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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Buy |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $759K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $228K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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