Bell & Brown Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Buy |
33,983
+52
| +0.2% | +$15.1K | 3.52% | 6 |
|
|
2025
Q1 | $8.32M | Sell |
33,931
-49
| -0.1% | -$12K | 3.25% | 7 |
|
|
2024
Q4 | $8.15M | Buy |
33,980
+30
| +0.1% | +$7.19K | 3.03% | 8 |
|
|
2024
Q3 | $7.16M | Buy |
33,950
+78
| +0.2% | +$16.4K | 2.8% | 9 |
|
|
2024
Q2 | $6.85M | Buy |
33,872
+907
| +3% | +$184K | 2.63% | 10 |
|
|
2024
Q1 | $6.6M | Sell |
32,965
-741
| -2% | -$148K | 2.83% | 11 |
|
|
2023
Q4 | $5.73M | Buy |
+33,706
| New | +$5.73M | 2.66% | 12 |
|
|
2023
Q2 | $4.86M | Buy |
33,440
+731
| +2% | +$106K | 2.43% | 13 |
|
|
2023
Q1 | $4.26M | Sell |
32,709
-602
| -2% | -$78.4K | 2.27% | 15 |
|
|
2022
Q4 | $4.47M | Buy |
33,311
+734
| +2% | +$98.4K | 2.46% | 12 |
|
|
2022
Q3 | $3.4M | Sell |
32,577
-350
| -1% | -$36.6K | 2.1% | 20 |
|
|
2022
Q2 | $3.71M | Sell |
32,927
-41
| -0.1% | -$4.62K | 1.98% | 20 |
|
|
2022
Q1 | $4.49M | Buy |
32,968
+528
| +2% | +$72K | 2.04% | 19 |
|
|
2021
Q4 | $5.09M | Buy |
32,440
+1,263
| +4% | +$198K | 2.46% | 12 |
|
|
2021
Q3 | $5.1M | Buy |
+31,177
| New | +$5.1M | 2.75% | 10 |
|
|
2020
Q3 | $3.04M | Buy |
30,286
+2,159
| +8% | +$217K | 2.2% | 18 |
|
|
2020
Q2 | $2.75M | Buy |
28,127
+1,183
| +4% | +$116K | 2.15% | 20 |
|
|
2020
Q1 | $2.42M | Buy |
26,944
+1,765
| +7% | +$158K | 2.24% | 16 |
|
|
2019
Q4 | $3.43M | Sell |
25,179
-817
| -3% | -$111K | 2.56% | 8 |
|
|
2019
Q3 | $3.02M | Buy |
25,996
+174
| +0.7% | +$20.2K | 2.48% | 7 |
|
|
2019
Q2 | $2.89M | Buy |
25,822
+601
| +2% | +$67.2K | 2.54% | 6 |
|
|
2019
Q1 | $2.55M | Buy |
25,221
+496
| +2% | +$50.2K | 2.33% | 7 |
|
|
2018
Q4 | $2.41M | Buy |
24,725
+644
| +3% | +$62.9K | 2.58% | 5 |
|
|
2018
Q3 | $2.63M | Sell |
24,081
-108
| -0.4% | -$11.8K | 2.44% | 4 |
|
|
2018
Q2 | $2.52M | Buy |
24,189
+323
| +1% | +$33.7K | 2.49% | 7 |
|
|
2018
Q1 | $2.58M | Sell |
23,866
-297
| -1% | -$32K | 2.71% | 4 |
|
|
2017
Q4 | $2.58M | Buy |
+24,163
| New | +$2.58M | 2.68% | 5 |
|