BAM
Belpointe Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
48,391
+7,956
| +20% | +$2.31M | 0.58% | 31 |
|
|
2025
Q1 | $9.92M | Buy |
40,435
+371
| +0.9% | +$91K | 0.52% | 29 |
|
|
2024
Q4 | $9.01M | Sell |
40,064
-1,774
| -4% | -$399K | 0.54% | 28 |
|
|
2024
Q3 | $8.82M | Buy |
41,838
+5,094
| +14% | +$1.07M | 0.53% | 31 |
|
|
2024
Q2 | $7.43M | Buy |
36,744
+669
| +2% | +$135K | 0.52% | 28 |
|
|
2024
Q1 | $7.23M | Buy |
36,075
+3,784
| +12% | +$758K | 0.54% | 31 |
|
|
2023
Q4 | $5.49M | Buy |
32,291
+709
| +2% | +$121K | 0.48% | 35 |
|
|
2023
Q3 | $4.58M | Sell |
31,582
-1,115
| -3% | -$162K | 0.47% | 37 |
|
|
2023
Q2 | $4.76M | Sell |
32,697
-42,943
| -57% | -$6.25M | 0.5% | 31 |
|
|
2023
Q1 | $9.86M | Sell |
75,640
-95
| -0.1% | -$12.4K | 0.53% | 28 |
|
|
2022
Q4 | $10.2M | Buy |
75,735
+12,465
| +20% | +$1.67M | 0.61% | 21 |
|
|
2022
Q3 | $6.61M | Sell |
63,270
-14,575
| -19% | -$1.52M | 0.45% | 35 |
|
|
2022
Q2 | $8.61M | Buy |
77,845
+28,336
| +57% | +$3.13M | 0.58% | 23 |
|
|
2022
Q1 | $6.75M | Buy |
49,509
+8,621
| +21% | +$1.18M | 0.41% | 39 |
|
|
2021
Q4 | $6.48M | Buy |
40,888
+1,508
| +4% | +$239K | 0.4% | 40 |
|
|
2021
Q3 | $6.16M | Buy |
39,380
+2,232
| +6% | +$349K | 0.42% | 37 |
|
|
2021
Q2 | $5.78M | Buy |
37,148
+5,888
| +19% | +$916K | 0.42% | 37 |
|
|
2021
Q1 | $4.76M | Sell |
31,260
-3,065
| -9% | -$467K | 0.41% | 41 |
|
|
2020
Q4 | $4.36M | Sell |
34,325
-14,587
| -30% | -$1.85M | 0.39% | 48 |
|
|
2020
Q3 | $4.29M | Buy |
48,912
+5,459
| +13% | +$478K | 0.48% | 37 |
|
|
2020
Q2 | $4.09M | Buy |
43,453
+9,682
| +29% | +$910K | 0.53% | 32 |
|
|
2020
Q1 | $3.04M | Buy |
33,771
+882
| +3% | +$79.4K | 0.53% | 34 |
|
|
2019
Q4 | $4.59M | Buy |
32,889
+857
| +3% | +$119K | 0.58% | 33 |
|
|
2019
Q3 | $3.77M | Sell |
32,032
-3,640
| -10% | -$428K | 0.61% | 27 |
|
|
2019
Q2 | $3.99M | Sell |
35,672
-104
| -0.3% | -$11.6K | 0.78% | 23 |
|
|
2019
Q1 | $3.62M | Buy |
35,776
+1,797
| +5% | +$182K | 0.71% | 26 |
|
|
2018
Q4 | $3.32M | Buy |
33,979
+3,760
| +12% | +$367K | 0.84% | 15 |
|
|
2018
Q3 | $3.41M | Buy |
30,219
+5,548
| +22% | +$626K | 0.54% | 29 |
|
|
2018
Q2 | $2.57M | Buy |
24,671
+6,135
| +33% | +$639K | 0.72% | 19 |
|
|
2018
Q1 | $2.04M | Buy |
18,536
+1,594
| +9% | +$175K | 0.59% | 25 |
|
|
2017
Q4 | $1.81M | Sell |
16,942
-2,860
| -14% | -$306K | 0.4% | 46 |
|
|
2017
Q3 | $1.89M | Buy |
+19,802
| New | +$1.89M | 0.44% | 44 |
|