BCWM
Bartlett & Co Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222M | Buy |
767,328
+11,988
| +2% | +$3.48M | 3.1% | 4 |
|
|
2025
Q1 | $185M | Sell |
755,340
-6,127
| -0.8% | -$1.5M | 2.73% | 6 |
|
|
2024
Q4 | $183M | Sell |
761,467
-8,025
| -1% | -$1.92M | 2.65% | 6 |
|
|
2024
Q3 | $162M | Sell |
769,492
-21,301
| -3% | -$4.49M | 2.33% | 8 |
|
|
2024
Q2 | $160M | Sell |
790,793
-6,777
| -0.8% | -$1.37M | 2.43% | 6 |
|
|
2024
Q1 | $160M | Sell |
797,570
-23,547
| -3% | -$4.72M | 2.46% | 6 |
|
|
2023
Q4 | $140M | Buy |
821,117
+2,427
| +0.3% | +$413K | 2.27% | 6 |
|
|
2023
Q3 | $119M | Buy |
818,690
+5,039
| +0.6% | +$731K | 2.13% | 8 |
|
|
2023
Q2 | $118M | Buy |
813,651
+77,340
| +11% | +$11.2M | 2.05% | 9 |
|
|
2023
Q1 | $95.9M | Buy |
736,311
+11,166
| +2% | +$1.45M | 1.85% | 10 |
|
|
2022
Q4 | $97.2M | Buy |
725,145
+5,231
| +0.7% | +$701K | 1.96% | 11 |
|
|
2022
Q3 | $75.2M | Sell |
719,914
-883
| -0.1% | -$92.3K | 1.62% | 11 |
|
|
2022
Q2 | $81.2M | Buy |
720,797
+2,832
| +0.4% | +$319K | 1.64% | 12 |
|
|
2022
Q1 | $97.9M | Buy |
717,965
+38,401
| +6% | +$5.23M | 1.71% | 10 |
|
|
2021
Q4 | $108M | Buy |
679,564
+2,888
| +0.4% | +$457K | 1.82% | 10 |
|
|
2021
Q3 | $111M | Buy |
676,676
+3,178
| +0.5% | +$520K | 2.11% | 8 |
|
|
2021
Q2 | $105M | Buy |
673,498
+1,704
| +0.3% | +$265K | 2% | 9 |
|
|
2021
Q1 | $102M | Buy |
671,794
+5,582
| +0.8% | +$850K | 2.06% | 9 |
|
|
2020
Q4 | $84.7M | Sell |
666,212
-67
| -0% | -$8.51K | 1.81% | 12 |
|
|
2020
Q3 | $64.1M | Buy |
666,279
+10,824
| +2% | +$1.04M | 1.5% | 15 |
|
|
2020
Q2 | $61.7M | Buy |
655,455
+11,981
| +2% | +$1.13M | 1.61% | 14 |
|
|
2020
Q1 | $57.9M | Buy |
643,474
+793
| +0.1% | +$71.4K | 1.76% | 11 |
|
|
2019
Q4 | $89.6M | Sell |
642,681
-1,013
| -0.2% | -$141K | 2.19% | 9 |
|
|
2019
Q3 | $75.8M | Buy |
643,694
+401,532
| +166% | +$47.3M | 1.99% | 11 |
|
|
2019
Q2 | $27.1M | Buy |
242,162
+15,724
| +7% | +$1.76M | 1.01% | 37 |
|
|
2019
Q1 | $22.9M | Buy |
226,438
+132,552
| +141% | +$13.4M | 0.88% | 47 |
|
|
2018
Q4 | $9.17M | Sell |
93,886
-4,135
| -4% | -$404K | 0.39% | 63 |
|
|
2018
Q3 | $11.1M | Buy |
98,021
+546
| +0.6% | +$61.6K | 0.41% | 65 |
|
|
2018
Q2 | $10.2M | Buy |
97,475
+1,395
| +1% | +$145K | 0.41% | 66 |
|
|
2018
Q1 | $10.6M | Buy |
+96,080
| New | +$10.6M | 0.44% | 66 |
|