BW
Bison Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.98M | Sell |
20,785
-30,800
| -60% | -$7.38M | 1.1% | 18 |
|
|
2024
Q3 | $10.9M | Sell |
51,585
-8,172
| -14% | -$1.72M | 1.73% | 8 |
|
|
2024
Q2 | $12M | Hold |
59,757
| – | – | 1.95% | 6 |
|
|
2024
Q1 | $12M | Sell |
59,757
-486
| -0.8% | -$97.3K | 1.95% | 6 |
|
|
2023
Q4 | $10.2M | Buy |
60,243
+396
| +0.7% | +$67.4K | 1.81% | 8 |
|
|
2023
Q3 | $8.68M | Sell |
59,847
-74
| -0.1% | -$10.7K | 1.68% | 8 |
|
|
2023
Q2 | $8.71M | Buy |
59,921
+7,670
| +15% | +$1.12M | 1.62% | 6 |
|
|
2023
Q1 | $7.11M | Buy |
52,251
+488
| +0.9% | +$66.4K | 2.21% | 4 |
|
|
2022
Q4 | $7.2M | Sell |
51,763
-573
| -1% | -$79.7K | 2.3% | 3 |
|
|
2022
Q3 | $5.47M | Buy |
52,336
+17,106
| +49% | +$1.79M | 2.15% | 5 |
|
|
2022
Q2 | $3.97M | Buy |
35,230
+2,223
| +7% | +$250K | 2.28% | 4 |
|
|
2022
Q1 | $4.5M | Buy |
33,007
+3,202
| +11% | +$437K | 2.29% | 4 |
|
|
2021
Q4 | $4.72M | Sell |
29,805
-628
| -2% | -$99.5K | 2.75% | 5 |
|
|
2021
Q3 | $4.98M | Sell |
30,433
-369
| -1% | -$60.4K | 2.28% | 7 |
|
|
2021
Q2 | $4.79M | Sell |
30,802
-45
| -0.1% | -$7K | 2.09% | 8 |
|
|
2021
Q1 | $4.7M | Buy |
30,847
+1,614
| +6% | +$246K | 2.01% | 8 |
|
|
2020
Q4 | $3.72M | Sell |
29,233
-1,852
| -6% | -$235K | 1.73% | 9 |
|
|
2020
Q3 | $2.99M | Sell |
31,085
-952
| -3% | -$91.7K | 1.76% | 9 |
|
|
2020
Q2 | $3.01M | Sell |
32,037
-864
| -3% | -$81.3K | 1.9% | 9 |
|
|
2020
Q1 | $2.96M | Sell |
32,901
-1
| -0% | -$90 | 2.15% | 8 |
|
|
2019
Q4 | $4.59M | Buy |
32,902
+2,231
| +7% | +$311K | 2.2% | 5 |
|
|
2019
Q3 | $3.61M | Sell |
30,671
-336
| -1% | -$39.5K | 2% | 7 |
|
|
2019
Q2 | $3.47M | Sell |
31,007
-379
| -1% | -$42.4K | 2.02% | 6 |
|
|
2019
Q1 | $3.18M | Buy |
31,386
+1,315
| +4% | +$133K | 1.95% | 6 |
|
|
2018
Q4 | $2.94M | Sell |
30,071
-32
| -0.1% | -$3.12K | 2.13% | 6 |
|
|
2018
Q3 | $3.4M | Sell |
30,103
-71
| -0.2% | -$8.01K | 2.22% | 5 |
|
|
2018
Q2 | $3.14M | Buy |
30,174
+987
| +3% | +$103K | 2.34% | 4 |
|
|
2018
Q1 | $3.21M | Sell |
29,187
-1,100
| -4% | -$121K | 2.45% | 5 |
|
|
2017
Q4 | $3.24M | Sell |
30,287
-1,112
| -4% | -$119K | 2.38% | 5 |
|
|
2017
Q3 | $3M | Sell |
31,399
-883
| -3% | -$84.3K | 2.4% | 6 |
|
|
2017
Q2 | $2.95M | Sell |
32,282
-446
| -1% | -$40.8K | 2.44% | 6 |
|
|
2017
Q1 | $2.88M | Sell |
32,728
-2,400
| -7% | -$211K | 2.48% | 6 |
|
|
2016
Q4 | $3.03M | Sell |
35,128
-392
| -1% | -$33.8K | 2.58% | 5 |
|
|
2016
Q3 | $2.37M | Sell |
35,520
-18,721
| -35% | -$1.25M | 2% | 6 |
|
|
2016
Q2 | $3.34M | Buy |
54,241
+3,183
| +6% | +$196K | 2.01% | 5 |
|
|
2016
Q1 | $3.02M | Buy |
51,058
+2,125
| +4% | +$126K | 1.94% | 6 |
|
|
2015
Q4 | $3.21M | Buy |
48,933
+6,286
| +15% | +$412K | 1.83% | 6 |
|
|
2015
Q3 | $2.58M | Buy |
42,647
+3,336
| +8% | +$202K | 1.7% | 10 |
|
|
2015
Q2 | $2.65M | Buy |
39,311
+1,733
| +5% | +$117K | 1.54% | 8 |
|
|
2015
Q1 | $2.28M | Buy |
37,578
+4,715
| +14% | +$286K | 1.38% | 11 |
|
|
2014
Q4 | $2.06M | Buy |
+32,863
| New | +$2.06M | 1.56% | 12 |
|