BL
BCWM LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
41,769
-998
| -2% | -$289K | 3.84% | 4 |
|
|
2025
Q1 | $10.5M | Sell |
42,767
-737
| -2% | -$181K | 3.65% | 6 |
|
|
2024
Q4 | $10.4M | Buy |
+43,504
| New | +$10.4M | 3.71% | 6 |
|
|
2024
Q2 | $9.28M | Buy |
45,861
+1,438
| +3% | +$291K | 3.34% | 7 |
|
|
2024
Q1 | $8.9M | Sell |
44,423
-15,129
| -25% | -$3.03M | 3.06% | 8 |
|
|
2023
Q4 | $10.1M | Sell |
59,552
-900
| -1% | -$153K | 3.43% | 4 |
|
|
2023
Q3 | $8.77M | Sell |
60,452
-1,766
| -3% | -$256K | 3.2% | 6 |
|
|
2023
Q2 | $9.05M | Buy |
62,218
+68
| +0.1% | +$9.89K | 2.98% | 7 |
|
|
2023
Q1 | $8.1M | Buy |
62,150
+6,173
| +11% | +$804K | 2.57% | 14 |
|
|
2022
Q4 | $7.51M | Buy |
55,977
+280
| +0.5% | +$37.6K | 2.47% | 15 |
|
|
2022
Q3 | $5.82M | Buy |
55,697
+1,298
| +2% | +$136K | 2.11% | 21 |
|
|
2022
Q2 | $6.13M | Buy |
54,399
+1,862
| +4% | +$210K | 2.09% | 23 |
|
|
2022
Q1 | $7.16M | Buy |
52,537
+747
| +1% | +$102K | 2.14% | 22 |
|
|
2021
Q4 | $8.2M | Buy |
51,790
+220
| +0.4% | +$34.8K | 2.41% | 19 |
|
|
2021
Q3 | $8.44M | Buy |
51,570
+821
| +2% | +$134K | 2.52% | 16 |
|
|
2021
Q2 | $7.89M | Buy |
+50,749
| New | +$7.89M | 2.33% | 22 |
|