Bernardo Wealth Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $779K | Buy |
2,647
+160
| +6% | +$48.6K | 0.15% | 63 |
|
|
2025
Q4 | $801K | Buy |
2,487
+45
| +2% | +$13.9K | 0.15% | 58 |
|
|
2025
Q3 | $770K | Buy |
2,442
+15
| +0.6% | +$4.46K | 0.15% | 55 |
|
|
2025
Q2 | $704K | Buy |
2,427
+74
| +3% | +$18.9K | 0.15% | 58 |
|
|
2025
Q1 | $577K | Buy |
2,353
+77
| +3% | +$19.6K | 0.14% | 61 |
|
|
2024
Q4 | $546K | Buy |
2,276
+26
| +1% | +$6.06K | 0.13% | 60 |
|
|
2024
Q3 | $505K | Sell |
2,250
-154
| -6% | -$32.4K | 0.12% | 64 |
|
|
2024
Q2 | $486K | Sell |
2,404
-199
| -8% | -$38.9K | 0.13% | 58 |
|
|
2024
Q1 | $521K | Buy |
2,603
+305
| +13% | +$55K | 0.15% | 57 |
|
|
2023
Q4 | $391K | Buy |
2,298
+54
| +2% | +$8.18K | 0.12% | 63 |
|
|
2023
Q3 | $325K | Buy |
2,244
+640
| +40% | +$95.9K | 0.13% | 64 |
|
|
2023
Q2 | $233K | Sell |
1,604
-22
| -1% | -$3.03K | 0.09% | 74 |
|
|
2023
Q1 | $212K | Sell |
1,626
-92
| -5% | -$12.6K | 0.09% | 83 |
|
|
2022
Q4 | $230K | Sell |
1,718
-140
| -8% | -$17.7K | 0.11% | 78 |
|
|
2022
Q3 | $227K | Sell |
1,858
-430
| -19% | -$49.3K | 0.13% | 76 |
|
|
2022
Q2 | $257K | Buy |
2,288
+260
| +13% | +$32.2K | 0.15% | 68 |
|
|
2022
Q1 | $276K | Buy |
2,028
+661
| +48% | +$97.6K | 0.14% | 71 |
|
|
2021
Q4 | $216K | Buy |
+1,367
| New | +$224K | 0.11% | 77 |
|
|
2021
Q1 | – | Sell |
-16,238
| Closed | -$2.06M | – | 110 |
|
|
2020
Q4 | $2.06M | Buy |
16,238
+574
| +4% | +$64.2K | 0.8% | 27 |
|
|
2020
Q3 | $1.51M | Buy |
15,664
+1,792
| +13% | +$176K | 0.68% | 28 |
|
|
2020
Q2 | $1.3M | Sell |
13,872
-24
| -0.2% | -$2.28K | 0.7% | 32 |
|
|
2020
Q1 | $1.25M | Buy |
13,896
+1,129
| +9% | +$137K | 0.87% | 28 |
|
|
2019
Q4 | $1.78M | Buy |
12,767
+3
| +0% | +$385 | 1.08% | 20 |
|
|
2019
Q3 | $1.5M | Sell |
12,764
-951
| -7% | -$108K | 1.09% | 21 |
|
|
2019
Q2 | $1.53M | Sell |
13,715
-123
| -0.9% | -$13.6K | 1.2% | 22 |
|
|
2019
Q1 | $1.4M | Buy |
13,838
+555
| +4% | +$57.2K | 1.11% | 23 |
|
|
2018
Q4 | $1.3M | Buy |
+13,283
| New | +$1.42M | 1.15% | 20 |
|
Other funds holding JPM
VCM
VPM
