BCS 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 | $875K | Sell |
2,976
-3,022
| -50% | -$917K | 0.18% | 109 |
|
|
2025
Q4 | $1.93M | Buy |
5,998
+3,822
| +176% | +$1.18M | 0.2% | 101 |
|
|
2025
Q3 | $686K | Sell |
2,176
-880
| -29% | -$262K | 0.15% | 118 |
|
|
2025
Q2 | $886K | Buy |
3,056
+783
| +34% | +$200K | 0.19% | 101 |
|
|
2025
Q1 | $557K | Sell |
2,273
-895
| -28% | -$228K | 0.14% | 138 |
|
|
2024
Q4 | $759K | Buy |
3,168
+62
| +2% | +$14.4K | 0.19% | 107 |
|
|
2024
Q3 | $655K | Buy |
3,106
+1,131
| +57% | +$238K | 0.28% | 73 |
|
|
2024
Q2 | $400K | Buy |
1,975
+39
| +2% | +$7.63K | 0.19% | 104 |
|
|
2024
Q1 | $388K | Buy |
1,936
+2
| +0.1% | +$361 | 0.12% | 162 |
|
|
2023
Q4 | $329K | Sell |
1,934
-78
| -4% | -$11.8K | 0.12% | 156 |
|
|
2023
Q3 | $292K | Buy |
2,012
+443
| +28% | +$66.4K | 0.12% | 153 |
|
|
2023
Q2 | $228K | Buy |
+1,569
| New | +$216K | 0.17% | 104 |
|
|
2022
Q3 | – | Sell |
-3,137
| Closed | -$353K | – | 186 |
|
|
2022
Q2 | $353K | Buy |
+3,137
| New | +$389K | 0.16% | 122 |
|
|
2022
Q1 | – | Sell |
-6,336
| Closed | -$1M | – | 200 |
|
|
2021
Q4 | $1M | Buy |
6,336
+4,552
| +255% | +$748K | 0.36% | 64 |
|
|
2021
Q3 | $292K | Buy |
1,784
+23
| +1% | +$3.61K | 0.12% | 138 |
|
|
2021
Q2 | $274K | Buy |
1,761
+60
| +4% | +$9.42K | 0.15% | 130 |
|
|
2021
Q1 | $259K | Buy |
1,701
+57
| +3% | +$8.2K | 0.12% | 132 |
|
|
2020
Q4 | $209K | Buy |
+1,644
| New | +$184K | 0.11% | 137 |
|
|
2020
Q1 | – | Sell |
-1,814
| Closed | -$253K | – | 115 |
|
|
2019
Q4 | $253K | Buy |
+1,814
| New | +$233K | 0.17% | 93 |
|
Other funds holding JPM
VCM
VPM
