WF
Welch & Forbes’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197M | Sell |
679,848
-9,967
| -1% | -$2.89M | 2.46% | 8 |
|
|
2025
Q1 | $169M | Sell |
689,815
-8,636
| -1% | -$2.12M | 2.21% | 9 |
|
|
2024
Q4 | $167M | Sell |
698,451
-4,026
| -0.6% | -$965K | 2.15% | 10 |
|
|
2024
Q3 | $148M | Sell |
702,477
-6,713
| -0.9% | -$1.42M | 1.89% | 12 |
|
|
2024
Q2 | $146M | Sell |
709,190
-8,235
| -1% | -$1.7M | 1.95% | 10 |
|
|
2024
Q1 | $144M | Sell |
717,425
-5,292
| -0.7% | -$1.06M | 1.97% | 11 |
|
|
2023
Q4 | $123M | Sell |
722,717
-3,361
| -0.5% | -$572K | 1.86% | 11 |
|
|
2023
Q3 | $105M | Sell |
726,078
-4,354
| -0.6% | -$631K | 1.74% | 13 |
|
|
2023
Q2 | $106M | Sell |
730,432
-6,327
| -0.9% | -$920K | 1.68% | 16 |
|
|
2023
Q1 | $96M | Sell |
736,759
-334
| -0% | -$43.5K | 1.63% | 17 |
|
|
2022
Q4 | $98.8M | Buy |
737,093
+1,452
| +0.2% | +$195K | 1.77% | 14 |
|
|
2022
Q3 | $76.9M | Buy |
735,641
+4,989
| +0.7% | +$521K | 1.5% | 16 |
|
|
2022
Q2 | $82.3M | Sell |
730,652
-549
| -0.1% | -$61.8K | 1.51% | 17 |
|
|
2022
Q1 | $99.7M | Buy |
731,201
+15,804
| +2% | +$2.15M | 1.57% | 15 |
|
|
2021
Q4 | $113M | Buy |
715,397
+6,247
| +0.9% | +$989K | 1.7% | 16 |
|
|
2021
Q3 | $116M | Sell |
709,150
-11,540
| -2% | -$1.89M | 1.93% | 13 |
|
|
2021
Q2 | $112M | Buy |
720,690
+15,496
| +2% | +$2.41M | 1.89% | 13 |
|
|
2021
Q1 | $107M | Buy |
705,194
+5,106
| +0.7% | +$777K | 1.98% | 13 |
|
|
2020
Q4 | $89M | Buy |
700,088
+3,152
| +0.5% | +$401K | 1.74% | 15 |
|
|
2020
Q3 | $67.1M | Buy |
696,936
+29,573
| +4% | +$2.85M | 1.45% | 21 |
|
|
2020
Q2 | $62.8M | Buy |
667,363
+23,726
| +4% | +$2.23M | 1.47% | 19 |
|
|
2020
Q1 | $57.9M | Sell |
643,637
-3,206
| -0.5% | -$289K | 1.62% | 16 |
|
|
2019
Q4 | $90.2M | Buy |
646,843
+2,990
| +0.5% | +$417K | 2.01% | 14 |
|
|
2019
Q3 | $75.8M | Buy |
643,853
+3,233
| +0.5% | +$380K | 1.81% | 15 |
|
|
2019
Q2 | $71.6M | Buy |
640,620
+16,421
| +3% | +$1.84M | 1.74% | 16 |
|
|
2019
Q1 | $63.2M | Buy |
624,199
+10,007
| +2% | +$1.01M | 1.59% | 17 |
|
|
2018
Q4 | $60M | Buy |
614,192
+4,646
| +0.8% | +$454K | 1.69% | 16 |
|
|
2018
Q3 | $68.8M | Buy |
609,546
+5,396
| +0.9% | +$609K | 1.64% | 16 |
|
|
2018
Q2 | $63M | Buy |
604,150
+9,085
| +2% | +$947K | 1.63% | 17 |
|
|
2018
Q1 | $65.4M | Buy |
595,065
+1,372
| +0.2% | +$151K | 1.69% | 13 |
|
|
2017
Q4 | $63.5M | Sell |
593,693
-1,665
| -0.3% | -$178K | 1.69% | 14 |
|
|
2017
Q3 | $56.9M | Buy |
595,358
+10,798
| +2% | +$1.03M | 1.5% | 15 |
|
|
2017
Q2 | $53.4M | Buy |
584,560
+50,544
| +9% | +$4.62M | 1.49% | 15 |
|
|
2017
Q1 | $46.9M | Sell |
534,016
-576
| -0.1% | -$50.6K | 1.34% | 21 |
|
|
2016
Q4 | $46.1M | Buy |
534,592
+13,670
| +3% | +$1.18M | 1.38% | 18 |
|
|
2016
Q3 | $34.7M | Sell |
520,922
-11,520
| -2% | -$767K | 1.2% | 26 |
|
|
2016
Q2 | $33.1M | Buy |
532,442
+16,737
| +3% | +$1.04M | 1.01% | 29 |
|
|
2016
Q1 | $30.5M | Sell |
515,705
-2,309
| -0.4% | -$137K | 0.95% | 29 |
|
|
2015
Q4 | $34.2M | Buy |
518,014
+11,559
| +2% | +$763K | 1.1% | 27 |
|
|
2015
Q3 | $30.9M | Buy |
506,455
+5,382
| +1% | +$328K | 1.03% | 29 |
|
|
2015
Q2 | $34M | Sell |
501,073
-4,598
| -0.9% | -$312K | 1.06% | 34 |
|
|
2015
Q1 | $30.6M | Sell |
505,671
-706
| -0.1% | -$42.8K | 0.92% | 37 |
|
|
2014
Q4 | $31.7M | Buy |
506,377
+2,341
| +0.5% | +$146K | 0.93% | 36 |
|
|
2014
Q3 | $30.4M | Buy |
504,036
+3,180
| +0.6% | +$192K | 0.93% | 38 |
|
|
2014
Q2 | $28.9M | Buy |
500,856
+5,220
| +1% | +$301K | 0.91% | 39 |
|
|
2014
Q1 | $30.1M | Sell |
495,636
-7,239
| -1% | -$439K | 0.95% | 38 |
|
|
2013
Q4 | $29.4M | Buy |
502,875
+3,520
| +0.7% | +$206K | 0.93% | 39 |
|
|
2013
Q3 | $25.8M | Buy |
499,355
+9,064
| +2% | +$469K | 0.87% | 41 |
|
|
2013
Q2 | $25.9M | Buy |
+490,291
| New | +$25.9M | 0.93% | 39 |
|