Godshalk Welsh Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.06M | Sell |
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|
2025
Q2 | $2.87M | Sell |
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|
2025
Q1 | $2.47M | Sell |
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|
2024
Q4 | $2.45M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.92M | Sell |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $916K | Buy |
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|
2020
Q1 | $699K | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $949K | Buy |
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|
2019
Q2 | $866K | Sell |
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|
2019
Q1 | $795K | Buy |
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|
2018
Q4 | $722K | Buy |
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|
2018
Q3 | $824K | Sell |
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|
2018
Q2 | $865K | Hold |
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|
2018
Q1 | $913K | Hold |
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|
2017
Q4 | $888K | Sell |
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|
2017
Q3 | $847K | Hold |
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|
2017
Q2 | $810K | Hold |
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|
2017
Q1 | $779K | Hold |
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|
2016
Q4 | $765K | Sell |
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|
2016
Q3 | $604K | Buy |
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|
2016
Q2 | $548K | Hold |
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|
2016
Q1 | $522K | Buy |
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|
2015
Q4 | $562K | Hold |
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|
2015
Q3 | $519K | Buy |
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|
2015
Q2 | $539K | Hold |
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|
2015
Q1 | $482K | Hold |
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|
2014
Q4 | $498K | Buy |
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