BWM
Baystate Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.63M | Sell |
9,575
-1,482
| -13% | -$252K | 0.12% | 70 |
|
|
2023
Q3 | $1.6M | Buy |
11,057
+1,258
| +13% | +$182K | 0.13% | 61 |
|
|
2023
Q2 | $1.43M | Buy |
9,799
+1,076
| +12% | +$157K | 0.12% | 69 |
|
|
2023
Q1 | $1.14M | Sell |
8,723
-943
| -10% | -$123K | 0.1% | 81 |
|
|
2022
Q4 | $1.3M | Buy |
9,666
+742
| +8% | +$99.5K | 0.12% | 80 |
|
|
2022
Q3 | $933K | Sell |
8,924
-369
| -4% | -$38.6K | 0.1% | 84 |
|
|
2022
Q2 | $1.05M | Buy |
9,293
+574
| +7% | +$64.7K | 0.1% | 77 |
|
|
2022
Q1 | $1.19M | Buy |
8,719
+36
| +0.4% | +$4.91K | 0.1% | 69 |
|
|
2021
Q4 | $1.38M | Buy |
8,683
+1,639
| +23% | +$260K | 0.12% | 60 |
|
|
2021
Q3 | $1.15M | Buy |
7,044
+247
| +4% | +$40.4K | 0.11% | 59 |
|
|
2021
Q2 | $1.06M | Buy |
6,797
+520
| +8% | +$80.9K | 0.1% | 66 |
|
|
2021
Q1 | $956K | Buy |
6,277
+723
| +13% | +$110K | 0.1% | 64 |
|
|
2020
Q4 | $706K | Buy |
5,554
+347
| +7% | +$44.1K | 0.08% | 67 |
|
|
2020
Q3 | $501K | Sell |
5,207
-2,328
| -31% | -$224K | 0.06% | 76 |
|
|
2020
Q2 | $709K | Buy |
7,535
+691
| +10% | +$65K | 0.08% | 57 |
|
|
2020
Q1 | $616K | Sell |
6,844
-249
| -4% | -$22.4K | 0.08% | 53 |
|
|
2019
Q4 | $989K | Buy |
7,093
+684
| +11% | +$95.4K | 0.12% | 40 |
|
|
2019
Q3 | $754K | Sell |
6,409
-218
| -3% | -$25.6K | 0.1% | 41 |
|
|
2019
Q2 | $753K | Sell |
6,627
-349
| -5% | -$39.7K | 0.1% | 44 |
|
|
2019
Q1 | $792K | Buy |
6,976
+389
| +6% | +$44.2K | 0.1% | 42 |
|
|
2018
Q4 | $689K | Sell |
6,587
-446
| -6% | -$46.7K | 0.1% | 42 |
|
|
2018
Q3 | $784K | Buy |
7,033
+599
| +9% | +$66.8K | 0.14% | 37 |
|
|
2018
Q2 | $685K | Sell |
6,434
-77
| -1% | -$8.2K | 0.1% | 38 |
|
|
2018
Q1 | $722K | Buy |
6,511
+4,823
| +286% | +$535K | 0.11% | 37 |
|
|
2017
Q4 | $879K | Sell |
1,688
-6,130
| -78% | -$3.19M | 0.13% | 33 |
|
|
2017
Q3 | $754K | Buy |
7,818
+162
| +2% | +$15.6K | 0.13% | 32 |
|
|
2017
Q2 | $700K | Buy |
7,656
+469
| +7% | +$42.9K | 0.13% | 33 |
|
|
2017
Q1 | $614K | Buy |
7,187
+2,448
| +52% | +$209K | 0.12% | 36 |
|
|
2016
Q4 | $412K | Buy |
4,739
+267
| +6% | +$23.2K | 0.08% | 40 |
|
|
2016
Q3 | $298K | Buy |
4,472
+629
| +16% | +$41.9K | 0.06% | 42 |
|
|
2016
Q2 | $239K | Sell |
3,843
-29
| -0.7% | -$1.8K | 0.05% | 50 |
|
|
2016
Q1 | $229K | Buy |
3,872
+288
| +8% | +$17K | 0.05% | 50 |
|
|
2015
Q4 | $237K | Sell |
3,584
-48
| -1% | -$3.17K | 0.05% | 44 |
|
|
2015
Q3 | $221K | Buy |
3,632
+675
| +23% | +$41.1K | 0.06% | 49 |
|
|
2015
Q2 | $200K | Buy |
+2,957
| New | +$200K | 0.05% | 55 |
|
|
2013
Q3 | – | Sell |
-341
| Closed | -$18K | – | 134 |
|
|
2013
Q2 | $18K | Buy |
+341
| New | +$18K | 0.01% | 161 |
|