McKinley Carter Wealth Services’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 | $7.79M | Buy |
26,884
+951
| +4% | +$276K | 0.43% | 55 |
|
|
2025
Q1 | $6.36M | Sell |
25,933
-104
| -0.4% | -$25.5K | 0.39% | 54 |
|
|
2024
Q4 | $6.24M | Sell |
26,037
-411
| -2% | -$98.5K | 0.38% | 59 |
|
|
2024
Q3 | $5.58M | Buy |
26,448
+2,129
| +9% | +$449K | 0.34% | 64 |
|
|
2024
Q2 | $4.92M | Sell |
24,319
-375
| -2% | -$75.8K | 0.31% | 68 |
|
|
2024
Q1 | $4.95M | Sell |
24,694
-3,218
| -12% | -$645K | 0.33% | 66 |
|
|
2023
Q4 | $4.75M | Sell |
27,912
-1,355
| -5% | -$230K | 0.35% | 66 |
|
|
2023
Q3 | $4.24M | Sell |
29,267
-26
| -0.1% | -$3.77K | 0.34% | 58 |
|
|
2023
Q2 | $4.26M | Buy |
29,293
+880
| +3% | +$128K | 0.32% | 60 |
|
|
2023
Q1 | $3.7M | Buy |
28,413
+1,296
| +5% | +$169K | 0.29% | 66 |
|
|
2022
Q4 | $3.64M | Buy |
27,117
+2,419
| +10% | +$324K | 0.31% | 70 |
|
|
2022
Q3 | $2.58M | Buy |
24,698
+23
| +0.1% | +$2.4K | 0.24% | 77 |
|
|
2022
Q2 | $2.78M | Buy |
24,675
+512
| +2% | +$57.7K | 0.25% | 76 |
|
|
2022
Q1 | $3.29M | Buy |
24,163
+1,123
| +5% | +$153K | 0.26% | 72 |
|
|
2021
Q4 | $3.65M | Buy |
23,040
+585
| +3% | +$92.6K | 0.27% | 72 |
|
|
2021
Q3 | $3.68M | Buy |
22,455
+950
| +4% | +$156K | 0.3% | 69 |
|
|
2021
Q2 | $3.35M | Sell |
21,505
-819
| -4% | -$127K | 0.28% | 74 |
|
|
2021
Q1 | $3.4M | Buy |
22,324
+744
| +3% | +$113K | 0.29% | 74 |
|
|
2020
Q4 | $2.74M | Buy |
21,580
+6,011
| +39% | +$764K | 0.36% | 77 |
|
|
2020
Q3 | $1.5M | Buy |
15,569
+1,338
| +9% | +$129K | 0.34% | 59 |
|
|
2020
Q2 | $1.34M | Sell |
14,231
-754
| -5% | -$70.9K | 0.33% | 61 |
|
|
2020
Q1 | $1.35M | Buy |
14,985
+140
| +0.9% | +$12.6K | 0.4% | 53 |
|
|
2019
Q4 | $2.07M | Buy |
14,845
+1,892
| +15% | +$264K | 0.48% | 49 |
|
|
2019
Q3 | $1.52M | Buy |
12,953
+4,283
| +49% | +$504K | 0.39% | 57 |
|
|
2019
Q2 | $969K | Buy |
8,670
+249
| +3% | +$27.8K | 0.26% | 74 |
|
|
2019
Q1 | $852K | Sell |
8,421
-86
| -1% | -$8.7K | 0.24% | 79 |
|
|
2018
Q4 | $831K | Sell |
8,507
-630
| -7% | -$61.5K | 0.27% | 74 |
|
|
2018
Q3 | $1.03M | Buy |
9,137
+70
| +0.8% | +$7.9K | 0.31% | 66 |
|
|
2018
Q2 | $945K | Sell |
9,067
-78
| -0.9% | -$8.13K | 0.3% | 68 |
|
|
2018
Q1 | $1.01M | Buy |
9,145
+1
| +0% | +$110 | 0.33% | 64 |
|
|
2017
Q4 | $978K | Sell |
9,144
-1,328
| -13% | -$142K | 0.34% | 64 |
|
|
2017
Q3 | $1M | Buy |
10,472
+4
| +0% | +$382 | 0.38% | 59 |
|
|
2017
Q2 | $957K | Sell |
10,468
-1,177
| -10% | -$108K | 0.42% | 54 |
|
|
2017
Q1 | $1.02M | Buy |
11,645
+3
| +0% | +$264 | 0.48% | 51 |
|
|
2016
Q4 | $1.01M | Sell |
11,642
-65
| -0.6% | -$5.61K | 0.51% | 52 |
|
|
2016
Q3 | $780K | Sell |
11,707
-88
| -0.7% | -$5.86K | 0.4% | 58 |
|
|
2016
Q2 | $733K | Sell |
11,795
-1,064
| -8% | -$66.1K | 0.38% | 58 |
|
|
2016
Q1 | $762K | Buy |
12,859
+378
| +3% | +$22.4K | 0.42% | 62 |
|
|
2015
Q4 | $824K | Buy |
12,481
+1
| +0% | +$66 | 0.47% | 57 |
|
|
2015
Q3 | $761K | Sell |
12,480
-10,309
| -45% | -$629K | 0.47% | 58 |
|
|
2015
Q2 | $1.54M | Buy |
22,789
+10,003
| +78% | +$678K | 0.84% | 44 |
|
|
2015
Q1 | $775K | Sell |
12,786
-176
| -1% | -$10.7K | 0.5% | 55 |
|
|
2014
Q4 | $811K | Buy |
12,962
+2,034
| +19% | +$127K | 0.63% | 50 |
|
|
2014
Q3 | $658K | Sell |
10,928
-1,848
| -14% | -$111K | 0.62% | 45 |
|
|
2014
Q2 | $736K | Sell |
12,776
-513
| -4% | -$29.6K | 0.78% | 40 |
|
|
2014
Q1 | $807K | Sell |
13,289
-13,106
| -50% | -$796K | 0.88% | 42 |
|
|
2013
Q4 | $1.54M | Sell |
26,395
-11,626
| -31% | -$680K | 1.5% | 18 |
|
|
2013
Q3 | $1.97M | Buy |
38,021
+4,133
| +12% | +$214K | 2.33% | 16 |
|
|
2013
Q2 | $1.79M | Buy |
+33,888
| New | +$1.79M | 2.7% | 14 |
|