BWP
Balboa Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
10,606
+1,098
| +12% | +$318K | 0.62% | 31 |
|
|
2025
Q1 | $2.33M | Sell |
9,508
-1,121
| -11% | -$275K | 0.56% | 34 |
|
|
2024
Q4 | $2.55M | Buy |
10,629
+61
| +0.6% | +$14.6K | 0.58% | 28 |
|
|
2024
Q3 | $2.23M | Buy |
10,568
+648
| +7% | +$137K | 0.55% | 31 |
|
|
2024
Q2 | $2.01M | Buy |
9,920
+1,503
| +18% | +$304K | 0.53% | 30 |
|
|
2024
Q1 | $1.69M | Buy |
8,417
+1,530
| +22% | +$306K | 0.5% | 37 |
|
|
2023
Q4 | $1.17M | Sell |
6,887
-607
| -8% | -$103K | 0.39% | 40 |
|
|
2023
Q3 | $1.09M | Buy |
7,494
+331
| +5% | +$48K | 0.41% | 35 |
|
|
2023
Q2 | $1.04M | Buy |
7,163
+543
| +8% | +$79K | 0.36% | 47 |
|
|
2023
Q1 | $863K | Sell |
6,620
-246
| -4% | -$32.1K | 0.33% | 58 |
|
|
2022
Q4 | $921K | Sell |
6,866
-631
| -8% | -$84.6K | 0.42% | 59 |
|
|
2022
Q3 | $783K | Buy |
+7,497
| New | +$783K | 0.34% | 59 |
|