BCA
Bay Colony Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
16,638
+27
| +0.2% | +$7.83K | 0.67% | 27 |
|
|
2025
Q1 | $4.03M | Buy |
16,611
+267
| +2% | +$64.8K | 0.62% | 28 |
|
|
2024
Q4 | $3.92M | Buy |
16,344
+14
| +0.1% | +$3.36K | 0.58% | 31 |
|
|
2024
Q3 | $3.44M | Buy |
16,330
+89
| +0.5% | +$18.8K | 0.52% | 38 |
|
|
2024
Q2 | $3.28M | Buy |
16,241
+279
| +2% | +$56.4K | 0.55% | 38 |
|
|
2024
Q1 | $3.2M | Buy |
15,962
+837
| +6% | +$168K | 0.56% | 39 |
|
|
2023
Q4 | $2.57M | Buy |
15,125
+588
| +4% | +$100K | 0.51% | 44 |
|
|
2023
Q3 | $2.11M | Buy |
14,537
+1,418
| +11% | +$206K | 0.51% | 47 |
|
|
2023
Q2 | $1.91M | Buy |
13,119
+10
| +0.1% | +$1.45K | 0.46% | 53 |
|
|
2023
Q1 | $1.69M | Sell |
13,109
-2,570
| -16% | -$331K | 0.45% | 54 |
|
|
2022
Q4 | $2.1M | Sell |
15,679
-698
| -4% | -$93.6K | 0.55% | 41 |
|
|
2022
Q3 | $1.71M | Buy |
16,377
+269
| +2% | +$28.1K | 0.51% | 44 |
|
|
2022
Q2 | $1.86M | Sell |
16,108
-3,814
| -19% | -$440K | 0.47% | 46 |
|
|
2022
Q1 | $2.72M | Sell |
19,922
-203
| -1% | -$27.7K | 0.65% | 34 |
|
|
2021
Q4 | $3.19M | Sell |
20,125
-447
| -2% | -$70.8K | 0.91% | 15 |
|
|
2021
Q3 | $3.37M | Buy |
20,572
+14
| +0.1% | +$2.29K | 1.1% | 7 |
|
|
2021
Q2 | $3.2M | Buy |
20,558
+937
| +5% | +$146K | 1.07% | 8 |
|
|
2021
Q1 | $2.99M | Buy |
19,621
+9,847
| +101% | +$1.5M | 1.14% | 7 |
|
|
2020
Q4 | $1.24M | Buy |
9,774
+118
| +1% | +$15K | 0.66% | 44 |
|
|
2020
Q3 | $930K | Sell |
9,656
-2,489
| -20% | -$240K | 0.58% | 62 |
|
|
2020
Q2 | $1.14M | Buy |
12,145
+745
| +7% | +$70.1K | 0.82% | 31 |
|
|
2020
Q1 | $1.03M | Buy |
11,400
+2,756
| +32% | +$248K | 0.93% | 24 |
|
|
2019
Q4 | $1.18M | Sell |
8,644
-1,708
| -16% | -$234K | 0.77% | 28 |
|
|
2019
Q3 | $1.22M | Buy |
10,352
+3,530
| +52% | +$415K | 0.83% | 23 |
|
|
2019
Q2 | $763K | Buy |
6,822
+162
| +2% | +$18.1K | 0.49% | 55 |
|
|
2019
Q1 | $671K | Buy |
6,660
+89
| +1% | +$8.97K | 0.44% | 61 |
|
|
2018
Q4 | $641K | Buy |
6,571
+741
| +13% | +$72.3K | 0.55% | 45 |
|
|
2018
Q3 | $658K | Buy |
5,830
+467
| +9% | +$52.7K | 0.5% | 59 |
|
|
2018
Q2 | $559K | Buy |
+5,363
| New | +$559K | 0.39% | 61 |
|