BWM
Birchcreek Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
6,801
-32
| -0.5% | -$9.28K | 1.12% | 18 |
|
|
2025
Q1 | $1.68M | Sell |
6,833
-320
| -4% | -$78.5K | 1.06% | 19 |
|
|
2024
Q4 | $1.71M | Buy |
7,153
+241
| +3% | +$57.8K | 1.08% | 18 |
|
|
2024
Q3 | $1.46M | Sell |
6,912
-164
| -2% | -$34.6K | 0.96% | 21 |
|
|
2024
Q2 | $1.43M | Hold |
7,076
| – | – | 0.81% | 28 |
|
|
2024
Q1 | $1.42M | Sell |
7,076
-9
| -0.1% | -$1.8K | 0.75% | 31 |
|
|
2023
Q4 | $1.21M | Buy |
7,085
+19
| +0.3% | +$3.23K | 0.72% | 39 |
|
|
2023
Q3 | $1.02M | Buy |
7,066
+291
| +4% | +$42.2K | 0.69% | 42 |
|
|
2023
Q2 | $985K | Buy |
6,775
+763
| +13% | +$111K | 0.69% | 39 |
|
|
2023
Q1 | $783K | Buy |
6,012
+517
| +9% | +$67.4K | 0.62% | 42 |
|
|
2022
Q4 | $737K | Buy |
5,495
+130
| +2% | +$17.4K | 0.66% | 44 |
|
|
2022
Q3 | $561K | Buy |
5,365
+707
| +15% | +$73.9K | 0.52% | 53 |
|
|
2022
Q2 | $525K | Sell |
4,658
-350
| -7% | -$39.4K | 0.47% | 55 |
|
|
2022
Q1 | $683K | Buy |
5,008
+226
| +5% | +$30.8K | 0.61% | 43 |
|
|
2021
Q4 | $757K | Buy |
4,782
+19
| +0.4% | +$3.01K | 0.66% | 40 |
|
|
2021
Q3 | $780K | Buy |
4,763
+42
| +0.9% | +$6.88K | 0.73% | 37 |
|
|
2021
Q2 | $734K | Sell |
4,721
-925
| -16% | -$144K | 0.71% | 35 |
|
|
2021
Q1 | $859K | Buy |
5,646
+75
| +1% | +$11.4K | 0.91% | 33 |
|
|
2020
Q4 | $707K | Buy |
+5,571
| New | +$707K | 0.69% | 37 |
|