BCM Advisors’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 | $1.28M | Sell |
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|
2025
Q1 | $1.54M | Hold |
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|
2024
Q4 | $1.65M | Hold |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $238K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $228K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $145K | Buy |
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