BCGM Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.17M | Sell |
10,772
-822
| -7% | -$249K | 0.8% | 44 |
|
|
2025
Q4 | $3.74M | Sell |
11,594
-4,179
| -26% | -$1.29M | 0.95% | 34 |
|
|
2025
Q3 | $4.98M | Sell |
15,773
-2,477
| -14% | -$737K | 1.29% | 21 |
|
|
2025
Q2 | $5.29M | Sell |
18,250
-75
| -0.4% | -$19.1K | 1.49% | 15 |
|
|
2025
Q1 | $4.5M | Buy |
18,325
+444
| +2% | +$113K | 1.38% | 17 |
|
|
2024
Q4 | $4.29M | Sell |
17,881
-2,534
| -12% | -$590K | 1.36% | 18 |
|
|
2024
Q3 | $4.3M | Buy |
20,415
+307
| +2% | +$64.7K | 1.4% | 17 |
|
|
2024
Q2 | $4.07M | Buy |
20,108
+1,047
| +5% | +$205K | 1.41% | 15 |
|
|
2024
Q1 | $3.82M | Buy |
19,061
+516
| +3% | +$93.1K | 1.37% | 17 |
|
|
2023
Q4 | $3.15M | Buy |
18,545
+111
| +0.6% | +$16.8K | 1.28% | 22 |
|
|
2023
Q3 | $2.67M | Buy |
18,434
+601
| +3% | +$90.1K | 1.23% | 22 |
|
|
2023
Q2 | $2.59M | Buy |
17,833
+1,030
| +6% | +$142K | 1.14% | 23 |
|
|
2023
Q1 | $2.19M | Sell |
16,803
-913
| -5% | -$125K | 1.1% | 23 |
|
|
2022
Q4 | $2.38M | Buy |
17,716
+664
| +4% | +$84.1K | 1.16% | 21 |
|
|
2022
Q3 | $2.17M | Buy |
17,052
+884
| +5% | +$101K | 1.08% | 26 |
|
|
2022
Q2 | $1.86M | Sell |
16,168
-355
| -2% | -$44K | 0.95% | 26 |
|
|
2022
Q1 | $1.97M | Buy |
16,523
+830
| +5% | +$123K | 1.07% | 24 |
|
|
2021
Q4 | $2.48M | Buy |
15,693
+392
| +3% | +$64.4K | 1.34% | 14 |
|
|
2021
Q3 | $2.6M | Buy |
15,301
+1,098
| +8% | +$172K | 1.45% | 14 |
|
|
2021
Q2 | $2.16M | Buy |
14,203
+798
| +6% | +$125K | 1.28% | 16 |
|
|
2021
Q1 | $2M | Buy |
13,405
+1,049
| +8% | +$151K | 1.37% | 16 |
|
|
2020
Q4 | $1.75M | Buy |
+12,356
| New | +$1.38M | 1.24% | 18 |
|
Other funds holding JPM
VCM
VPM
