Wealthcare Capital Management’s JPMorgan Chase JPM Stock Holding History

Wealthcare Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$727K	Sell	2,222 -7	-0.3%	-$2.17K	0.07%	49
2026 Q1	$656K	Hold	2,229	–	–	0.07%	50
2025 Q4	$718K	Hold	2,229	–	–	0.07%	46
2025 Q3	$703K	Buy	2,229 +1,480	+198%	+$440K	0.07%	45
2025 Q2	$217K	Sell	749 -604	-45%	-$154K	0.02%	76
2025 Q1	$332K	Buy	1,353 +252	+23%	+$64.2K	0.03%	65
2024 Q4	$264K	Buy	1,101 +148	+16%	+$34.5K	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	+$119K	0.01%	92
2020 Q2	–	Sell	-294	Closed	-$26K	–	149
2020 Q1	$26K	Sell	294 -178	-38%	-$21.6K	﹤0.01%	120
2019 Q4	$66K	Buy	472 +242	+105%	+$31K	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%	-$13.2K	﹤0.01%	121
2018 Q2	$36K	Buy	346 +140	+68%	+$15.4K	﹤0.01%	101
2018 Q1	$23K	Buy	206 +90	+78%	+$10.2K	﹤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%	-$915	﹤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%	-$47.1K	﹤0.01%	153
2015 Q3	$51K	Sell	839 -90	-10%	-$5.89K	0.01%	90
2015 Q2	$63K	Sell	929 -1,789	-66%	-$117K	0.01%	89
2015 Q1	$165K	Buy	2,718 +1,970	+263%	+$117K	0.02%	109
2014 Q4	$47K	Sell	748 -143	-16%	-$8.61K	0.01%	86
2014 Q3	$54K	Buy	891 +168	+23%	+$9.82K	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%	-$2.74K	0.01%	49
2013 Q2	$41K	Buy	+774	New	+$39.4K	0.01%	49

Other funds holding JPM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return