BAM
Baldrige Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $121K | Hold |
931
| – | – | 0.05% | 137 |
|
|
2022
Q4 | $125K | Buy |
931
+23
| +3% | +$3.09K | 0.06% | 128 |
|
|
2022
Q3 | $95K | Hold |
908
| – | – | 0.05% | 135 |
|
|
2022
Q2 | $102K | Hold |
908
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $124K | Hold |
908
| – | – | 0.05% | 128 |
|
|
2021
Q4 | $144K | Sell |
908
-44
| -5% | -$6.98K | 0.06% | 121 |
|
|
2021
Q3 | $156K | Sell |
952
-44
| -4% | -$7.21K | 0.07% | 111 |
|
|
2021
Q2 | $155K | Buy |
+996
| New | +$155K | 0.07% | 110 |
|
|
2020
Q1 | – | Sell |
-1,013
| Closed | -$141K | – | 77 |
|
|
2019
Q4 | $141K | Hold |
1,013
| – | – | 0.12% | 73 |
|
|
2019
Q3 | $119K | Buy |
+1,013
| New | +$119K | 0.11% | 68 |
|