BAM
Berkshire Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Sell |
356,372
-1,301
| -0.4% | -$377K | 4.69% | 1 |
|
|
2025
Q1 | $90.2M | Sell |
357,673
-44,528
| -11% | -$11.2M | 4.32% | 1 |
|
|
2024
Q4 | $107M | Sell |
402,201
-17,667
| -4% | -$4.68M | 5.04% | 1 |
|
|
2024
Q3 | $84.9M | Hold |
419,868
| – | – | 4.32% | 2 |
|
|
2024
Q2 | $84.9M | Buy |
419,868
+20,945
| +5% | +$4.24M | 4.23% | 2 |
|
|
2024
Q1 | $79.9M | Sell |
398,923
-56,304
| -12% | -$11.3M | 4.23% | 2 |
|
|
2023
Q4 | $77.4M | Buy |
455,227
+1,966
| +0.4% | +$334K | 4.41% | 2 |
|
|
2023
Q3 | $65.7M | Sell |
453,261
-4,337
| -0.9% | -$629K | 4.1% | 2 |
|
|
2023
Q2 | $66.6M | Buy |
457,598
+4,727
| +1% | +$687K | 3.95% | 2 |
|
|
2023
Q1 | $59M | Sell |
452,871
-970
| -0.2% | -$126K | 3.65% | 4 |
|
|
2022
Q4 | $60.9M | Buy |
453,841
+2,741
| +0.6% | +$368K | 3.9% | 3 |
|
|
2022
Q3 | $47.1M | Sell |
451,100
-5,033
| -1% | -$526K | 3.34% | 4 |
|
|
2022
Q2 | $51.4M | Buy |
456,133
+13,502
| +3% | +$1.52M | 3.36% | 4 |
|
|
2022
Q1 | $60.3M | Buy |
442,631
+10,398
| +2% | +$1.42M | 3.81% | 3 |
|
|
2021
Q4 | $68.4M | Sell |
432,233
-5,304
| -1% | -$840K | 4.17% | 2 |
|
|
2021
Q3 | $71.6M | Buy |
437,537
+6,089
| +1% | +$997K | 4.79% | 1 |
|
|
2021
Q2 | $67.1M | Buy |
431,448
+25,193
| +6% | +$3.92M | 4.53% | 1 |
|
|
2021
Q1 | $61.8M | Sell |
406,255
-28,800
| -7% | -$4.38M | 4.59% | 1 |
|
|
2020
Q4 | $55.3M | Buy |
435,055
+42,541
| +11% | +$5.41M | 4.25% | 1 |
|
|
2020
Q3 | $37.8M | Sell |
392,514
-22,796
| -5% | -$2.19M | 3.65% | 2 |
|
|
2020
Q2 | $39.1M | Buy |
415,310
+18,869
| +5% | +$1.77M | 3.59% | 2 |
|
|
2020
Q1 | $35.7M | Buy |
396,441
+12,672
| +3% | +$1.14M | 3.71% | 2 |
|
|
2019
Q4 | $53.5M | Sell |
383,769
-35,949
| -9% | -$5.01M | 4.55% | 1 |
|
|
2019
Q3 | $49.4M | Sell |
419,718
-14,378
| -3% | -$1.69M | 4.25% | 1 |
|
|
2019
Q2 | $48.5M | Sell |
434,096
-389
| -0.1% | -$43.5K | 4.02% | 1 |
|
|
2019
Q1 | $44M | Buy |
434,485
+1,392
| +0.3% | +$141K | 3.73% | 2 |
|
|
2018
Q4 | $42.3M | Sell |
433,093
-1,104
| -0.3% | -$108K | 3.95% | 1 |
|
|
2018
Q3 | $49M | Buy |
434,197
+21,730
| +5% | +$2.45M | 4.15% | 1 |
|
|
2018
Q2 | $43M | Buy |
412,467
+4,601
| +1% | +$479K | 4.03% | 1 |
|
|
2018
Q1 | $44.9M | Buy |
407,866
+5,163
| +1% | +$568K | 4.35% | 1 |
|
|
2017
Q4 | $43.1M | Buy |
402,703
+33,281
| +9% | +$3.56M | 4.18% | 1 |
|
|
2017
Q3 | $35.3M | Buy |
369,422
+3,957
| +1% | +$378K | 3.94% | 1 |
|
|
2017
Q2 | $33.4M | Buy |
365,465
+4,496
| +1% | +$411K | 3.8% | 1 |
|
|
2017
Q1 | $31.7M | Buy |
360,969
+12,139
| +3% | +$1.07M | 3.76% | 1 |
|
|
2016
Q4 | $30.1M | Buy |
348,830
+2,666
| +0.8% | +$230K | 3.89% | 1 |
|
|
2016
Q3 | $23.1M | Buy |
346,164
+10,933
| +3% | +$728K | 3.31% | 1 |
|
|
2016
Q2 | $20.8M | Sell |
335,231
-9,652
| -3% | -$600K | 3.17% | 3 |
|
|
2016
Q1 | $20.4M | Buy |
344,883
+10,187
| +3% | +$603K | 3.18% | 3 |
|
|
2015
Q4 | $22.1M | Buy |
334,696
+7,822
| +2% | +$516K | 3.65% | 1 |
|
|
2015
Q3 | $19.9M | Buy |
326,874
+6,497
| +2% | +$396K | 3.56% | 1 |
|
|
2015
Q2 | $21.7M | Buy |
320,377
+669
| +0.2% | +$45.3K | 3.65% | 1 |
|
|
2015
Q1 | $19.4M | Buy |
319,708
+3,002
| +0.9% | +$182K | 3.24% | 3 |
|
|
2014
Q4 | $19.8M | Buy |
316,706
+4,646
| +1% | +$291K | 3.4% | 3 |
|
|
2014
Q3 | $18.8M | Sell |
312,060
-4,691
| -1% | -$283K | 3.47% | 1 |
|
|
2014
Q2 | $18.3M | Sell |
316,751
-8,118
| -2% | -$468K | 3.39% | 1 |
|
|
2014
Q1 | $19.7M | Sell |
324,869
-16,951
| -5% | -$1.03M | 3.8% | 1 |
|
|
2013
Q4 | $20M | Buy |
341,820
+50,188
| +17% | +$2.94M | 3.77% | 1 |
|
|
2013
Q3 | $15.1M | Buy |
291,632
+23,668
| +9% | +$1.22M | 3.63% | 1 |
|
|
2013
Q2 | $14.1M | Buy |
+267,964
| New | +$14.1M | 3.92% | 1 |
|