BP
BBR Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.04M | Sell |
31,171
-1,555
| -5% | -$451K | 0.56% | 18 |
|
|
2025
Q1 | $8.03M | Sell |
32,726
-745
| -2% | -$183K | 0.57% | 20 |
|
|
2024
Q4 | $8.02M | Buy |
33,471
+228
| +0.7% | +$54.7K | 0.56% | 18 |
|
|
2024
Q3 | $7.01M | Sell |
33,243
-301
| -0.9% | -$63.5K | 0.53% | 20 |
|
|
2024
Q2 | $6.78M | Sell |
33,544
-4,686
| -12% | -$948K | 0.56% | 20 |
|
|
2024
Q1 | $7.66M | Buy |
38,230
+12,793
| +50% | +$2.56M | 0.61% | 19 |
|
|
2023
Q4 | $4.33M | Buy |
25,437
+1,266
| +5% | +$215K | 0.44% | 25 |
|
|
2023
Q3 | $3.51M | Buy |
24,171
+4,012
| +20% | +$582K | 0.39% | 28 |
|
|
2023
Q2 | $2.93M | Buy |
20,159
+45
| +0.2% | +$6.55K | 0.32% | 31 |
|
|
2023
Q1 | $2.62M | Buy |
20,114
+317
| +2% | +$41.3K | 0.3% | 35 |
|
|
2022
Q4 | $2.65M | Sell |
19,797
-913
| -4% | -$122K | 0.3% | 34 |
|
|
2022
Q3 | $2.16M | Sell |
20,710
-5,575
| -21% | -$583K | 0.28% | 43 |
|
|
2022
Q2 | $2.96M | Buy |
26,285
+1,120
| +4% | +$126K | 0.35% | 35 |
|
|
2022
Q1 | $3.43M | Sell |
25,165
-7,544
| -23% | -$1.03M | 0.32% | 40 |
|
|
2021
Q4 | $5.18M | Buy |
32,709
+743
| +2% | +$118K | 0.61% | 23 |
|
|
2021
Q3 | $5.23M | Sell |
31,966
-450
| -1% | -$73.7K | 0.43% | 20 |
|
|
2021
Q2 | $5.04M | Sell |
32,416
-2,419
| -7% | -$376K | 0.4% | 22 |
|
|
2021
Q1 | $5.3M | Sell |
34,835
-826
| -2% | -$126K | 0.44% | 21 |
|
|
2020
Q4 | $4.53M | Buy |
35,661
+105
| +0.3% | +$13.3K | 0.38% | 21 |
|
|
2020
Q3 | $3.42M | Buy |
35,556
+101
| +0.3% | +$9.72K | 0.29% | 28 |
|
|
2020
Q2 | $3.34M | Sell |
35,455
-2,142
| -6% | -$201K | 0.42% | 22 |
|
|
2020
Q1 | $3.39M | Sell |
37,597
-5,724
| -13% | -$515K | 0.5% | 20 |
|
|
2019
Q4 | $6.04M | Buy |
43,321
+50
| +0.1% | +$6.97K | 0.66% | 16 |
|
|
2019
Q3 | $5.09M | Sell |
43,271
-1,973
| -4% | -$232K | 0.78% | 13 |
|
|
2019
Q2 | $5.06M | Buy |
45,244
+1,411
| +3% | +$158K | 0.81% | 14 |
|
|
2019
Q1 | $4.44M | Buy |
43,833
+7,115
| +19% | +$720K | 0.58% | 23 |
|
|
2018
Q4 | $3.58M | Buy |
36,718
+1,566
| +4% | +$153K | 0.47% | 31 |
|
|
2018
Q3 | $3.97M | Buy |
35,152
+2,198
| +7% | +$248K | 0.57% | 18 |
|
|
2018
Q2 | $3.43M | Buy |
32,954
+19,831
| +151% | +$2.07M | 0.58% | 17 |
|
|
2018
Q1 | $1.44M | Buy |
+13,123
| New | +$1.44M | 0.26% | 26 |
|
|
2017
Q2 | – | Sell |
-3,280
| Closed | -$288K | – | 73 |
|
|
2017
Q1 | $288K | Sell |
3,280
-3,709
| -53% | -$326K | 0.06% | 52 |
|
|
2016
Q4 | $603K | Sell |
6,989
-1,125
| -14% | -$97.1K | 0.1% | 34 |
|
|
2016
Q3 | $540K | Buy |
+8,114
| New | +$540K | 0.09% | 41 |
|
|
2015
Q1 | – | Sell |
-61,153
| Closed | -$3.83M | – | 85 |
|
|
2014
Q4 | $3.83M | Buy |
61,153
+84
| +0.1% | +$5.26K | 0.51% | 13 |
|
|
2014
Q3 | $3.68M | Buy |
+61,069
| New | +$3.68M | 0.56% | 10 |
|