Badgley Phelps Wealth Managers’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 | $86.3M | Sell |
297,568
-1,973
| -0.7% | -$572K | 1.91% | 12 |
|
|
2025
Q1 | $73.5M | Sell |
299,541
-3,032
| -1% | -$744K | 1.77% | 12 |
|
|
2024
Q4 | $72.5M | Buy |
302,573
+3,761
| +1% | +$902K | 1.69% | 11 |
|
|
2024
Q3 | $63M | Buy |
298,812
+2,122
| +0.7% | +$447K | 1.46% | 15 |
|
|
2024
Q2 | $60M | Buy |
296,690
+2,136
| +0.7% | +$432K | 1.48% | 15 |
|
|
2024
Q1 | $59M | Buy |
294,554
+5,168
| +2% | +$1.04M | 1.48% | 15 |
|
|
2023
Q4 | $49.2M | Buy |
289,386
+18,614
| +7% | +$3.17M | 1.34% | 19 |
|
|
2023
Q3 | $39.3M | Buy |
270,772
+8,808
| +3% | +$1.28M | 1.34% | 18 |
|
|
2023
Q2 | $38.1M | Buy |
261,964
+21,207
| +9% | +$3.08M | 1.26% | 18 |
|
|
2023
Q1 | $31.4M | Buy |
240,757
+4,568
| +2% | +$595K | 1.15% | 24 |
|
|
2022
Q4 | $31.7M | Buy |
236,189
+2,449
| +1% | +$328K | 1.27% | 22 |
|
|
2022
Q3 | $24.4M | Buy |
233,740
+3,315
| +1% | +$346K | 1.05% | 27 |
|
|
2022
Q2 | $25.9M | Sell |
230,425
-69,498
| -23% | -$7.83M | 1.07% | 27 |
|
|
2022
Q1 | $40.9M | Sell |
299,923
-1,916
| -0.6% | -$261K | 1.42% | 15 |
|
|
2021
Q4 | $47.8M | Buy |
301,839
+7,583
| +3% | +$1.2M | 1.55% | 12 |
|
|
2021
Q3 | $48.2M | Buy |
+294,256
| New | +$48.2M | 1.75% | 11 |
|