Wells Trecaso Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
64,080
-20
| -0% | -$5.8K | 5.74% | 3 |
|
|
2025
Q1 | $15.7M | Buy |
64,100
+127
| +0.2% | +$31.2K | 5.24% | 3 |
|
|
2024
Q4 | $15.3M | Sell |
63,973
-646
| -1% | -$155K | 5.01% | 4 |
|
|
2024
Q3 | $13.6M | Sell |
64,619
-288
| -0.4% | -$60.7K | 4.48% | 4 |
|
|
2024
Q2 | $13.1M | Sell |
64,907
-378
| -0.6% | -$76.5K | 4.54% | 4 |
|
|
2024
Q1 | $13.1M | Buy |
65,285
+741
| +1% | +$148K | 4.62% | 4 |
|
|
2023
Q4 | $11M | Buy |
64,544
+164
| +0.3% | +$27.9K | 4.43% | 5 |
|
|
2023
Q3 | $9.34M | Buy |
64,380
+29
| +0% | +$4.21K | 4.15% | 4 |
|
|
2023
Q2 | $9.36M | Buy |
64,351
+297
| +0.5% | +$43.2K | 4.03% | 5 |
|
|
2023
Q1 | $8.35M | Buy |
64,054
+827
| +1% | +$108K | 3.86% | 5 |
|
|
2022
Q4 | $8.48M | Buy |
63,227
+322
| +0.5% | +$43.2K | 4.23% | 5 |
|
|
2022
Q3 | $6.57M | Buy |
62,905
+678
| +1% | +$70.9K | 3.61% | 6 |
|
|
2022
Q2 | $7.01M | Buy |
62,227
+316
| +0.5% | +$35.6K | 3.63% | 6 |
|
|
2022
Q1 | $8.44M | Buy |
61,911
+1,489
| +2% | +$203K | 3.76% | 5 |
|
|
2021
Q4 | $9.57M | Sell |
60,422
-312
| -0.5% | -$49.4K | 4.16% | 3 |
|
|
2021
Q3 | $9.94M | Buy |
60,734
+279
| +0.5% | +$45.7K | 4.74% | 3 |
|
|
2021
Q2 | $9.4M | Sell |
60,455
-81
| -0.1% | -$12.6K | 4.52% | 3 |
|
|
2021
Q1 | $9.22M | Sell |
60,536
-227
| -0.4% | -$34.6K | 4.86% | 3 |
|
|
2020
Q4 | $7.72M | Sell |
60,763
-2,175
| -3% | -$276K | 4.3% | 3 |
|
|
2020
Q3 | $6.06M | Buy |
62,938
+438
| +0.7% | +$42.2K | 3.87% | 7 |
|
|
2020
Q2 | $5.88M | Buy |
62,500
+2,221
| +4% | +$209K | 4.05% | 7 |
|
|
2020
Q1 | $5.43M | Buy |
60,279
+805
| +1% | +$72.5K | 4.83% | 5 |
|
|
2019
Q4 | $8.29M | Sell |
59,474
-621
| -1% | -$86.6K | 5.99% | 3 |
|
|
2019
Q3 | $7.07M | Buy |
60,095
+313
| +0.5% | +$36.8K | 5.63% | 3 |
|
|
2019
Q2 | $6.68M | Sell |
59,782
-277
| -0.5% | -$31K | 5.5% | 3 |
|
|
2019
Q1 | $6.08M | Buy |
60,059
+146
| +0.2% | +$14.8K | 5.11% | 3 |
|
|
2018
Q4 | $5.85M | Buy |
59,913
+571
| +1% | +$55.7K | 5.59% | 3 |
|
|
2018
Q3 | $6.7M | Sell |
59,342
-542
| -0.9% | -$61.2K | 5.56% | 3 |
|
|
2018
Q2 | $6.24M | Buy |
59,884
+452
| +0.8% | +$47.1K | 5.85% | 3 |
|
|
2018
Q1 | $6.54M | Buy |
59,432
+2,455
| +4% | +$270K | 6.22% | 3 |
|
|
2017
Q4 | $6.09M | Buy |
+56,977
| New | +$6.09M | 5.97% | 3 |
|