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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Sell |
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|
2025
Q1 | $4.5M | Buy |
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|
2024
Q4 | $4.29M | Sell |
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|
2024
Q3 | $4.3M | Buy |
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|
2024
Q2 | $4.07M | Buy |
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|
2024
Q1 | $3.82M | Buy |
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|
2023
Q4 | $3.15M | Buy |
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|
2023
Q3 | $2.67M | Buy |
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|
2023
Q2 | $2.59M | Buy |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q3 | $2.6M | Buy |
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|
2021
Q2 | $2.16M | Buy |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $1.75M | Buy |
|