BA
BCM Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
4,293
-1,806
| -30% | -$536K | 0.27% | 40 |
|
|
2025
Q1 | $1.54M | Hold |
6,099
| – | – | 0.35% | 38 |
|
|
2024
Q4 | $1.65M | Hold |
6,099
| – | – | 0.37% | 37 |
|
|
2024
Q3 | $1.34M | Buy |
6,099
+4,834
| +382% | +$1.06M | 0.31% | 39 |
|
|
2024
Q2 | $263K | Buy |
1,265
+30
| +2% | +$6.24K | 0.06% | 60 |
|
|
2024
Q1 | $238K | Buy |
+1,235
| New | +$238K | 0.06% | 60 |
|
|
2021
Q1 | – | Sell |
-2,708
| Closed | -$344K | – | 54 |
|
|
2020
Q4 | $344K | Hold |
2,708
| – | – | 0.11% | 48 |
|
|
2020
Q3 | $261K | Hold |
2,708
| – | – | 0.1% | 49 |
|
|
2020
Q2 | $255K | Buy |
+2,708
| New | +$255K | 0.11% | 44 |
|
|
2020
Q1 | – | Sell |
-1,908
| Closed | -$266K | – | 49 |
|
|
2019
Q4 | $266K | Sell |
1,908
-30
| -2% | -$4.18K | 0.1% | 35 |
|
|
2019
Q3 | $228K | Buy |
+1,938
| New | +$228K | 0.1% | 37 |
|
|
2018
Q4 | – | Sell |
-1,902
| Closed | -$215K | – | 38 |
|
|
2018
Q3 | $215K | Buy |
+1,902
| New | +$215K | 0.11% | 38 |
|
|
2017
Q1 | – | Sell |
-1,680
| Closed | -$145K | – | 62 |
|
|
2016
Q4 | $145K | Buy |
+1,680
| New | +$145K | 0.1% | 34 |
|