BPB
Badgley, Phelps & Bell’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $44.3M | Buy |
285,094
+13,900
| +5% | +$2.16M | 1.65% | 12 |
|
|
2021
Q1 | $41.3M | Buy |
271,194
+1,176
| +0.4% | +$179K | 1.71% | 12 |
|
|
2020
Q4 | $34.3M | Buy |
270,018
+2,873
| +1% | +$365K | 1.49% | 15 |
|
|
2020
Q3 | $25.7M | Buy |
267,145
+4,007
| +2% | +$386K | 1.26% | 19 |
|
|
2020
Q2 | $24.8M | Buy |
263,138
+1,387
| +0.5% | +$130K | 1.36% | 14 |
|
|
2020
Q1 | $23.6M | Buy |
261,751
+7,934
| +3% | +$714K | 1.55% | 15 |
|
|
2019
Q4 | $35.4M | Buy |
253,817
+5,875
| +2% | +$819K | 1.86% | 9 |
|
|
2019
Q3 | $29.2M | Buy |
247,942
+7,770
| +3% | +$914K | 1.67% | 12 |
|
|
2019
Q2 | $26.9M | Buy |
240,172
+4,913
| +2% | +$549K | 1.57% | 11 |
|
|
2019
Q1 | $23.8M | Buy |
235,259
+15,596
| +7% | +$1.58M | 1.44% | 12 |
|
|
2018
Q4 | $21.4M | Sell |
219,663
-1,707
| -0.8% | -$167K | 1.55% | 13 |
|
|
2018
Q3 | $25M | Buy |
221,370
+5,848
| +3% | +$660K | 1.53% | 12 |
|
|
2018
Q2 | $22.5M | Buy |
215,522
+4,606
| +2% | +$480K | 1.46% | 12 |
|
|
2018
Q1 | $23.2M | Buy |
210,916
+7,381
| +4% | +$812K | 1.54% | 11 |
|
|
2017
Q4 | $21.8M | Sell |
203,535
-1,450
| -0.7% | -$155K | 1.49% | 12 |
|
|
2017
Q3 | $19.6M | Buy |
204,985
+4,274
| +2% | +$408K | 1.45% | 11 |
|
|
2017
Q2 | $18.3M | Buy |
200,711
+1,783
| +0.9% | +$163K | 1.43% | 10 |
|
|
2017
Q1 | $17.5M | Buy |
198,928
+1,735
| +0.9% | +$152K | 1.41% | 10 |
|
|
2016
Q4 | $17M | Buy |
197,193
+39,586
| +25% | +$3.42M | 1.48% | 9 |
|
|
2016
Q3 | $10.5M | Sell |
157,607
-1,719
| -1% | -$114K | 0.92% | 30 |
|
|
2016
Q2 | $9.9M | Buy |
159,326
+2,414
| +2% | +$150K | 0.9% | 34 |
|
|
2016
Q1 | $9.29M | Buy |
156,912
+5,949
| +4% | +$352K | 0.87% | 36 |
|
|
2015
Q4 | $9.97M | Buy |
150,963
+1,526
| +1% | +$101K | 0.98% | 34 |
|
|
2015
Q3 | $9.11M | Buy |
149,437
+4,015
| +3% | +$245K | 0.95% | 35 |
|
|
2015
Q2 | $9.85M | Buy |
145,422
+20
| +0% | +$1.36K | 0.96% | 38 |
|
|
2015
Q1 | $8.81M | Sell |
145,402
-2,089
| -1% | -$127K | 0.87% | 49 |
|
|
2014
Q4 | $9.23M | Sell |
147,491
-534
| -0.4% | -$33.4K | 0.9% | 47 |
|
|
2014
Q3 | $8.92M | Buy |
148,025
+1,041
| +0.7% | +$62.7K | 0.88% | 45 |
|
|
2014
Q2 | $8.47M | Sell |
146,984
-1,300
| -0.9% | -$74.9K | 0.84% | 47 |
|
|
2014
Q1 | $9M | Buy |
148,284
+1,353
| +0.9% | +$82.1K | 0.93% | 40 |
|
|
2013
Q4 | $8.59M | Buy |
146,931
+1,987
| +1% | +$116K | 0.9% | 46 |
|
|
2013
Q3 | $7.49M | Sell |
144,944
-1,295
| -0.9% | -$66.9K | 0.84% | 54 |
|
|
2013
Q2 | $7.72M | Buy |
+146,239
| New | +$7.72M | 0.91% | 48 |
|