BWM
BerganKDV Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.79M | Sell |
39,777
-887
| -2% | -$129K | 0.58% | 40 |
|
|
2023
Q1 | $5.3M | Buy |
40,664
+2,270
| +6% | +$296K | 0.55% | 45 |
|
|
2022
Q4 | $5.15M | Buy |
38,394
+2,399
| +7% | +$322K | 0.56% | 42 |
|
|
2022
Q3 | $3.76M | Buy |
35,995
+2,079
| +6% | +$217K | 0.45% | 47 |
|
|
2022
Q2 | $3.82M | Buy |
33,916
+24,649
| +266% | +$2.78M | 0.44% | 44 |
|
|
2022
Q1 | $1.26M | Sell |
9,267
-988
| -10% | -$135K | 0.14% | 116 |
|
|
2021
Q4 | $1.62M | Buy |
10,255
+977
| +11% | +$155K | 0.17% | 101 |
|
|
2021
Q3 | $1.52M | Buy |
9,278
+48
| +0.5% | +$7.86K | 0.17% | 99 |
|
|
2021
Q2 | $1.44M | Sell |
9,230
-1,615
| -15% | -$251K | 0.17% | 104 |
|
|
2021
Q1 | $1.65M | Sell |
10,845
-823
| -7% | -$125K | 0.21% | 91 |
|
|
2020
Q4 | $1.48M | Sell |
11,668
-804
| -6% | -$102K | 0.21% | 89 |
|
|
2020
Q3 | $1.2M | Sell |
12,472
-83
| -0.7% | -$7.99K | 0.19% | 92 |
|
|
2020
Q2 | $1.18M | Buy |
12,555
+337
| +3% | +$31.7K | 0.2% | 92 |
|
|
2020
Q1 | $1.1M | Buy |
12,218
+762
| +7% | +$68.6K | 0.23% | 86 |
|
|
2019
Q4 | $1.6M | Buy |
11,456
+457
| +4% | +$63.7K | 0.28% | 84 |
|
|
2019
Q3 | $1.3M | Buy |
10,999
+131
| +1% | +$15.4K | 0.26% | 84 |
|
|
2019
Q2 | $1.22M | Sell |
10,868
-38
| -0.3% | -$4.25K | 0.24% | 83 |
|
|
2019
Q1 | $1.1M | Sell |
10,906
-107
| -1% | -$10.8K | 0.23% | 81 |
|
|
2018
Q4 | $1.08M | Sell |
11,013
-490
| -4% | -$47.8K | 0.25% | 74 |
|
|
2018
Q3 | $1.3M | Buy |
11,503
+287
| +3% | +$32.4K | 0.28% | 67 |
|
|
2018
Q2 | $1.17M | Buy |
11,216
+226
| +2% | +$23.6K | 0.26% | 72 |
|
|
2018
Q1 | $1.21M | Sell |
10,990
-726
| -6% | -$79.9K | 0.33% | 64 |
|
|
2017
Q4 | $1.25M | Sell |
11,716
-1,568
| -12% | -$168K | 0.3% | 64 |
|
|
2017
Q3 | $1.27M | Buy |
13,284
+4,891
| +58% | +$467K | 0.32% | 62 |
|
|
2017
Q2 | $767K | Buy |
8,393
+100
| +1% | +$9.14K | 0.22% | 90 |
|
|
2017
Q1 | $728K | Buy |
8,293
+27
| +0.3% | +$2.37K | 0.22% | 95 |
|
|
2016
Q4 | $713K | Buy |
8,266
+477
| +6% | +$41.1K | 0.24% | 89 |
|
|
2016
Q3 | $519K | Sell |
7,789
-346
| -4% | -$23.1K | 0.18% | 111 |
|
|
2016
Q2 | $506K | Buy |
8,135
+716
| +10% | +$44.5K | 0.22% | 102 |
|
|
2016
Q1 | $439K | Buy |
+7,419
| New | +$439K | 0.26% | 98 |
|