BHPW
Beverly Hills Private Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
53,737
-343
| -0.6% | -$99.4K | 2.92% | 3 |
|
|
2025
Q1 | $13.3M | Sell |
54,080
-235
| -0.4% | -$57.6K | 2.62% | 4 |
|
|
2024
Q4 | $13M | Buy |
54,315
+8,225
| +18% | +$1.97M | 2.63% | 4 |
|
|
2024
Q3 | $9.72M | Buy |
46,090
+1,299
| +3% | +$274K | 1.96% | 7 |
|
|
2024
Q2 | $9.06M | Buy |
44,791
+3,261
| +8% | +$660K | 1.97% | 5 |
|
|
2024
Q1 | $8.32M | Buy |
41,530
+775
| +2% | +$155K | 1.92% | 5 |
|
|
2023
Q4 | $6.93M | Buy |
40,755
+1,363
| +3% | +$232K | 1.81% | 4 |
|
|
2023
Q3 | $5.71M | Sell |
39,392
-19,852
| -34% | -$2.88M | 1.7% | 6 |
|
|
2023
Q2 | $9.24M | Buy |
59,244
+20,856
| +54% | +$3.25M | 1.52% | 8 |
|
|
2023
Q1 | $5M | Buy |
38,388
+14,928
| +64% | +$1.95M | 1.55% | 9 |
|
|
2022
Q4 | $3.15M | Buy |
+23,460
| New | +$3.15M | 1.37% | 13 |
|