BWA
BDO Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.72M | Buy |
46,224
+292
| +0.6% | +$42.5K | 0.77% | 25 |
|
|
2023
Q1 | $5.99M | Buy |
45,932
+1,050
| +2% | +$137K | 0.73% | 24 |
|
|
2022
Q4 | $6.02M | Buy |
44,882
+814
| +2% | +$109K | 0.75% | 25 |
|
|
2022
Q3 | $4.61M | Buy |
44,068
+910
| +2% | +$95.1K | 0.61% | 30 |
|
|
2022
Q2 | $4.86M | Sell |
43,158
-1,195
| -3% | -$135K | 0.6% | 30 |
|
|
2022
Q1 | $6.05M | Buy |
44,353
+733
| +2% | +$99.9K | 0.65% | 29 |
|
|
2021
Q4 | $6.91M | Buy |
43,620
+541
| +1% | +$85.7K | 0.73% | 25 |
|
|
2021
Q3 | $7.05M | Sell |
43,079
-461
| -1% | -$75.5K | 0.78% | 26 |
|
|
2021
Q2 | $6.77M | Sell |
43,540
-1,014
| -2% | -$158K | 0.75% | 26 |
|
|
2021
Q1 | $6.78M | Buy |
44,554
+13,224
| +42% | +$2.01M | 0.8% | 27 |
|
|
2020
Q4 | $3.98M | Buy |
31,330
+41
| +0.1% | +$5.21K | 0.56% | 34 |
|
|
2020
Q3 | $3.01M | Sell |
31,289
-452
| -1% | -$43.5K | 0.49% | 36 |
|
|
2020
Q2 | $2.99M | Buy |
31,741
+350
| +1% | +$32.9K | 0.52% | 33 |
|
|
2020
Q1 | $2.83M | Buy |
31,391
+3,826
| +14% | +$344K | 0.57% | 33 |
|
|
2019
Q4 | $3.84M | Sell |
27,565
-1,279
| -4% | -$178K | 0.99% | 22 |
|
|
2019
Q3 | $3.4M | Buy |
28,844
+227
| +0.8% | +$26.7K | 0.87% | 24 |
|
|
2019
Q2 | $3.2M | Buy |
28,617
+77
| +0.3% | +$8.61K | 0.87% | 25 |
|
|
2019
Q1 | $2.89M | Buy |
28,540
+1,014
| +4% | +$103K | 0.84% | 28 |
|
|
2018
Q4 | $2.69M | Sell |
27,526
-1,323
| -5% | -$129K | 0.92% | 26 |
|
|
2018
Q3 | $3.26M | Buy |
28,849
+833
| +3% | +$94K | 1.05% | 19 |
|
|
2018
Q2 | $2.92M | Buy |
28,016
+664
| +2% | +$69.2K | 0.99% | 19 |
|
|
2018
Q1 | $3.01M | Buy |
27,352
+3,717
| +16% | +$409K | 1.13% | 17 |
|
|
2017
Q4 | $2.53M | Buy |
23,635
+1,536
| +7% | +$164K | 1.13% | 14 |
|
|
2017
Q3 | $2.11M | Sell |
22,099
-3,673
| -14% | -$351K | 1.05% | 14 |
|
|
2017
Q2 | $2.36M | Buy |
+25,772
| New | +$2.36M | 1.03% | 17 |
|