BMM
Berkshire Money Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
1,516
-425
| -22% | -$123K | 0.05% | 66 |
|
|
2025
Q1 | $476K | Sell |
1,941
-25
| -1% | -$6.13K | 0.05% | 56 |
|
|
2024
Q4 | $471K | Buy |
+1,966
| New | +$471K | 0.05% | 53 |
|
|
2024
Q2 | – | Sell |
-1,510
| Closed | -$302K | – | 58 |
|
|
2024
Q1 | $302K | Buy |
+1,510
| New | +$302K | 0.04% | 64 |
|
|
2016
Q1 | – | Sell |
-215
| Closed | -$14.2K | – | 27 |
|
|
2015
Q4 | $14.2K | Buy |
+215
| New | +$14.2K | ﹤0.01% | 23 |
|