Welch Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $207K | Hold |
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|
2025
Q3 | $203K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.75M | Hold |
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|
2018
Q3 | $2.02M | Buy |
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|
2018
Q2 | $1.79M | Hold |
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|
2018
Q1 | $1.9M | Hold |
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|
2017
Q4 | $1.84M | Hold |
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|
2017
Q3 | $1.65M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.93M | Hold |
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|
2016
Q2 | $2.73M | Sell |
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|
2016
Q1 | $2.64M | Sell |
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|
2015
Q4 | $2.96M | Buy |
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