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Bellwether Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
1,057
-26
| -2% | -$7.54K | 0.05% | 101 |
|
|
2025
Q1 | $266K | Sell |
1,083
-40
| -4% | -$9.81K | 0.06% | 106 |
|
|
2024
Q4 | $269K | Buy |
1,123
+88
| +9% | +$21.1K | 0.05% | 113 |
|
|
2024
Q3 | $218K | Buy |
+1,035
| New | +$218K | 0.04% | 114 |
|
|
2023
Q2 | – | Sell |
-96
| Closed | -$12.6K | – | 285 |
|
|
2023
Q1 | $12.6K | Sell |
96
-49
| -34% | -$6.42K | ﹤0.01% | 263 |
|
|
2022
Q4 | $19.5K | Sell |
145
-348
| -71% | -$46.8K | 0.01% | 242 |
|
|
2022
Q3 | $51K | Buy |
493
+268
| +119% | +$27.7K | 0.02% | 160 |
|
|
2022
Q2 | $25K | Buy |
225
+2
| +0.9% | +$222 | 0.01% | 204 |
|
|
2022
Q1 | $30K | Hold |
223
| – | – | 0.01% | 220 |
|
|
2021
Q4 | $35K | Hold |
223
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $36K | Hold |
223
| – | – | 0.01% | 217 |
|
|
2021
Q2 | $34K | Sell |
223
-142
| -39% | -$21.7K | 0.01% | 197 |
|
|
2021
Q1 | $55K | Buy |
365
+271
| +288% | +$40.8K | 0.02% | 165 |
|
|
2020
Q4 | $11K | Buy |
+94
| New | +$11K | ﹤0.01% | 232 |
|