Godshalk Welsh Capital Management’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 | $2.87M | Sell |
9,905
-145
| -1% | -$42K | 1.77% | 11 |
|
|
2025
Q1 | $2.47M | Sell |
10,050
-170
| -2% | -$41.7K | 1.61% | 16 |
|
|
2024
Q4 | $2.45M | Sell |
10,220
-125
| -1% | -$30K | 1.58% | 15 |
|
|
2024
Q3 | $2.18M | Sell |
10,345
-200
| -2% | -$42.2K | 1.38% | 18 |
|
|
2024
Q2 | $2.13M | Sell |
10,545
-105
| -1% | -$21.2K | 1.42% | 17 |
|
|
2024
Q1 | $2.13M | Buy |
10,650
+75
| +0.7% | +$15K | 1.43% | 18 |
|
|
2023
Q4 | $1.8M | Buy |
10,575
+150
| +1% | +$25.5K | 1.29% | 22 |
|
|
2023
Q3 | $1.51M | Sell |
10,425
-900
| -8% | -$131K | 1.14% | 27 |
|
|
2023
Q2 | $1.65M | Sell |
11,325
-200
| -2% | -$29.1K | 1.13% | 29 |
|
|
2023
Q1 | $1.5M | Sell |
11,525
-50
| -0.4% | -$6.52K | 1.06% | 31 |
|
|
2022
Q4 | $1.55M | Sell |
11,575
-259
| -2% | -$34.7K | 1.13% | 28 |
|
|
2022
Q3 | $1.24M | Buy |
11,834
+293
| +3% | +$30.6K | 0.91% | 44 |
|
|
2022
Q2 | $1.3M | Sell |
11,541
-100
| -0.9% | -$11.3K | 0.93% | 40 |
|
|
2022
Q1 | $1.59M | Sell |
11,641
-134
| -1% | -$18.3K | 0.98% | 38 |
|
|
2021
Q4 | $1.87M | Buy |
11,775
+50
| +0.4% | +$7.92K | 1.06% | 35 |
|
|
2021
Q3 | $1.92M | Sell |
11,725
-125
| -1% | -$20.5K | 1.2% | 31 |
|
|
2021
Q2 | $1.79M | Sell |
11,850
-100
| -0.8% | -$15.1K | 1.11% | 34 |
|
|
2021
Q1 | $1.82M | Buy |
11,950
+175
| +1% | +$26.6K | 1.27% | 29 |
|
|
2020
Q4 | $1.5M | Buy |
11,775
+580
| +5% | +$73.7K | 1.1% | 32 |
|
|
2020
Q3 | $1.08M | Buy |
11,195
+1,460
| +15% | +$141K | 0.91% | 39 |
|
|
2020
Q2 | $916K | Buy |
9,735
+1,975
| +25% | +$186K | 0.86% | 45 |
|
|
2020
Q1 | $699K | Sell |
7,760
-150
| -2% | -$13.5K | 0.76% | 52 |
|
|
2019
Q4 | $1.1M | Sell |
7,910
-150
| -2% | -$20.9K | 0.91% | 45 |
|
|
2019
Q3 | $949K | Buy |
8,060
+310
| +4% | +$36.5K | 0.84% | 49 |
|
|
2019
Q2 | $866K | Sell |
7,750
-100
| -1% | -$11.2K | 0.8% | 50 |
|
|
2019
Q1 | $795K | Buy |
7,850
+450
| +6% | +$45.6K | 0.76% | 51 |
|
|
2018
Q4 | $722K | Buy |
7,400
+100
| +1% | +$9.76K | 0.81% | 48 |
|
|
2018
Q3 | $824K | Sell |
7,300
-1,000
| -12% | -$113K | 0.8% | 47 |
|
|
2018
Q2 | $865K | Hold |
8,300
| – | – | 0.91% | 42 |
|
|
2018
Q1 | $913K | Hold |
8,300
| – | – | 0.98% | 38 |
|
|
2017
Q4 | $888K | Sell |
8,300
-567
| -6% | -$60.7K | 0.9% | 41 |
|
|
2017
Q3 | $847K | Hold |
8,867
| – | – | 0.85% | 42 |
|
|
2017
Q2 | $810K | Hold |
8,867
| – | – | 0.8% | 49 |
|
|
2017
Q1 | $779K | Hold |
8,867
| – | – | 0.77% | 47 |
|
|
2016
Q4 | $765K | Sell |
8,867
-200
| -2% | -$17.3K | 0.78% | 46 |
|
|
2016
Q3 | $604K | Buy |
9,067
+250
| +3% | +$16.7K | 0.62% | 63 |
|
|
2016
Q2 | $548K | Hold |
8,817
| – | – | 0.58% | 68 |
|
|
2016
Q1 | $522K | Buy |
8,817
+300
| +4% | +$17.8K | 0.54% | 73 |
|
|
2015
Q4 | $562K | Hold |
8,517
| – | – | 0.59% | 67 |
|
|
2015
Q3 | $519K | Buy |
8,517
+567
| +7% | +$34.6K | 0.57% | 70 |
|
|
2015
Q2 | $539K | Hold |
7,950
| – | – | 0.55% | 70 |
|
|
2015
Q1 | $482K | Hold |
7,950
| – | – | 0.49% | 77 |
|
|
2014
Q4 | $498K | Buy |
+7,950
| New | +$498K | 0.45% | 80 |
|