JP Morgan Chase’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $192K | Sell |
6,231
-4,477
| -42% | -$145K | ﹤0.01% | 5491 |
|
|
2025
Q4 | $341K | Sell |
10,708
-5,937
| -36% | -$190K | ﹤0.01% | 5256 |
|
|
2025
Q3 | $506K | Buy |
16,645
+9,294
| +126% | +$288K | ﹤0.01% | 5032 |
|
|
2025
Q2 | $232K | Sell |
7,351
-7,708
| -51% | -$257K | ﹤0.01% | 5163 |
|
|
2025
Q1 | $522K | Sell |
15,059
-30,266
| -67% | -$985K | ﹤0.01% | 4743 |
|
|
2024
Q4 | $1.48M | Buy |
45,325
+14,957
| +49% | +$533K | ﹤0.01% | 4362 |
|
|
2024
Q3 | $1.14M | Buy |
30,368
+13,339
| +78% | +$518K | ﹤0.01% | 4387 |
|
|
2024
Q2 | $632K | Sell |
17,029
-15,765
| -48% | -$572K | ﹤0.01% | 4549 |
|
|
2024
Q1 | $1.19M | Buy |
32,794
+15,379
| +88% | +$554K | ﹤0.01% | 4216 |
|
|
2023
Q4 | $673K | Buy |
17,415
+5,116
| +42% | +$193K | ﹤0.01% | 4595 |
|
|
2023
Q3 | $461K | Sell |
12,299
-2,090
| -15% | -$85.4K | ﹤0.01% | 4534 |
|
|
2023
Q2 | $594K | Buy |
14,389
+1,349
| +10% | +$58.5K | ﹤0.01% | 4391 |
|
|
2023
Q1 | $583K | Buy |
13,040
+1,676
| +15% | +$74.9K | ﹤0.01% | 4393 |
|
|
2022
Q4 | $511K | Buy |
11,364
+1,721
| +18% | +$74.8K | ﹤0.01% | 4504 |
|
|
2022
Q3 | $370K | Buy |
9,643
+167
| +2% | +$7.16K | ﹤0.01% | 4636 |
|
|
2022
Q2 | $383K | Sell |
9,476
-2,251
| -19% | -$91.1K | ﹤0.01% | 4725 |
|
|
2022
Q1 | $528K | Sell |
11,727
-14,202
| -55% | -$634K | ﹤0.01% | 4667 |
|
|
2021
Q4 | $1.29M | Buy |
25,929
+7,604
| +41% | +$363K | ﹤0.01% | 4202 |
|
|
2021
Q3 | $801K | Sell |
18,325
-12,104
| -40% | -$580K | ﹤0.01% | 4462 |
|
|
2021
Q2 | $1.38M | Sell |
30,429
-10,277
| -25% | -$510K | ﹤0.01% | 4063 |
|
|
2021
Q1 | $1.99M | Buy |
40,706
+1,829
| +5% | +$83.4K | ﹤0.01% | 3728 |
|
|
2020
Q4 | $1.81M | Buy |
38,877
+24,644
| +173% | +$1.13M | ﹤0.01% | 3550 |
|
|
2020
Q3 | $611K | Sell |
14,233
-490
| -3% | -$22.4K | ﹤0.01% | 3891 |
|
|
2020
Q2 | $706K | Sell |
14,723
-19,151
| -57% | -$830K | ﹤0.01% | 3701 |
|
|
2020
Q1 | $1.47M | Buy |
33,874
+11,674
| +53% | +$530K | ﹤0.01% | 3167 |
|
|
2019
Q4 | $1.02M | Buy |
22,200
+16,927
| +321% | +$742K | ﹤0.01% | 3840 |
|
|
2019
Q3 | $231K | Buy |
5,273
+687
| +15% | +$25.9K | ﹤0.01% | 4569 |
|
|
2019
Q2 | $159K | Sell |
4,586
-3,149
| -41% | -$108K | ﹤0.01% | 4751 |
|
|
2019
Q1 | $265K | Sell |
7,735
-3,877
| -33% | -$130K | ﹤0.01% | 4500 |
|
|
2018
Q4 | $372K | Buy |
11,612
+3,684
| +46% | +$118K | ﹤0.01% | 4283 |
|
|
2018
Q3 | $241K | Sell |
7,928
-4,364
| -36% | -$135K | ﹤0.01% | 4615 |
|
|
2018
Q2 | $391K | Buy |
12,292
+5,706
| +87% | +$183K | ﹤0.01% | 4283 |
|
|
2018
Q1 | $204K | Buy |
6,586
+1,918
| +41% | +$59.2K | ﹤0.01% | 4364 |
|
|
2017
Q4 | $159K | Buy |
4,668
+2,768
| +146% | +$97.5K | ﹤0.01% | 4505 |
|
|
2017
Q3 | $67K | Hold |
1,900
| – | – | ﹤0.01% | 4411 |
|
|
2017
Q2 | $66K | Sell |
1,900
-14,237
| -88% | -$501K | ﹤0.01% | 4286 |
|
|
2017
Q1 | $566K | Buy |
16,137
+451
| +3% | +$16K | ﹤0.01% | 3654 |
|
|
2016
Q4 | $599K | Buy |
15,686
+15,224
| +3,295% | +$515K | ﹤0.01% | 3673 |
|
|
2016
Q3 | $14K | Sell |
462
-14
| -3% | -$418 | ﹤0.01% | 4253 |
|
|
2016
Q2 | $15K | Buy |
476
+184
| +63% | +$5.44K | ﹤0.01% | 4278 |
|
|
2016
Q1 | $9K | Sell |
292
-343
| -54% | -$9.4K | ﹤0.01% | 4274 |
|
|
2015
Q4 | $16K | Buy |
+635
| New | +$15K | ﹤0.01% | 4117 |
|
Other funds holding YORW
ZP
VCM
VPM