BWFA
Baltimore-Washington Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Buy |
124,376
+5,471
| +5% | +$1.59M | 1.68% | 20 |
|
|
2025
Q1 | $29.2M | Buy |
118,905
+2,589
| +2% | +$635K | 1.55% | 24 |
|
|
2024
Q4 | $27.9M | Buy |
116,316
+2,782
| +2% | +$667K | 1.43% | 24 |
|
|
2024
Q3 | $23.9M | Buy |
113,534
+2,617
| +2% | +$552K | 1.29% | 27 |
|
|
2024
Q2 | $22.4M | Buy |
110,917
+3,411
| +3% | +$690K | 1.3% | 26 |
|
|
2024
Q1 | $21.5M | Buy |
107,506
+27,620
| +35% | +$5.53M | 1.34% | 27 |
|
|
2023
Q4 | $13.6M | Buy |
79,886
+4,250
| +6% | +$723K | 0.94% | 39 |
|
|
2023
Q3 | $11M | Sell |
75,636
-282
| -0.4% | -$40.9K | 0.89% | 44 |
|
|
2023
Q2 | $11M | Sell |
75,918
-32,878
| -30% | -$4.78M | 0.88% | 42 |
|
|
2023
Q1 | $14.2M | Sell |
108,796
-396
| -0.4% | -$51.6K | 1.25% | 29 |
|
|
2022
Q4 | $14.6M | Sell |
109,192
-1,141
| -1% | -$153K | 1.43% | 26 |
|
|
2022
Q3 | $11.6M | Sell |
110,333
-1,774
| -2% | -$186K | 0.97% | 32 |
|
|
2022
Q2 | $12.6M | Buy |
112,107
+8,682
| +8% | +$978K | 1.35% | 27 |
|
|
2022
Q1 | $15.7M | Sell |
103,425
-7,217
| -7% | -$1.1M | 1.54% | 22 |
|
|
2021
Q4 | $17.5M | Buy |
110,642
+2,457
| +2% | +$389K | 1.41% | 27 |
|
|
2021
Q3 | $17.7M | Buy |
108,185
+4,085
| +4% | +$669K | 1.56% | 23 |
|
|
2021
Q2 | $16.2M | Buy |
104,100
+996
| +1% | +$155K | 1.51% | 24 |
|
|
2021
Q1 | $15.7M | Buy |
103,104
+1,944
| +2% | +$296K | 1.6% | 21 |
|
|
2020
Q4 | $12.9M | Sell |
101,160
-952
| -0.9% | -$121K | 1.4% | 28 |
|
|
2020
Q3 | $9.83M | Buy |
102,112
+2,323
| +2% | +$224K | 1.27% | 35 |
|
|
2020
Q2 | $9.39M | Buy |
99,789
+528
| +0.5% | +$49.7K | 1.29% | 33 |
|
|
2020
Q1 | $8.94M | Buy |
99,261
+2,488
| +3% | +$224K | 1.61% | 21 |
|
|
2019
Q4 | $13.5M | Buy |
96,773
+3,791
| +4% | +$528K | 1.98% | 13 |
|
|
2019
Q3 | $10.9M | Sell |
92,982
-790
| -0.8% | -$93K | 1.8% | 15 |
|
|
2019
Q2 | $10.5M | Sell |
93,772
-538
| -0.6% | -$60.2K | 1.77% | 17 |
|
|
2019
Q1 | $9.55M | Buy |
94,310
+656
| +0.7% | +$66.4K | 1.67% | 19 |
|
|
2018
Q4 | $9.14M | Sell |
93,654
-349
| -0.4% | -$34.1K | 1.89% | 16 |
|
|
2018
Q3 | $10.6M | Buy |
94,003
+4,489
| +5% | +$507K | 1.92% | 15 |
|
|
2018
Q2 | $9.33M | Buy |
89,514
+6,027
| +7% | +$628K | 1.85% | 19 |
|
|
2018
Q1 | $9.18M | Buy |
83,487
+8,481
| +11% | +$933K | 2% | 15 |
|
|
2017
Q4 | $8.02M | Buy |
75,006
+34,886
| +87% | +$3.73M | 1.69% | 23 |
|
|
2017
Q3 | $3.83M | Buy |
+40,120
| New | +$3.83M | 0.87% | 53 |
|
|
2015
Q4 | – | Sell |
-69
| Closed | -$4K | – | 179 |
|
|
2015
Q3 | $4K | Buy |
69
+11
| +19% | +$638 | ﹤0.01% | 229 |
|
|
2015
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 207 |
|
|
2015
Q1 | $4K | Sell |
58
-15
| -21% | -$1.03K | ﹤0.01% | 237 |
|
|
2014
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 228 |
|
|
2014
Q3 | $4K | Buy |
73
+15
| +26% | +$822 | ﹤0.01% | 249 |
|
|
2014
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 265 |
|
|
2014
Q1 | $4K | Hold |
58
| – | – | ﹤0.01% | 216 |
|
|
2013
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 260 |
|
|
2013
Q3 | $3K | Sell |
58
-450
| -89% | -$23.3K | ﹤0.01% | 201 |
|
|
2013
Q2 | $27K | Buy |
+508
| New | +$27K | 0.01% | 126 |
|