BWCS
Beirne Wealth Consulting Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Hold |
2,027
| – | – | 0.19% | 58 |
|
|
2025
Q1 | $497K | Hold |
2,027
| – | – | 0.18% | 61 |
|
|
2024
Q4 | $486K | Hold |
2,027
| – | – | 0.18% | 58 |
|
|
2024
Q3 | $427K | Hold |
2,027
| – | – | 0.15% | 65 |
|
|
2024
Q2 | $410K | Hold |
2,027
| – | – | 0.17% | 66 |
|
|
2024
Q1 | $406K | Sell |
2,027
-2,137
| -51% | -$428K | 0.17% | 67 |
|
|
2023
Q4 | $709K | Buy |
4,164
+1,995
| +92% | +$340K | 0.35% | 60 |
|
|
2023
Q3 | $315K | Hold |
2,169
| – | – | 0.25% | 68 |
|
|
2023
Q2 | $315K | Hold |
2,169
| – | – | 0.25% | 68 |
|
|
2023
Q1 | $283K | Buy |
2,169
+47
| +2% | +$6.13K | 0.2% | 78 |
|
|
2022
Q4 | $285K | Sell |
2,122
-34
| -2% | -$4.56K | 0.14% | 71 |
|
|
2022
Q3 | $225K | Sell |
2,156
-53
| -2% | -$5.53K | 0.09% | 89 |
|
|
2022
Q2 | $249K | Sell |
2,209
-310
| -12% | -$34.9K | 0.16% | 78 |
|
|
2022
Q1 | $343K | Buy |
2,519
+10
| +0.4% | +$1.36K | 0.19% | 69 |
|
|
2021
Q4 | $399K | Hold |
2,509
| – | – | 0.22% | 61 |
|
|
2021
Q3 | $411K | Buy |
2,509
+730
| +41% | +$120K | 0.23% | 62 |
|
|
2021
Q2 | $277K | Hold |
1,779
| – | – | 0.15% | 82 |
|
|
2021
Q1 | $271K | Sell |
1,779
-2,677
| -60% | -$408K | 0.16% | 72 |
|
|
2020
Q4 | $566K | Buy |
4,456
+560
| +14% | +$71.1K | 0.28% | 67 |
|
|
2020
Q3 | $375K | Buy |
+3,896
| New | +$375K | 0.22% | 79 |
|
|
2020
Q1 | – | Sell |
-2,135
| Closed | -$298K | – | 86 |
|
|
2019
Q4 | $298K | Sell |
2,135
-951
| -31% | -$133K | 0.26% | 65 |
|
|
2019
Q3 | $363K | Hold |
3,086
| – | – | 0.3% | 79 |
|
|
2019
Q2 | $345K | Sell |
3,086
-4,036
| -57% | -$451K | 0.31% | 87 |
|
|
2019
Q1 | $721K | Buy |
7,122
+316
| +5% | +$32K | 0.57% | 49 |
|
|
2018
Q4 | $664K | Buy |
+6,806
| New | +$664K | 0.57% | 48 |
|