117
| +2% | +$16K | 0.74% | 35 |
|
|
2022
Q4 | $1.04M | Sell |
7,725
-468
| -6% | -$59.3K | 0.78% | 37 |
|
|
2022
Q3 | $856K | Sell |
8,193
-14
| -0.2% | -$1.61K | 0.68% | 40 |
|
|
2022
Q2 | $924K | Sell |
8,207
-81
| -1% | -$10K | 0.76% | 35 |
|
|
2022
Q1 | $1.13M | Buy |
8,288
+6
| +0.1% | +$886 | 0.77% | 31 |
|
|
2021
Q4 | $1.31M | Buy |
8,282
+25
| +0.3% | +$4.11K | 0.94% | 27 |
|
|
2021
Q3 | $1.35M | Buy |
8,257
+751
| +10% | +$118K | 1.04% | 27 |
|
|
2021
Q2 | $1.17M | Buy |
7,506
+46
| +0.6% | +$7.22K | 0.87% | 31 |
|
|
2021
Q1 | $1.14M | Buy |
7,460
+3
| +0% | +$432 | 1.03% | 26 |
|
|
2020
Q4 | $948K | Sell |
7,457
-4,960
| -40% | -$554K | 0.82% | 30 |
|
|
2020
Q3 | $1.2M | Sell |
12,417
-116
| -0.9% | -$11.4K | 0.97% | 32 |
|
|
2020
Q2 | $1.18M | Sell |
12,533
-8
| -0.1% | -$759 | 0.99% | 31 |
|
|
2020
Q1 | $1.13M | Sell |
12,541
-198
| -2% | -$24.1K | 1.18% | 28 |
|
|
2019
Q4 | $1.78M | Buy |
12,739
+416
| +3% | +$53.4K | 1.07% | 24 |
|
|
2019
Q3 | $1.45M | Buy |
12,323
+206
| +2% | +$23.3K | 0.87% | 34 |
|
|
2019
Q2 | $1.35M | Buy |
12,117
+1,621
| +15% | +$179K | 0.75% | 36 |
|
|
2019
Q1 | $1.06M | Sell |
10,496
-124
| -1% | -$12.8K | 0.63% | 48 |
|
|
2018
Q4 | $1.04M | Sell |
10,620
-625
| -6% | -$66.6K | 0.7% | 41 |
|
|
2018
Q3 | $1.27M | Sell |
11,245
-25
| -0.2% | -$2.84K | 0.67% | 48 |
|
|
2018
Q2 | $1.17M | Buy |
11,270
+50
| +0.4% | +$5.49K | 0.63% | 51 |
|
|
2018
Q1 | $1.23M | Buy |
11,220
+99
| +0.9% | +$11.2K | 0.73% | 47 |
|
|
2017
Q4 | $1.19M | Sell |
11,121
-594
| -5% | -$60.1K | 0.66% | 48 |
|
|
2017
Q3 | $1.12M | Sell |
11,715
-100
| -0.8% | -$9.22K | 0.63% | 52 |
|
|
2017
Q2 | $1.08M | Sell |
11,815
-121
| -1% | -$10.4K | 0.63% | 52 |
|
|
2017
Q1 | $1.05M | Sell |
11,936
-75
| -0.6% | -$6.62K | 0.56% | 61 |
|
|
2016
Q4 | $1.04M | Sell |
12,011
-124
| -1% | -$9.46K | 0.58% | 61 |
|
|
2016
Q3 | $808K | Buy |
+12,135
| New | +$791K | 0.32% | 73 |
|
Other funds holding JPM
VCM
VPM
