JPMorgan Chase & Co’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
592,167
-388,366
| -40% | -$14.4M | ﹤0.01% | 1681 |
|
|
2025
Q1 | $38.8M | Buy |
980,533
+398,344
| +68% | +$15.7M | ﹤0.01% | 1306 |
|
|
2024
Q4 | $21.1M | Sell |
582,189
-371,795
| -39% | -$13.5M | ﹤0.01% | 1705 |
|
|
2024
Q3 | $36.8M | Buy |
953,984
+237,096
| +33% | +$9.14M | ﹤0.01% | 1352 |
|
|
2024
Q2 | $26.8M | Buy |
716,888
+41,059
| +6% | +$1.53M | ﹤0.01% | 1474 |
|
|
2024
Q1 | $25M | Buy |
675,829
+6,217
| +0.9% | +$230K | ﹤0.01% | 1558 |
|
|
2023
Q4 | $25M | Sell |
669,612
-177,598
| -21% | -$6.63M | ﹤0.01% | 1482 |
|
|
2023
Q3 | $29.1M | Sell |
847,210
-123,559
| -13% | -$4.24M | ﹤0.01% | 1283 |
|
|
2023
Q2 | $38.7M | Buy |
970,769
+321,147
| +49% | +$12.8M | ﹤0.01% | 1134 |
|
|
2023
Q1 | $28.4M | Buy |
649,622
+179,654
| +38% | +$7.84M | ﹤0.01% | 1254 |
|
|
2022
Q4 | $22.4M | Sell |
469,968
-28,120
| -6% | -$1.34M | ﹤0.01% | 1361 |
|
|
2022
Q3 | $20.6M | Sell |
498,088
-14,356
| -3% | -$594K | ﹤0.01% | 1374 |
|
|
2022
Q2 | $23.5M | Sell |
512,444
-32,557
| -6% | -$1.49M | ﹤0.01% | 1333 |
|
|
2022
Q1 | $27.9M | Sell |
545,001
-38,568
| -7% | -$1.97M | ﹤0.01% | 1336 |
|
|
2021
Q4 | $31.3M | Buy |
583,569
+71,448
| +14% | +$3.84M | ﹤0.01% | 1296 |
|
|
2021
Q3 | $23.6M | Sell |
512,121
-47,660
| -9% | -$2.2M | ﹤0.01% | 1438 |
|
|
2021
Q2 | $25.6M | Sell |
559,781
-119,012
| -18% | -$5.44M | ﹤0.01% | 1453 |
|
|
2021
Q1 | $30.4M | Buy |
678,793
+139,386
| +26% | +$6.24M | ﹤0.01% | 1315 |
|
|
2020
Q4 | $25.5M | Buy |
539,407
+103,095
| +24% | +$4.88M | ﹤0.01% | 1287 |
|
|
2020
Q3 | $17.4M | Buy |
436,312
+137,016
| +46% | +$5.45M | ﹤0.01% | 1402 |
|
|
2020
Q2 | $12.6M | Buy |
299,296
+75,941
| +34% | +$3.21M | ﹤0.01% | 1545 |
|
|
2020
Q1 | $9.09M | Sell |
223,355
-84,474
| -27% | -$3.44M | ﹤0.01% | 1629 |
|
|
2019
Q4 | $14.4M | Sell |
307,829
-151,578
| -33% | -$7.11M | ﹤0.01% | 1539 |
|
|
2019
Q3 | $20.6M | Buy |
459,407
+306,304
| +200% | +$13.7M | ﹤0.01% | 1346 |
|
|
2019
Q2 | $6.19M | Buy |
153,103
+31,019
| +25% | +$1.25M | ﹤0.01% | 2006 |
|
|
2019
Q1 | $4.45M | Sell |
122,084
-7,607
| -6% | -$277K | ﹤0.01% | 2163 |
|
|
2018
Q4 | $4.43M | Sell |
129,691
-173,133
| -57% | -$5.92M | ﹤0.01% | 2171 |
|
|
2018
Q3 | $11.2M | Sell |
302,824
-96,600
| -24% | -$3.56M | ﹤0.01% | 1784 |
|
|
2018
Q2 | $14.1M | Buy |
399,424
+99,612
| +33% | +$3.5M | ﹤0.01% | 1618 |
|
|
2018
Q1 | $10.2M | Sell |
299,812
-56,513
| -16% | -$1.92M | ﹤0.01% | 1773 |
|
|
2017
Q4 | $14M | Buy |
356,325
+82,992
| +30% | +$3.26M | ﹤0.01% | 1601 |
|
|
2017
Q3 | $9.09M | Buy |
273,333
+147,528
| +117% | +$4.91M | ﹤0.01% | 1792 |
|
|
2017
Q2 | $4.19M | Sell |
125,805
-21,247
| -14% | -$707K | ﹤0.01% | 2221 |
|
|
2017
Q1 | $4.73M | Buy |
147,052
+19,842
| +16% | +$638K | ﹤0.01% | 2130 |
|
|
2016
Q4 | $3.82M | Buy |
127,210
+71,982
| +130% | +$2.16M | ﹤0.01% | 2321 |
|
|
2016
Q3 | $1.68M | Sell |
55,228
-109,704
| -67% | -$3.35M | ﹤0.01% | 2551 |
|
|
2016
Q2 | $5.88M | Buy |
164,932
+50,685
| +44% | +$1.81M | ﹤0.01% | 1925 |
|
|
2016
Q1 | $3.64M | Buy |
114,247
+23,158
| +25% | +$737K | ﹤0.01% | 2111 |
|
|
2015
Q4 | $2.71M | Buy |
91,089
+9,608
| +12% | +$286K | ﹤0.01% | 2239 |
|
|
2015
Q3 | $2.16M | Sell |
81,481
-477,883
| -85% | -$12.7M | ﹤0.01% | 2330 |
|
|
2015
Q2 | $13.7M | Sell |
559,364
-85,294
| -13% | -$2.09M | ﹤0.01% | 1495 |
|
|
2015
Q1 | $17M | Buy |
644,658
+105,925
| +20% | +$2.79M | ﹤0.01% | 1406 |
|
|
2014
Q4 | $14.4M | Sell |
538,733
-66,948
| -11% | -$1.79M | ﹤0.01% | 1475 |
|
|
2014
Q3 | $14.3M | Sell |
605,681
-8,282
| -1% | -$195K | ﹤0.01% | 1463 |
|
|
2014
Q2 | $16.1M | Buy |
613,963
+185,100
| +43% | +$4.85M | ﹤0.01% | 1431 |
|
|
2014
Q1 | $10.8M | Buy |
428,863
+298,255
| +228% | +$7.48M | ﹤0.01% | 1657 |
|
|
2013
Q4 | $3.08M | Sell |
130,608
-6,747
| -5% | -$159K | ﹤0.01% | 2285 |
|
|
2013
Q3 | $3.4M | Buy |
137,355
+38,506
| +39% | +$953K | ﹤0.01% | 2261 |
|
|
2013
Q2 | $2.48M | Buy |
+98,849
| New | +$2.48M | ﹤0.01% | 2403 |
|