Wealthcare Capital 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 | $217K | Sell |
749
-604
| -45% | -$175K | 0.02% | 76 |
|
|
2025
Q1 | $332K | Buy |
1,353
+252
| +23% | +$61.8K | 0.03% | 65 |
|
|
2024
Q4 | $264K | Buy |
1,101
+148
| +16% | +$35.5K | 0.03% | 77 |
|
|
2024
Q3 | $201K | Buy |
+953
| New | +$201K | 0.02% | 81 |
|
|
2021
Q2 | – | Sell |
-828
| Closed | -$126K | – | 373 |
|
|
2021
Q1 | $126K | Buy |
+828
| New | +$126K | 0.01% | 92 |
|
|
2020
Q2 | – | Sell |
-294
| Closed | -$26K | – | 149 |
|
|
2020
Q1 | $26K | Sell |
294
-178
| -38% | -$15.7K | ﹤0.01% | 120 |
|
|
2019
Q4 | $66K | Buy |
472
+242
| +105% | +$33.8K | 0.01% | 99 |
|
|
2019
Q3 | $27K | Hold |
230
| – | – | ﹤0.01% | 118 |
|
|
2019
Q2 | $26K | Hold |
230
| – | – | ﹤0.01% | 117 |
|
|
2019
Q1 | $23K | Hold |
230
| – | – | ﹤0.01% | 128 |
|
|
2018
Q4 | $22K | Hold |
230
| – | – | ﹤0.01% | 123 |
|
|
2018
Q3 | $26K | Sell |
230
-116
| -34% | -$13.1K | ﹤0.01% | 121 |
|
|
2018
Q2 | $36K | Buy |
346
+140
| +68% | +$14.6K | ﹤0.01% | 101 |
|
|
2018
Q1 | $23K | Buy |
206
+90
| +78% | +$10K | ﹤0.01% | 111 |
|
|
2017
Q4 | $12K | Hold |
116
| – | – | ﹤0.01% | 130 |
|
|
2017
Q3 | $11K | Hold |
116
| – | – | ﹤0.01% | 126 |
|
|
2017
Q2 | $11K | Hold |
116
| – | – | ﹤0.01% | 122 |
|
|
2017
Q1 | $10K | Hold |
116
| – | – | ﹤0.01% | 126 |
|
|
2016
Q4 | $10K | Sell |
116
-12
| -9% | -$1.03K | ﹤0.01% | 122 |
|
|
2016
Q3 | $9K | Hold |
128
| – | – | ﹤0.01% | 128 |
|
|
2016
Q2 | $8K | Buy |
128
+12
| +10% | +$750 | ﹤0.01% | 130 |
|
|
2016
Q1 | $7K | Hold |
116
| – | – | ﹤0.01% | 144 |
|
|
2015
Q4 | $8K | Sell |
116
-723
| -86% | -$49.9K | ﹤0.01% | 153 |
|
|
2015
Q3 | $51K | Sell |
839
-90
| -10% | -$5.47K | 0.01% | 90 |
|
|
2015
Q2 | $63K | Sell |
929
-1,789
| -66% | -$121K | 0.01% | 89 |
|
|
2015
Q1 | $165K | Buy |
2,718
+1,970
| +263% | +$120K | 0.02% | 109 |
|
|
2014
Q4 | $47K | Sell |
748
-143
| -16% | -$8.99K | 0.01% | 86 |
|
|
2014
Q3 | $54K | Buy |
891
+168
| +23% | +$10.2K | 0.01% | 81 |
|
|
2014
Q2 | $42K | Hold |
723
| – | – | 0.01% | 86 |
|
|
2014
Q1 | $44K | Hold |
723
| – | – | 0.01% | 86 |
|
|
2013
Q4 | $42K | Hold |
723
| – | – | 0.01% | 52 |
|
|
2013
Q3 | $37K | Sell |
723
-51
| -7% | -$2.61K | 0.01% | 49 |
|
|
2013
Q2 | $41K | Buy |
+774
| New | +$41K | 0.01% | 49 |
|