BWM
BigSur Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
38,691
-5
| -0% | -$1.45K | 2.83% | 5 |
|
|
2025
Q1 | $9.49M | Buy |
38,696
+5,340
| +16% | +$1.31M | 2.57% | 8 |
|
|
2024
Q4 | $8M | Sell |
33,356
-1,937
| -5% | -$464K | 2.28% | 9 |
|
|
2024
Q3 | $7.44M | Buy |
35,293
+2,010
| +6% | +$424K | 2.05% | 9 |
|
|
2024
Q2 | $6.73M | Buy |
33,283
+3,149
| +10% | +$637K | 2.06% | 10 |
|
|
2024
Q1 | $6.04M | Buy |
+30,134
| New | +$6.04M | 1.89% | 8 |
|
|
2023
Q4 | – | Sell |
-15,303
| Closed | -$2.22M | – | 119 |
|
|
2023
Q3 | $2.22M | Sell |
15,303
-1,100
| -7% | -$160K | 1.12% | 24 |
|
|
2023
Q2 | $2.39M | Sell |
16,403
-158
| -1% | -$23K | 1.14% | 24 |
|
|
2023
Q1 | $2.16M | Buy |
16,561
+6,490
| +64% | +$846K | 1.01% | 27 |
|
|
2022
Q4 | $1.35M | Sell |
10,071
-200
| -2% | -$26.8K | 0.65% | 43 |
|
|
2022
Q3 | $1.07M | Sell |
10,271
-171
| -2% | -$17.9K | 0.54% | 49 |
|
|
2022
Q2 | $1.18M | Hold |
10,442
| – | – | 0.55% | 49 |
|
|
2022
Q1 | $1.42M | Sell |
10,442
-50
| -0.5% | -$6.81K | 0.55% | 51 |
|
|
2021
Q4 | $1.66M | Hold |
10,492
| – | – | 0.65% | 45 |
|
|
2021
Q3 | $1.72M | Sell |
10,492
-1,500
| -13% | -$245K | 0.77% | 36 |
|
|
2021
Q2 | $1.87M | Sell |
11,992
-1,900
| -14% | -$295K | 0.84% | 35 |
|
|
2021
Q1 | $2.12M | Buy |
13,892
+114
| +0.8% | +$17.4K | 1.09% | 26 |
|
|
2020
Q4 | $1.75M | Hold |
13,778
| – | – | 0.99% | 30 |
|
|
2020
Q3 | $1.33M | Sell |
13,778
-1,900
| -12% | -$183K | 0.84% | 33 |
|
|
2020
Q2 | $1.48M | Sell |
15,678
-3,000
| -16% | -$282K | 1.05% | 25 |
|
|
2020
Q1 | $1.68M | Buy |
18,678
+400
| +2% | +$36K | 1.26% | 17 |
|
|
2019
Q4 | $2.55M | Hold |
18,278
| – | – | 1.44% | 15 |
|
|
2019
Q3 | $2.15M | Sell |
18,278
-2,000
| -10% | -$235K | 1.45% | 15 |
|
|
2019
Q2 | $2.31M | Sell |
20,278
-2,143
| -10% | -$244K | 1.61% | 12 |
|
|
2019
Q1 | $2.27M | Sell |
22,421
-3,800
| -14% | -$385K | 1.49% | 13 |
|
|
2018
Q4 | $2.56M | Buy |
26,221
+908
| +4% | +$88.7K | 1.82% | 9 |
|
|
2018
Q3 | $2.86M | Buy |
25,313
+4,600
| +22% | +$519K | 1.79% | 11 |
|
|
2018
Q2 | $2.16M | Buy |
20,713
+2,700
| +15% | +$281K | 1.57% | 13 |
|
|
2018
Q1 | $1.98M | Buy |
18,013
+3,677
| +26% | +$404K | 1.41% | 15 |
|
|
2017
Q4 | $1.53M | Sell |
14,336
-800
| -5% | -$85.5K | 1.52% | 12 |
|
|
2017
Q3 | $1.45M | Hold |
15,136
| – | – | 1.45% | 12 |
|
|
2017
Q2 | $1.42M | Hold |
15,136
| – | – | 1.44% | 12 |
|
|
2017
Q1 | $1.31M | Sell |
15,136
-1,000
| -6% | -$86.7K | 1.42% | 13 |
|
|
2016
Q4 | $1.39M | Buy |
+16,136
| New | +$1.39M | 1.86% | 11 |
|