BAM
Bayview Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
9,000
-57
| -0.6% | -$16.5K | 1% | 5 |
|
|
2025
Q1 | $2.22M | Buy |
+9,057
| New | +$2.22M | 0.94% | 5 |
|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$633K | – | 30 |
|
|
2024
Q3 | $633K | Sell |
3,000
-2,500
| -45% | -$527K | 0.2% | 21 |
|
|
2024
Q2 | $1.11M | Buy |
5,500
+1,000
| +22% | +$202K | 0.39% | 16 |
|
|
2024
Q1 | $901K | Buy |
+4,500
| New | +$901K | 0.35% | 13 |
|