BBR Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.04M | Sell |
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|
2025
Q1 | $8.03M | Sell |
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|
2024
Q4 | $8.02M | Buy |
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|
2024
Q3 | $7.01M | Sell |
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|
2024
Q2 | $6.78M | Sell |
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|
2024
Q1 | $7.66M | Buy |
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|
2023
Q4 | $4.33M | Buy |
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|
2023
Q3 | $3.51M | Buy |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.16M | Sell |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $3.43M | Sell |
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|
2021
Q4 | $5.18M | Buy |
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|
2021
Q3 | $5.23M | Sell |
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|
2021
Q2 | $5.04M | Sell |
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|
2021
Q1 | $5.3M | Sell |
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|
2020
Q4 | $4.53M | Buy |
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|
2020
Q3 | $3.42M | Buy |
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|
2020
Q2 | $3.33M | Sell |
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|
2020
Q1 | $3.38M | Sell |
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|
2019
Q4 | $6.04M | Buy |
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|
2019
Q3 | $5.09M | Sell |
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|
2019
Q2 | $5.06M | Buy |
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|
2019
Q1 | $4.44M | Buy |
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|
2018
Q4 | $3.58M | Buy |
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|
2018
Q3 | $3.97M | Buy |
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|
2018
Q2 | $3.43M | Buy |
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|
2018
Q1 | $1.44M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $288K | Sell |
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|
2016
Q4 | $603K | Sell |
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|
2016
Q3 | $540K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.83M | Buy |
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|
2014
Q3 | $3.68M | Buy |
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