Philadelphia Trust Company’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 | $9.97M | Sell |
34,388
-50
| -0.1% | -$14.5K | 0.76% | 31 |
|
|
2025
Q1 | $8.45M | Sell |
34,438
-1,527
| -4% | -$375K | 0.72% | 39 |
|
|
2024
Q4 | $8.62M | Sell |
35,965
-1,852
| -5% | -$444K | 0.63% | 39 |
|
|
2024
Q3 | $7.97M | Sell |
37,817
-446
| -1% | -$94K | 0.58% | 44 |
|
|
2024
Q2 | $7.74M | Buy |
38,263
+199
| +0.5% | +$40.2K | 0.6% | 43 |
|
|
2024
Q1 | $7.62M | Buy |
38,064
+1,710
| +5% | +$343K | 0.61% | 46 |
|
|
2023
Q4 | $6.18M | Sell |
36,354
-1,798
| -5% | -$306K | 0.58% | 50 |
|
|
2023
Q3 | $5.53M | Buy |
38,152
+90
| +0.2% | +$13.1K | 0.57% | 53 |
|
|
2023
Q2 | $5.54M | Sell |
38,062
-3,330
| -8% | -$484K | 0.52% | 57 |
|
|
2023
Q1 | $5.39M | Sell |
41,392
-24,715
| -37% | -$3.22M | 0.55% | 55 |
|
|
2022
Q4 | $8.87M | Buy |
66,107
+23,530
| +55% | +$3.16M | 0.95% | 25 |
|
|
2022
Q3 | $4.45M | Sell |
42,577
-3,265
| -7% | -$341K | 0.5% | 58 |
|
|
2022
Q2 | $5.16M | Sell |
45,842
-12,369
| -21% | -$1.39M | 0.53% | 50 |
|
|
2022
Q1 | $7.94M | Sell |
58,211
-12,806
| -18% | -$1.75M | 0.63% | 43 |
|
|
2021
Q4 | $11.2M | Buy |
71,017
+13,513
| +23% | +$2.14M | 0.81% | 36 |
|
|
2021
Q3 | $9.41M | Sell |
57,504
-1,563
| -3% | -$256K | 0.69% | 44 |
|
|
2021
Q2 | $9.19M | Buy |
59,067
+400
| +0.7% | +$62.2K | 0.63% | 43 |
|
|
2021
Q1 | $8.93M | Buy |
58,667
+400
| +0.7% | +$60.9K | 0.69% | 40 |
|
|
2020
Q4 | $7.4M | Buy |
58,267
+274
| +0.5% | +$34.8K | 0.6% | 44 |
|
|
2020
Q3 | $5.58M | Buy |
57,993
+1,602
| +3% | +$154K | 0.54% | 44 |
|
|
2020
Q2 | $5.3M | Buy |
56,391
+28,343
| +101% | +$2.67M | 0.56% | 46 |
|
|
2020
Q1 | $2.53M | Sell |
28,048
-2,675
| -9% | -$241K | 0.32% | 57 |
|
|
2019
Q4 | $4.28M | Buy |
30,723
+1,173
| +4% | +$164K | 0.37% | 69 |
|
|
2019
Q3 | $3.48M | Buy |
29,550
+849
| +3% | +$99.9K | 0.32% | 71 |
|
|
2019
Q2 | $3.21M | Sell |
28,701
-15
| -0.1% | -$1.68K | 0.28% | 77 |
|
|
2019
Q1 | $2.91M | Sell |
28,716
-31,038
| -52% | -$3.14M | 0.26% | 77 |
|
|
2018
Q4 | $5.83M | Buy |
59,754
+38,157
| +177% | +$3.72M | 0.62% | 53 |
|
|
2018
Q3 | $2.44M | Buy |
21,597
+258
| +1% | +$29.1K | 0.2% | 82 |
|
|
2018
Q2 | $2.22M | Buy |
21,339
+549
| +3% | +$57.2K | 0.2% | 84 |
|
|
2018
Q1 | $2.29M | Sell |
20,790
-1,060
| -5% | -$117K | 0.19% | 83 |
|
|
2017
Q4 | $2.34M | Sell |
21,850
-11,734
| -35% | -$1.26M | 0.18% | 84 |
|
|
2017
Q3 | $3.21M | Sell |
33,584
-12,361
| -27% | -$1.18M | 0.26% | 79 |
|
|
2017
Q2 | $4.2M | Sell |
45,945
-2,693
| -6% | -$246K | 0.36% | 64 |
|
|
2017
Q1 | $4.27M | Buy |
48,638
+1,946
| +4% | +$171K | 0.35% | 68 |
|
|
2016
Q4 | $4.03M | Buy |
46,692
+555
| +1% | +$47.9K | 0.32% | 71 |
|
|
2016
Q3 | $3.07M | Sell |
46,137
-144
| -0.3% | -$9.59K | 0.27% | 73 |
|
|
2016
Q2 | $2.88M | Sell |
46,281
-210,500
| -82% | -$13.1M | 0.25% | 74 |
|
|
2016
Q1 | $15.2M | Sell |
256,781
-2,561
| -1% | -$152K | 1.3% | 35 |
|
|
2015
Q4 | $17.2M | Sell |
259,342
-7,565
| -3% | -$500K | 1.44% | 30 |
|
|
2015
Q3 | $16.3M | Buy |
266,907
+241,523
| +951% | +$14.7M | 1.47% | 31 |
|
|
2015
Q2 | $375K | Sell |
25,384
-351,661
| -93% | -$5.19M | 1.38% | 22 |
|
|
2015
Q1 | $22.8M | Sell |
377,045
-10,201
| -3% | -$618K | 1.74% | 19 |
|
|
2014
Q4 | $24.2M | Sell |
387,246
-221,381
| -36% | -$13.9M | 1.95% | 18 |
|
|
2014
Q3 | $36.7M | Sell |
608,627
-51,671
| -8% | -$3.11M | 2.28% | 11 |
|
|
2014
Q2 | $38M | Sell |
660,298
-21,473
| -3% | -$1.24M | 2.36% | 15 |
|
|
2014
Q1 | $41.4M | Buy |
681,771
+94,684
| +16% | +$5.75M | 2.61% | 7 |
|
|
2013
Q4 | $34.3M | Buy |
587,087
+97,837
| +20% | +$5.72M | 2.19% | 15 |
|
|
2013
Q3 | $25.3M | Sell |
489,250
-4,305
| -0.9% | -$223K | 1.75% | 26 |
|
|
2013
Q2 | $26.1M | Buy |
+493,555
| New | +$26.1M | 1.95% | 25 |
|