Welch Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $90M | Sell |
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|
2025
Q2 | $82.8M | Buy |
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|
2025
Q1 | $69M | Sell |
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|
2024
Q4 | $72.1M | Sell |
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|
2024
Q3 | $64.5M | Sell |
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|
2024
Q2 | $62.5M | Sell |
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|
2024
Q1 | $63.1M | Sell |
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|
2023
Q4 | $55.9M | Buy |
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|
2023
Q3 | $47.5M | Sell |
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|
2023
Q2 | $48M | Buy |
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|
2023
Q1 | $42.3M | Buy |
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|
2022
Q4 | $41.5M | Buy |
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|
2022
Q3 | $31.5M | Buy |
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|
2022
Q2 | $31.2M | Buy |
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|
2022
Q1 | $31.7M | Buy |
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|
2021
Q4 | $7.06M | Buy |
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|
2021
Q3 | $7.02M | Buy |
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|
2021
Q2 | $6.12M | Buy |
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|
2021
Q1 | $5.73M | Buy |
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|
2020
Q4 | $4.11M | Buy |
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|
2020
Q3 | $2.83M | Buy |
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|
2020
Q2 | $2.53M | Buy |
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|
2020
Q1 | $2.2M | Buy |
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|
2019
Q4 | $2.97M | Buy |
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|
2019
Q3 | $2.3M | Buy |
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|
2019
Q2 | $2.17M | Buy |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $1.86K | Buy |
|
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|
2018
Q2 | $1.63M | Buy |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.49M | Buy |
|
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.25M | Buy |
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|
2017
Q1 | $604K | Buy |
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|
2016
Q4 | $420K | Sell |
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|
2016
Q3 | $473K | Buy |
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|
2016
Q2 | $306K | Sell |
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|
2016
Q1 | $312K | Sell |
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|
2015
Q4 | $361K | Buy |
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|
2015
Q3 | $303K | Buy |
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|
2015
Q2 | $272K | Sell |
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|
2015
Q1 | $247 | Hold |
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|
2014
Q4 | $255K | Sell |
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|
2014
Q3 | $251K | Buy |
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|
2014
Q2 | $235K | Buy |
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|
2014
Q1 | $248K | Sell |
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|
2013
Q4 | $255K | Buy |
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|
2013
Q3 | $192K | Sell |
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|
2013
Q2 | $228K | Buy |
|