WG
Welch Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8M | Buy |
285,533
+1,386
| +0.5% | +$402K | 3.46% | 3 |
|
|
2025
Q1 | $69M | Sell |
284,147
-16,924
| -6% | -$4.11M | 3.04% | 8 |
|
|
2024
Q4 | $72.1M | Sell |
301,071
-4,866
| -2% | -$1.16M | 3.24% | 4 |
|
|
2024
Q3 | $64.5M | Sell |
305,937
-3,126
| -1% | -$659K | 2.8% | 13 |
|
|
2024
Q2 | $62.5M | Sell |
309,063
-5,974
| -2% | -$1.21M | 3% | 5 |
|
|
2024
Q1 | $63.1M | Sell |
315,037
-13,429
| -4% | -$2.69M | 3.13% | 5 |
|
|
2023
Q4 | $55.9M | Buy |
328,466
+701
| +0.2% | +$119K | 3.01% | 8 |
|
|
2023
Q3 | $47.5M | Sell |
327,765
-2,421
| -0.7% | -$351K | 2.82% | 14 |
|
|
2023
Q2 | $48M | Buy |
330,186
+5,894
| +2% | +$857K | 2.75% | 16 |
|
|
2023
Q1 | $42.3M | Buy |
324,292
+14,707
| +5% | +$1.92M | 2.46% | 24 |
|
|
2022
Q4 | $41.5M | Buy |
309,585
+8,467
| +3% | +$1.14M | 2.37% | 25 |
|
|
2022
Q3 | $31.5M | Buy |
301,118
+24,028
| +9% | +$2.51M | 2.05% | 29 |
|
|
2022
Q2 | $31.2M | Buy |
277,090
+44,406
| +19% | +$5M | 1.9% | 31 |
|
|
2022
Q1 | $31.7M | Buy |
232,684
+188,102
| +422% | +$25.6M | 1.81% | 29 |
|
|
2021
Q4 | $7.06M | Buy |
44,582
+1,671
| +4% | +$265K | 0.41% | 38 |
|
|
2021
Q3 | $7.02M | Buy |
42,911
+3,540
| +9% | +$579K | 0.48% | 34 |
|
|
2021
Q2 | $6.12M | Buy |
39,371
+1,710
| +5% | +$266K | 0.42% | 35 |
|
|
2021
Q1 | $5.73M | Buy |
37,661
+5,316
| +16% | +$809K | 0.41% | 35 |
|
|
2020
Q4 | $4.11M | Buy |
32,345
+2,904
| +10% | +$369K | 0.33% | 41 |
|
|
2020
Q3 | $2.83M | Buy |
29,441
+2,522
| +9% | +$243K | 0.25% | 37 |
|
|
2020
Q2 | $2.53M | Buy |
26,919
+2,436
| +10% | +$229K | 0.24% | 37 |
|
|
2020
Q1 | $2.2M | Buy |
24,483
+3,179
| +15% | +$286K | 0.24% | 39 |
|
|
2019
Q4 | $2.97M | Buy |
21,304
+1,742
| +9% | +$243K | 0.29% | 38 |
|
|
2019
Q3 | $2.3M | Buy |
19,562
+150
| +0.8% | +$17.7K | 0.24% | 39 |
|
|
2019
Q2 | $2.17M | Buy |
19,412
+700
| +4% | +$78.3K | 0.23% | 39 |
|
|
2019
Q1 | $1.89M | Buy |
18,712
+1,915
| +11% | +$194K | 0.21% | 41 |
|
|
2018
Q4 | $1.64M | Buy |
16,797
+310
| +2% | +$30.3K | 0.2% | 44 |
|
|
2018
Q3 | $1.86K | Buy |
16,487
+851
| +5% | +$96 | 0.19% | 46 |
|
|
2018
Q2 | $1.63M | Buy |
15,636
+62
| +0.4% | +$6.46K | 0.2% | 43 |
|
|
2018
Q1 | $1.71M | Buy |
15,574
+1,656
| +12% | +$182K | 0.22% | 44 |
|
|
2017
Q4 | $1.49M | Buy |
13,918
+711
| +5% | +$76K | 0.23% | 46 |
|
|
2017
Q3 | $1.26M | Sell |
13,207
-494
| -4% | -$47.2K | 0.21% | 45 |
|
|
2017
Q2 | $1.25M | Buy |
13,701
+6,830
| +99% | +$624K | 0.21% | 45 |
|
|
2017
Q1 | $604K | Buy |
6,871
+2,000
| +41% | +$176K | 0.11% | 54 |
|
|
2016
Q4 | $420K | Sell |
4,871
-2,227
| -31% | -$192K | 0.08% | 61 |
|
|
2016
Q3 | $473K | Buy |
7,098
+2,169
| +44% | +$145K | 0.09% | 64 |
|
|
2016
Q2 | $306K | Sell |
4,929
-342
| -6% | -$21.2K | 0.06% | 66 |
|
|
2016
Q1 | $312K | Sell |
5,271
-198
| -4% | -$11.7K | 0.05% | 78 |
|
|
2015
Q4 | $361K | Buy |
5,469
+500
| +10% | +$33K | 0.06% | 74 |
|
|
2015
Q3 | $303K | Buy |
4,969
+952
| +24% | +$58.1K | 0.06% | 74 |
|
|
2015
Q2 | $272K | Sell |
4,017
-66
| -2% | -$4.47K | 0.05% | 85 |
|
|
2015
Q1 | $247 | Hold |
4,083
| – | – | 0.05% | 88 |
|
|
2014
Q4 | $255K | Sell |
4,083
-79
| -2% | -$4.93K | 0.05% | 83 |
|
|
2014
Q3 | $251K | Buy |
4,162
+80
| +2% | +$4.83K | 0.05% | 82 |
|
|
2014
Q2 | $235K | Buy |
4,082
+1
| +0% | +$58 | 0.05% | 91 |
|
|
2014
Q1 | $248K | Sell |
4,081
-275
| -6% | -$16.7K | 0.06% | 78 |
|
|
2013
Q4 | $255K | Buy |
4,356
+646
| +17% | +$37.8K | 0.06% | 80 |
|
|
2013
Q3 | $192K | Sell |
3,710
-600
| -14% | -$31.1K | 0.05% | 92 |
|
|
2013
Q2 | $228K | Buy |
+4,310
| New | +$228K | 0.06% | 80 |
|