BWM
BKM Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
17,331
+35
| +0.2% | +$10.1K | 1.96% | 10 |
|
|
2025
Q1 | $4.24M | Buy |
17,296
+961
| +6% | +$236K | 1.75% | 10 |
|
|
2024
Q4 | $3.92M | Buy |
16,335
+938
| +6% | +$225K | 1.61% | 13 |
|
|
2024
Q3 | $3.25M | Buy |
15,397
+3,412
| +28% | +$719K | 1.32% | 18 |
|
|
2024
Q2 | $2.42M | Sell |
11,985
-2,675
| -18% | -$541K | 1.17% | 20 |
|
|
2024
Q1 | $2.94M | Buy |
14,660
+297
| +2% | +$59.5K | 1.26% | 17 |
|
|
2023
Q4 | $2.44M | Buy |
+14,363
| New | +$2.44M | 1.04% | 20 |
|