Beirne Wealth Consulting Services’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 Q2	$737K	Sell	2,252 -134	-6%	-$41.6K	0.15%	54
2026 Q1	$702K	Buy	2,386 +4	+0.2%	+$1.21K	0.2%	56
2025 Q4	$768K	Sell	2,382 -2,674	-53%	-$828K	0.22%	56
2025 Q3	$1.6M	Buy	5,056 +3,029	+149%	+$901K	0.38%	45
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%	-$386K	0.17%	67
2023 Q4	$709K	Buy	4,164 +1,995	+92%	+$302K	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%	+$6.44K	0.2%	78
2022 Q4	$285K	Sell	2,122 -34	-2%	-$4.31K	0.14%	71
2022 Q3	$225K	Sell	2,156 -53	-2%	-$6.08K	0.09%	89
2022 Q2	$249K	Sell	2,209 -310	-12%	-$38.4K	0.16%	78
2022 Q1	$343K	Buy	2,519 +10	+0.4%	+$1.48K	0.19%	69
2021 Q4	$399K	Hold	2,509	–	–	0.22%	61
2021 Q3	$411K	Buy	2,509 +730	+41%	+$114K	0.23%	62
2021 Q2	$277K	Hold	1,779	–	–	0.15%	82
2021 Q1	$271K	Sell	1,779 -2,677	-60%	-$385K	0.16%	72
2020 Q4	$566K	Buy	4,456 +560	+14%	+$62.6K	0.28%	67
2020 Q3	$375K	Buy	+3,896	New	+$383K	0.22%	79
2020 Q1	–	Sell	-2,135	Closed	-$298K	–	86
2019 Q4	$298K	Sell	2,135 -951	-31%	-$122K	0.26%	65
2019 Q3	$363K	Hold	3,086	–	–	0.3%	79
2019 Q2	$345K	Sell	3,086 -4,036	-57%	-$445K	0.31%	87
2019 Q1	$721K	Buy	7,122 +316	+5%	+$32.6K	0.57%	49
2018 Q4	$664K	Buy	+6,806	New	+$725K	0.57%	48

Other funds holding JPM