BTWM
Baker Tilly Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
9,708
-1,749
| -15% | -$507K | 1.01% | 20 |
|
|
2025
Q1 | $2.81M | Buy |
11,457
+172
| +2% | +$42.2K | 1.1% | 18 |
|
|
2024
Q4 | $2.71M | Buy |
11,285
+459
| +4% | +$110K | 1.06% | 20 |
|
|
2024
Q3 | $2.28M | Sell |
10,826
-1,759
| -14% | -$371K | 1.01% | 18 |
|
|
2024
Q2 | $2.55M | Sell |
12,585
-5,915
| -32% | -$1.2M | 1.04% | 15 |
|
|
2024
Q1 | $3.71M | Sell |
18,500
-1,939
| -9% | -$388K | 0.67% | 25 |
|
|
2023
Q4 | $3.48M | Sell |
20,439
-2,204
| -10% | -$375K | 0.57% | 32 |
|
|
2023
Q3 | $3.28M | Sell |
22,643
-20,641
| -48% | -$2.99M | 0.54% | 34 |
|
|
2023
Q2 | $6.3M | Sell |
43,284
-1,746
| -4% | -$254K | 0.66% | 31 |
|
|
2023
Q1 | $5.87M | Buy |
45,030
+9,647
| +27% | +$1.26M | 0.66% | 28 |
|
|
2022
Q4 | $4.74M | Buy |
35,383
+8,304
| +31% | +$1.11M | 0.58% | 40 |
|
|
2022
Q3 | $2.83M | Sell |
27,079
-3,602
| -12% | -$376K | 0.39% | 58 |
|
|
2022
Q2 | $3.46M | Buy |
30,681
+713
| +2% | +$80.3K | 0.45% | 54 |
|
|
2022
Q1 | $4.09M | Sell |
29,968
-491
| -2% | -$66.9K | 0.45% | 52 |
|
|
2021
Q4 | $4.82M | Buy |
30,459
+2,136
| +8% | +$338K | 0.52% | 40 |
|
|
2021
Q3 | $4.64M | Buy |
28,323
+890
| +3% | +$146K | 0.61% | 28 |
|
|
2021
Q2 | $4.27M | Buy |
27,433
+456
| +2% | +$70.9K | 0.69% | 24 |
|
|
2021
Q1 | $4.11M | Buy |
26,977
+10,129
| +60% | +$1.54M | 0.84% | 16 |
|
|
2020
Q4 | $2.14M | Buy |
+16,848
| New | +$2.14M | 0.66% | 35 |
|