BWP
Baldwin Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
94,334
+288
| +0.3% | +$83.5K | 1.86% | 14 |
|
|
2025
Q1 | $23.1M | Buy |
94,046
+241
| +0.3% | +$59.1K | 1.62% | 16 |
|
|
2024
Q4 | $22.5M | Buy |
93,805
+3,398
| +4% | +$815K | 1.55% | 17 |
|
|
2024
Q3 | $19.1M | Buy |
90,407
+4,650
| +5% | +$980K | 1.3% | 23 |
|
|
2024
Q2 | $17.3M | Sell |
85,757
-7,877
| -8% | -$1.59M | 1.35% | 21 |
|
|
2024
Q1 | $18.8M | Sell |
93,634
-732
| -0.8% | -$147K | 1.41% | 20 |
|
|
2023
Q4 | $16.1M | Buy |
94,366
+25,049
| +36% | +$4.26M | 1.26% | 23 |
|
|
2023
Q3 | $10.1M | Buy |
69,317
+51
| +0.1% | +$7.4K | 0.87% | 40 |
|
|
2023
Q2 | $10.1M | Buy |
69,266
+6,517
| +10% | +$948K | 0.83% | 42 |
|
|
2023
Q1 | $8.18M | Buy |
62,749
+824
| +1% | +$107K | 0.71% | 45 |
|
|
2022
Q4 | $8.3M | Buy |
61,925
+382
| +0.6% | +$51.2K | 0.75% | 44 |
|
|
2022
Q3 | $6.43M | Sell |
61,543
-2,506
| -4% | -$262K | 0.89% | 31 |
|
|
2022
Q2 | $7.21M | Buy |
64,049
+4,839
| +8% | +$545K | 0.94% | 32 |
|
|
2022
Q1 | $8.07M | Buy |
59,210
+6,602
| +13% | +$900K | 0.86% | 34 |
|
|
2021
Q4 | $8.33M | Buy |
52,608
+1,510
| +3% | +$239K | 0.83% | 37 |
|
|
2021
Q3 | $8.36M | Buy |
51,098
+9,268
| +22% | +$1.52M | 0.93% | 34 |
|
|
2021
Q2 | $6.51M | Buy |
41,830
+20,373
| +95% | +$3.17M | 0.71% | 40 |
|
|
2021
Q1 | $3.27M | Buy |
21,457
+1,668
| +8% | +$254K | 0.39% | 47 |
|
|
2020
Q4 | $2.52M | Sell |
19,789
-559
| -3% | -$71K | 0.32% | 52 |
|
|
2020
Q3 | $1.96M | Sell |
20,348
-55
| -0.3% | -$5.3K | 0.27% | 57 |
|
|
2020
Q2 | $1.92M | Hold |
20,403
| – | – | 0.28% | 61 |
|
|
2020
Q1 | $1.84M | Sell |
20,403
-2,774
| -12% | -$250K | 0.32% | 58 |
|
|
2019
Q4 | $3.23M | Sell |
23,177
-35
| -0.2% | -$4.88K | 0.45% | 55 |
|
|
2019
Q3 | $2.73M | Hold |
23,212
| – | – | 0.41% | 56 |
|
|
2019
Q2 | $2.6M | Sell |
23,212
-15
| -0.1% | -$1.68K | 0.38% | 55 |
|
|
2019
Q1 | $2.35M | Buy |
23,227
+20
| +0.1% | +$2.02K | 0.35% | 56 |
|
|
2018
Q4 | $2.27M | Sell |
23,207
-100
| -0.4% | -$9.76K | 0.38% | 53 |
|
|
2018
Q3 | $2.63M | Buy |
23,307
+3,986
| +21% | +$450K | 0.37% | 56 |
|
|
2018
Q2 | $2.01M | Buy |
19,321
+275
| +1% | +$28.7K | 0.31% | 58 |
|
|
2018
Q1 | $2.09M | Buy |
19,046
+292
| +2% | +$32.1K | 0.34% | 58 |
|
|
2017
Q4 | $2.01M | Sell |
18,754
-4
| -0% | -$428 | 0.31% | 61 |
|
|
2017
Q3 | $1.79M | Sell |
18,758
-666
| -3% | -$63.6K | 0.29% | 58 |
|
|
2017
Q2 | $1.78M | Sell |
19,424
-8,020
| -29% | -$733K | 0.29% | 58 |
|
|
2017
Q1 | $2.41M | Buy |
27,444
+230
| +0.8% | +$20.2K | 0.4% | 51 |
|
|
2016
Q4 | $2.35M | Buy |
27,214
+371
| +1% | +$32K | 0.42% | 45 |
|
|
2016
Q3 | $1.79M | Sell |
26,843
-24
| -0.1% | -$1.6K | 0.32% | 50 |
|
|
2016
Q2 | $1.67M | Sell |
26,867
-28,787
| -52% | -$1.79M | 0.34% | 49 |
|
|
2016
Q1 | $3.3M | Sell |
55,654
-15,172
| -21% | -$899K | 0.59% | 41 |
|
|
2015
Q4 | $4.68M | Sell |
70,826
-1,139
| -2% | -$75.2K | 0.76% | 41 |
|
|
2015
Q3 | $4.39M | Buy |
71,965
+20,021
| +39% | +$1.22M | 0.74% | 41 |
|
|
2015
Q2 | $3.52M | Buy |
51,944
+15,893
| +44% | +$1.08M | 0.52% | 53 |
|
|
2015
Q1 | $2.18M | Sell |
36,051
-134,788
| -79% | -$8.17M | 0.32% | 74 |
|
|
2014
Q4 | $10.7M | Sell |
170,839
-13,562
| -7% | -$849K | 1.55% | 21 |
|
|
2014
Q3 | $11.1M | Buy |
184,401
+7,804
| +4% | +$470K | 1.58% | 16 |
|
|
2014
Q2 | $10.2M | Buy |
176,597
+34,419
| +24% | +$1.98M | 1.51% | 18 |
|
|
2014
Q1 | $8.63M | Sell |
142,178
-348
| -0.2% | -$21.1K | 1.39% | 26 |
|
|
2013
Q4 | $8.34M | Buy |
142,526
+7,975
| +6% | +$466K | 1.34% | 26 |
|
|
2013
Q3 | $6.96M | Buy |
134,551
+57,284
| +74% | +$2.96M | 1.27% | 27 |
|
|
2013
Q2 | $4.08M | Buy |
+77,267
| New | +$4.08M | 0.81% | 44 |
|