BWM
BCGM Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Sell |
18,250
-75
| -0.4% | -$21.7K | 1.49% | 15 |
|
|
2025
Q1 | $4.5M | Buy |
18,325
+444
| +2% | +$109K | 1.38% | 17 |
|
|
2024
Q4 | $4.29M | Sell |
17,881
-2,534
| -12% | -$607K | 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% | +$212K | 1.41% | 15 |
|
|
2024
Q1 | $3.82M | Buy |
19,061
+516
| +3% | +$103K | 1.37% | 17 |
|
|
2023
Q4 | $3.15M | Buy |
18,545
+111
| +0.6% | +$18.9K | 1.28% | 22 |
|
|
2023
Q3 | $2.67M | Buy |
18,434
+601
| +3% | +$87.2K | 1.23% | 22 |
|
|
2023
Q2 | $2.59M | Buy |
17,833
+1,030
| +6% | +$150K | 1.14% | 23 |
|
|
2023
Q1 | $2.19M | Sell |
16,803
-913
| -5% | -$119K | 1.1% | 23 |
|
|
2022
Q4 | $2.38M | Buy |
17,716
+664
| +4% | +$89K | 1.16% | 21 |
|
|
2022
Q3 | $2.17M | Buy |
17,052
+884
| +5% | +$112K | 1.08% | 26 |
|
|
2022
Q2 | $1.87M | Sell |
16,168
-355
| -2% | -$41K | 0.95% | 26 |
|
|
2022
Q1 | $1.97M | Buy |
16,523
+830
| +5% | +$99.1K | 1.07% | 24 |
|
|
2021
Q4 | $2.49M | Buy |
15,693
+392
| +3% | +$62.1K | 1.34% | 14 |
|
|
2021
Q3 | $2.6M | Buy |
15,301
+1,098
| +8% | +$187K | 1.45% | 14 |
|
|
2021
Q2 | $2.16M | Buy |
14,203
+798
| +6% | +$121K | 1.28% | 16 |
|
|
2021
Q1 | $2M | Buy |
13,405
+1,049
| +8% | +$157K | 1.37% | 16 |
|
|
2020
Q4 | $1.75M | Buy |
+12,356
| New | +$1.75M | 1.24% | 18 |
|