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Godshalk Welsh Capital Management’s JPMorgan Chase JPM Stock Holding History

Godshalk Welsh Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.79M Sell
9,495
-85
-0.9% -$25.8K 1.62% 19
2025
Q4 		$3.09M Sell
9,580
-110
-1% -$34.1K 1.76% 14
2025
Q3 		$3.06M Sell
9,690
-215
-2% -$63.9K 1.75% 11
2025
Q2 		$2.87M Sell
9,905
-145
-1% -$37K 1.77% 11
2025
Q1 		$2.47M Sell
10,050
-170
-2% -$43.3K 1.61% 16
2024
Q4 		$2.45M Sell
10,220
-125
-1% -$29.1K 1.58% 15
2024
Q3 		$2.18M Sell
10,345
-200
-2% -$42.1K 1.38% 18
2024
Q2 		$2.13M Sell
10,545
-105
-1% -$20.5K 1.42% 17
2024
Q1 		$2.13M Buy
10,650
+75
+0.7% +$13.5K 1.43% 18
2023
Q4 		$1.8M Buy
10,575
+150
+1% +$22.7K 1.29% 22
2023
Q3 		$1.51M Sell
10,425
-900
-8% -$135K 1.14% 27
2023
Q2 		$1.65M Sell
11,325
-200
-2% -$27.5K 1.13% 29
2023
Q1 		$1.5M Sell
11,525
-50
-0.4% -$6.85K 1.06% 31
2022
Q4 		$1.55M Sell
11,575
-259
-2% -$32.8K 1.13% 28
2022
Q3 		$1.24M Buy
11,834
+293
+3% +$33.6K 0.91% 44
2022
Q2 		$1.3M Sell
11,541
-100
-0.9% -$12.4K 0.93% 40
2022
Q1 		$1.59M Sell
11,641
-134
-1% -$19.8K 0.98% 38
2021
Q4 		$1.86M Buy
11,775
+50
+0.4% +$8.21K 1.06% 35
2021
Q3 		$1.92M Sell
11,725
-125
-1% -$19.6K 1.2% 31
2021
Q2 		$1.79M Sell
11,850
-100
-0.8% -$15.7K 1.11% 34
2021
Q1 		$1.82M Buy
11,950
+175
+1% +$25.2K 1.27% 29
2020
Q4 		$1.5M Buy
11,775
+580
+5% +$64.8K 1.1% 32
2020
Q3 		$1.08M Buy
11,195
+1,460
+15% +$143K 0.91% 39
2020
Q2 		$916K Buy
9,735
+1,975
+25% +$187K 0.86% 45
2020
Q1 		$699K Sell
7,760
-150
-2% -$18.2K 0.76% 52
2019
Q4 		$1.1M Sell
7,910
-150
-2% -$19.2K 0.91% 45
2019
Q3 		$949K Buy
8,060
+310
+4% +$35.1K 0.84% 49
2019
Q2 		$866K Sell
7,750
-100
-1% -$11K 0.8% 50
2019
Q1 		$795K Buy
7,850
+450
+6% +$46.4K 0.76% 51
2018
Q4 		$722K Buy
7,400
+100
+1% +$10.7K 0.81% 48
2018
Q3 		$824K Sell
7,300
-1,000
-12% -$114K 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% -$57.4K 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% -$15.3K 0.78% 46
2016
Q3 		$604K Buy
9,067
+250
+3% +$16.3K 0.62% 63
2016
Q2 		$548K Hold
8,817
– – 0.58% 68
2016
Q1 		$522K Buy
8,817
+300
+4% +$17.5K 0.54% 73
2015
Q4 		$562K Hold
8,517
– – 0.59% 67
2015
Q3 		$519K Buy
8,517
+567
+7% +$37.1K 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 +$478K 0.45% 80

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Godshalk Welsh Capital Management's JPM Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its JPMorgan Chase (JPM) stake by 0.89% in Q1 2026, selling an estimated $25.8K and leaving 9,495 shares worth $2.79M. The position accounts for 1.62% of the portfolio, ranked #19.

Godshalk Welsh Capital Management first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.09M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Godshalk Welsh Capital Management held 9,495 shares of JPMorgan Chase worth $2.79M as of Q1 2026.
  • Godshalk Welsh Capital Management sold 85 JPMorgan Chase shares in Q1 2026, an estimated $25.8K.
  • JPMorgan Chase made up 1.62% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #19 holding.
  • Godshalk Welsh Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
  • Godshalk Welsh Capital Management's JPMorgan Chase position peaked at $3.09M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.