Rench Wealth Management’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 | $14.6M | Sell |
50,333
-45
| -0.1% | -$13K | 4.62% | 5 |
|
|
2025
Q1 | $12.4M | Sell |
50,378
-390
| -0.8% | -$95.7K | 4.27% | 5 |
|
|
2024
Q4 | $12.2M | Sell |
50,768
-207
| -0.4% | -$49.6K | 4.15% | 5 |
|
|
2024
Q3 | $10.7M | Sell |
50,975
-408
| -0.8% | -$86K | 3.69% | 5 |
|
|
2024
Q2 | $10.4M | Sell |
51,383
-1,610
| -3% | -$326K | 3.73% | 5 |
|
|
2024
Q1 | $10.6M | Sell |
52,993
-558
| -1% | -$112K | 4.07% | 5 |
|
|
2023
Q4 | $9.11M | Sell |
53,551
-401
| -0.7% | -$68.2K | 3.84% | 6 |
|
|
2023
Q3 | $7.82M | Sell |
53,952
-9
| -0% | -$1.31K | 3.6% | 7 |
|
|
2023
Q2 | $7.85M | Buy |
53,961
+1,256
| +2% | +$183K | 3.44% | 7 |
|
|
2023
Q1 | $6.87M | Sell |
52,705
-2,837
| -5% | -$370K | 3.29% | 7 |
|
|
2022
Q4 | $7.45M | Buy |
55,542
+597
| +1% | +$80.1K | 3.79% | 6 |
|
|
2022
Q3 | $5.74M | Buy |
54,945
+425
| +0.8% | +$44.4K | 3.22% | 10 |
|
|
2022
Q2 | $6.14M | Buy |
54,520
+1,149
| +2% | +$129K | 3.15% | 10 |
|
|
2022
Q1 | $7.28M | Sell |
53,371
-1,433
| -3% | -$195K | 3.31% | 10 |
|
|
2021
Q4 | $8.68M | Sell |
54,804
-969
| -2% | -$153K | 3.91% | 8 |
|
|
2021
Q3 | $9.13M | Sell |
55,773
-1,147
| -2% | -$188K | 4.53% | 4 |
|
|
2021
Q2 | $8.85M | Sell |
56,920
-2,829
| -5% | -$440K | 4.42% | 4 |
|
|
2021
Q1 | $9.1M | Sell |
59,749
-70
| -0.1% | -$10.7K | 4.73% | 4 |
|
|
2020
Q4 | $7.6M | Buy |
59,819
+974
| +2% | +$124K | 4.28% | 6 |
|
|
2020
Q3 | $5.67M | Sell |
58,845
-116
| -0.2% | -$11.2K | 3.6% | 8 |
|
|
2020
Q2 | $5.55M | Sell |
58,961
-770
| -1% | -$72.4K | 3.74% | 10 |
|
|
2020
Q1 | $5.38M | Sell |
59,731
-617
| -1% | -$55.6K | 4.18% | 7 |
|
|
2019
Q4 | $8.41M | Buy |
60,348
+6,488
| +12% | +$904K | 4.85% | 3 |
|
|
2019
Q3 | $6.34M | Buy |
53,860
+3,840
| +8% | +$452K | 4.1% | 5 |
|
|
2019
Q2 | $5.59M | Buy |
50,020
+1,649
| +3% | +$184K | 3.58% | 6 |
|
|
2019
Q1 | $4.9M | Buy |
48,371
+3,182
| +7% | +$322K | 3.2% | 12 |
|
|
2018
Q4 | $4.41M | Buy |
45,189
+1,364
| +3% | +$133K | 3.23% | 10 |
|
|
2018
Q3 | $4.95M | Buy |
43,825
+1,582
| +4% | +$179K | 3.3% | 7 |
|
|
2018
Q2 | $4.4M | Sell |
42,243
-235
| -0.6% | -$24.5K | 3.18% | 8 |
|
|
2018
Q1 | $4.67M | Sell |
42,478
-595
| -1% | -$65.4K | 3.19% | 8 |
|
|
2017
Q4 | $4.61M | Buy |
43,073
+4,300
| +11% | +$460K | 3% | 8 |
|
|
2017
Q3 | $3.7M | Buy |
38,773
+31,666
| +446% | +$3.02M | 2.55% | 16 |
|
|
2017
Q2 | $650K | Buy |
7,107
+2,506
| +54% | +$229K | 0.48% | 40 |
|
|
2017
Q1 | $404K | Buy |
4,601
+427
| +10% | +$37.5K | 0.3% | 40 |
|
|
2016
Q4 | $360K | Buy |
4,174
+8
| +0.2% | +$690 | 0.29% | 40 |
|
|
2016
Q3 | $277K | Buy |
4,166
+10
| +0.2% | +$665 | 0.22% | 42 |
|
|
2016
Q2 | $258K | Buy |
4,156
+8
| +0.2% | +$497 | 0.21% | 40 |
|
|
2016
Q1 | $246K | Sell |
4,148
-490
| -11% | -$29.1K | 0.2% | 38 |
|
|
2015
Q4 | $306K | Buy |
4,638
+536
| +13% | +$35.4K | 0.26% | 36 |
|
|
2015
Q3 | $250K | Buy |
4,102
+1
| +0% | +$61 | 0.23% | 39 |
|
|
2015
Q2 | $278K | Buy |
4,101
+59
| +1% | +$4K | 0.24% | 38 |
|
|
2015
Q1 | $245K | Buy |
4,042
+7
| +0.2% | +$424 | 0.21% | 43 |
|
|
2014
Q4 | $252K | Buy |
4,035
+8
| +0.2% | +$500 | 0.21% | 43 |
|
|
2014
Q3 | $243K | Buy |
4,027
+21
| +0.5% | +$1.27K | 0.21% | 41 |
|
|
2014
Q2 | $231K | Sell |
4,006
-157
| -4% | -$9.05K | 0.2% | 44 |
|
|
2014
Q1 | $253K | Buy |
4,163
+20
| +0.5% | +$1.22K | 0.24% | 39 |
|
|
2013
Q4 | $242K | Buy |
+4,143
| New | +$242K | 0.23% | 41 |
|