BCM
Barometer Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
43,400
-9,213
| -18% | -$2.66M | 3.46% | 5 |
|
|
2025
Q1 | $12.8M | Buy |
52,613
+1,708
| +3% | +$416K | 4.78% | 4 |
|
|
2024
Q4 | $10.2M | Sell |
50,905
-2,442
| -5% | -$491K | 4.1% | 7 |
|
|
2024
Q3 | $11.2M | Buy |
53,347
+2,442
| +5% | +$512K | 3.22% | 14 |
|
|
2024
Q2 | $10.2M | Sell |
50,905
-8,012
| -14% | -$1.61M | 3.95% | 6 |
|
|
2024
Q1 | $11.3M | Sell |
58,917
-4,896
| -8% | -$939K | 2.93% | 9 |
|
|
2023
Q4 | $10.8M | Sell |
63,813
-14,380
| -18% | -$2.43M | 3.06% | 7 |
|
|
2023
Q3 | $11.3M | Buy |
78,193
+19,135
| +32% | +$2.75M | 3.55% | 8 |
|
|
2023
Q2 | $8.53M | Sell |
59,058
-2,530
| -4% | -$365K | 2.28% | 15 |
|
|
2023
Q1 | $7.96M | Buy |
61,588
+2,950
| +5% | +$381K | 2.04% | 15 |
|
|
2022
Q4 | $7.81M | Buy |
+58,638
| New | +$7.81M | 2.3% | 15 |
|
|
2021
Q3 | – | Sell |
-37,988
| Closed | -$5.87M | – | 146 |
|
|
2021
Q2 | $5.87M | Sell |
37,988
-33,032
| -47% | -$5.11M | 1.12% | 32 |
|
|
2021
Q1 | $10.7M | Buy |
71,020
+27,620
| +64% | +$4.18M | 1.78% | 19 |
|
|
2020
Q4 | $5.48M | Buy |
+43,400
| New | +$5.48M | 1.03% | 39 |
|
|
2020
Q1 | – | Sell |
-121,406
| Closed | -$16.8M | – | 124 |
|
|
2019
Q4 | $16.8M | Buy |
121,406
+117,906
| +3,369% | +$16.3M | 2.66% | 10 |
|
|
2019
Q3 | $409K | Buy |
3,500
+1,100
| +46% | +$129K | 0.04% | 124 |
|
|
2019
Q2 | $266K | Buy |
+2,400
| New | +$266K | 0.03% | 122 |
|
|
2018
Q4 | – | Sell |
-191,135
| Closed | -$21.6M | – | 149 |
|
|
2018
Q3 | $21.6M | Buy |
191,135
+104,585
| +121% | +$11.8M | 1.68% | 13 |
|
|
2018
Q2 | $9.02M | Buy |
+86,550
| New | +$9.02M | 0.75% | 40 |
|
|
2018
Q1 | – | Sell |
-184,500
| Closed | -$19.7M | – | 164 |
|
|
2017
Q4 | $19.7M | Sell |
184,500
-6,050
| -3% | -$647K | 1.78% | 14 |
|
|
2017
Q3 | $18.2M | Buy |
190,550
+123,150
| +183% | +$11.8M | 1.77% | 15 |
|
|
2017
Q2 | $6.16M | Sell |
67,400
-324,700
| -83% | -$29.7M | 0.63% | 49 |
|
|
2017
Q1 | $34.4M | Buy |
392,100
+91,950
| +31% | +$8.08M | 2.99% | 3 |
|
|
2016
Q4 | $25.9M | Sell |
300,150
-66,300
| -18% | -$5.72M | 2.9% | 4 |
|
|
2016
Q3 | $24.4M | Buy |
366,450
+345,350
| +1,637% | +$23M | 2.71% | 5 |
|
|
2016
Q2 | $1.31M | Buy |
21,100
+2,100
| +11% | +$130K | 0.13% | 96 |
|
|
2016
Q1 | $1.13M | Buy |
+19,000
| New | +$1.13M | 0.11% | 101 |
|
|
2015
Q4 | – | Sell |
-222,600
| Closed | -$13.6M | – | 140 |
|
|
2015
Q3 | $13.6M | Sell |
222,600
-399,650
| -64% | -$24.4M | 1.68% | 25 |
|
|
2015
Q2 | $42.2M | Buy |
622,250
+318,850
| +105% | +$21.6M | 3.43% | 3 |
|
|
2015
Q1 | $18.4M | Buy |
303,400
+286,100
| +1,654% | +$17.3M | 1.42% | 28 |
|
|
2014
Q4 | $1.08M | Buy |
17,300
+5,200
| +43% | +$326K | 0.1% | 78 |
|
|
2014
Q3 | $729K | Buy |
+12,100
| New | +$729K | 0.06% | 100 |
|