BAM
Bellevue Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Buy |
3,416
+11
| +0.3% | +$3.19K | 0.48% | 28 |
|
|
2025
Q1 | $835K | Sell |
3,405
-1,992
| -37% | -$489K | 0.46% | 28 |
|
|
2024
Q4 | $1.29M | Buy |
5,397
+2
| +0% | +$479 | 0.67% | 23 |
|
|
2024
Q3 | $1.14M | Buy |
5,395
+2
| +0% | +$422 | 0.58% | 23 |
|
|
2024
Q2 | $1.09M | Buy |
5,393
+2
| +0% | +$405 | 0.6% | 22 |
|
|
2024
Q1 | $1.08M | Sell |
5,391
-57
| -1% | -$11.4K | 0.61% | 22 |
|
|
2023
Q4 | $927K | Sell |
5,448
-52
| -0.9% | -$8.85K | 0.82% | 27 |
|
|
2023
Q3 | $798K | Sell |
5,500
-7
| -0.1% | -$1.02K | 0.54% | 23 |
|
|
2023
Q2 | $801K | Buy |
5,507
+3
| +0.1% | +$436 | 0.5% | 24 |
|
|
2023
Q1 | $717K | Sell |
5,504
-72
| -1% | -$9.38K | 0.49% | 24 |
|
|
2022
Q4 | $742K | Sell |
5,576
-72
| -1% | -$9.59K | 0.57% | 23 |
|
|
2022
Q3 | $604K | Sell |
5,648
-21
| -0.4% | -$2.25K | 0.47% | 32 |
|
|
2022
Q2 | $639K | Sell |
5,669
-73
| -1% | -$8.23K | 0.46% | 34 |
|
|
2022
Q1 | $791K | Sell |
5,742
-4
| -0.1% | -$551 | 0.49% | 32 |
|
|
2021
Q4 | $910K | Sell |
5,746
-94
| -2% | -$14.9K | 0.54% | 29 |
|
|
2021
Q3 | $959K | Buy |
5,840
+1
| +0% | +$164 | 0.59% | 30 |
|
|
2021
Q2 | $908K | Buy |
5,839
+1
| +0% | +$156 | 0.55% | 31 |
|
|
2021
Q1 | $890K | Buy |
5,838
+101
| +2% | +$15.4K | 0.55% | 31 |
|
|
2020
Q4 | $757K | Sell |
5,737
-49
| -0.8% | -$6.47K | 0.46% | 32 |
|
|
2020
Q3 | $557K | Buy |
5,786
+2,027
| +54% | +$195K | 0.39% | 39 |
|
|
2020
Q2 | $354K | Hold |
3,759
| – | – | 0.36% | 48 |
|
|
2020
Q1 | $355K | Buy |
3,759
+109
| +3% | +$10.3K | 0.37% | 50 |
|
|
2019
Q4 | $509K | Buy |
+3,650
| New | +$509K | 0.39% | 40 |
|