BWM
BlackDiamond Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
16,440
+7,384
| +82% | +$2.14M | 2.76% | 6 |
|
|
2025
Q1 | $2.29M | Sell |
9,056
-3,024
| -25% | -$765K | 1.55% | 19 |
|
|
2024
Q4 | $2.9M | Buy |
12,080
+354
| +3% | +$84.9K | 1.67% | 16 |
|
|
2024
Q3 | $2.81M | Buy |
11,726
+257
| +2% | +$61.6K | 1.7% | 18 |
|
|
2024
Q2 | $2.34M | Buy |
11,469
+159
| +1% | +$32.4K | 1.54% | 20 |
|
|
2024
Q1 | $2.27M | Sell |
11,310
-38
| -0.3% | -$7.61K | 1.61% | 18 |
|
|
2023
Q4 | $1.98M | Buy |
11,348
+1,288
| +13% | +$225K | 1.45% | 19 |
|
|
2023
Q3 | $1.38M | Sell |
10,060
-582
| -5% | -$80K | 1.25% | 23 |
|
|
2023
Q2 | $1.67M | Buy |
10,642
+169
| +2% | +$26.5K | 1.41% | 18 |
|
|
2023
Q1 | $1.44M | Buy |
10,473
+71
| +0.7% | +$9.77K | 1.48% | 17 |
|
|
2022
Q4 | $1.44M | Buy |
10,402
+57
| +0.6% | +$7.9K | 1.63% | 17 |
|
|
2022
Q3 | $1.27M | Sell |
10,345
-381
| -4% | -$46.7K | 1.53% | 21 |
|
|
2022
Q2 | $1.23M | Sell |
10,726
-20
| -0.2% | -$2.29K | 1.53% | 20 |
|
|
2022
Q1 | $1.47M | Sell |
10,746
-261
| -2% | -$35.6K | 1.75% | 19 |
|
|
2021
Q4 | $1.74M | Buy |
+11,007
| New | +$1.74M | 2% | 11 |
|