BBA
BLB&B Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7M | Sell |
130,136
-382
| -0.3% | -$111K | 1.76% | 15 |
|
|
2025
Q1 | $32M | Sell |
130,518
-3,085
| -2% | -$757K | 1.63% | 16 |
|
|
2024
Q4 | $32M | Buy |
133,603
+2,820
| +2% | +$676K | 1.63% | 17 |
|
|
2024
Q3 | $27.6M | Buy |
130,783
+3,534
| +3% | +$745K | 1.41% | 19 |
|
|
2024
Q2 | $25.7M | Sell |
127,249
-677
| -0.5% | -$137K | 1.41% | 19 |
|
|
2024
Q1 | $25.6M | Buy |
127,926
+375
| +0.3% | +$75.1K | 1.44% | 19 |
|
|
2023
Q4 | $21.7M | Buy |
127,551
+62
| +0% | +$10.5K | 1.37% | 19 |
|
|
2023
Q3 | $18.5M | Sell |
127,489
-1,409
| -1% | -$204K | 1.32% | 21 |
|
|
2023
Q2 | $18.7M | Sell |
128,898
-5,904
| -4% | -$859K | 1.31% | 23 |
|
|
2023
Q1 | $17.6M | Sell |
134,802
-3,064
| -2% | -$399K | 1.31% | 22 |
|
|
2022
Q4 | $18.5M | Sell |
137,866
-3,134
| -2% | -$420K | 1.43% | 20 |
|
|
2022
Q3 | $14.7M | Buy |
141,000
+755
| +0.5% | +$78.9K | 1.23% | 19 |
|
|
2022
Q2 | $15.8M | Buy |
140,245
+3,024
| +2% | +$341K | 1.25% | 20 |
|
|
2022
Q1 | $18.7M | Buy |
137,221
+3,570
| +3% | +$487K | 1.26% | 19 |
|
|
2021
Q4 | $21.2M | Sell |
133,651
-12,490
| -9% | -$1.98M | 1.38% | 15 |
|
|
2021
Q3 | $23.9M | Buy |
146,141
+8,668
| +6% | +$1.42M | 1.6% | 13 |
|
|
2021
Q2 | $21.4M | Buy |
137,473
+994
| +0.7% | +$155K | 1.55% | 14 |
|
|
2021
Q1 | $20.8M | Sell |
136,479
-12,511
| -8% | -$1.9M | 1.63% | 14 |
|
|
2020
Q4 | $18.9M | Buy |
148,990
+12,184
| +9% | +$1.55M | 1.53% | 14 |
|
|
2020
Q3 | $13.2M | Buy |
136,806
+959
| +0.7% | +$92.3K | 1.32% | 22 |
|
|
2020
Q2 | $12.8M | Buy |
135,847
+4,323
| +3% | +$407K | 1.38% | 21 |
|
|
2020
Q1 | $11.8M | Sell |
131,524
-2,031
| -2% | -$183K | 1.55% | 15 |
|
|
2019
Q4 | $18.6M | Buy |
133,555
+258
| +0.2% | +$36K | 1.94% | 10 |
|
|
2019
Q3 | $15.7M | Buy |
133,297
+948
| +0.7% | +$112K | 1.77% | 12 |
|
|
2019
Q2 | $14.8M | Buy |
132,349
+208
| +0.2% | +$23.3K | 1.7% | 12 |
|
|
2019
Q1 | $13.4M | Sell |
132,141
-3,310
| -2% | -$335K | 1.57% | 14 |
|
|
2018
Q4 | $13.2M | Buy |
135,451
+3,754
| +3% | +$366K | 1.82% | 11 |
|
|
2018
Q3 | $14.9M | Sell |
131,697
-360
| -0.3% | -$40.6K | 1.85% | 10 |
|
|
2018
Q2 | $13.8M | Buy |
132,057
+2,530
| +2% | +$264K | 1.87% | 10 |
|
|
2018
Q1 | $14.2M | Buy |
129,527
+2,627
| +2% | +$289K | 1.9% | 10 |
|
|
2017
Q4 | $13.6M | Sell |
126,900
-247
| -0.2% | -$26.4K | 1.94% | 10 |
|
|
2017
Q3 | $12.1M | Buy |
127,147
+1,782
| +1% | +$170K | 1.87% | 11 |
|
|
2017
Q2 | $11.5M | Buy |
125,365
+1,446
| +1% | +$132K | 1.9% | 12 |
|
|
2017
Q1 | $10.9M | Sell |
123,919
-1,799
| -1% | -$158K | 1.85% | 12 |
|
|
2016
Q4 | $10.8M | Sell |
125,718
-588
| -0.5% | -$50.7K | 1.89% | 10 |
|
|
2016
Q3 | $8.41M | Buy |
126,306
+7,319
| +6% | +$487K | 1.53% | 17 |
|
|
2016
Q2 | $7.38M | Buy |
118,987
+1,421
| +1% | +$88.2K | 1.39% | 17 |
|
|
2016
Q1 | $6.96M | Buy |
117,566
+5,669
| +5% | +$336K | 1.4% | 15 |
|
|
2015
Q4 | $7.39M | Buy |
111,897
+7,970
| +8% | +$526K | 1.56% | 14 |
|
|
2015
Q3 | $6.34M | Buy |
103,927
+2,954
| +3% | +$180K | 1.4% | 14 |
|
|
2015
Q2 | $6.84M | Buy |
100,973
+611
| +0.6% | +$41.4K | 1.42% | 15 |
|
|
2015
Q1 | $6.08M | Buy |
100,362
+5,805
| +6% | +$352K | 1.27% | 18 |
|
|
2014
Q4 | $5.92M | Buy |
94,557
+1,321
| +1% | +$82.7K | 1.25% | 18 |
|
|
2014
Q3 | $5.62M | Buy |
93,236
+947
| +1% | +$57.1K | 1.21% | 20 |
|
|
2014
Q2 | $5.32M | Sell |
92,289
-295
| -0.3% | -$17K | 1.14% | 20 |
|
|
2014
Q1 | $5.62M | Buy |
92,584
+1,015
| +1% | +$61.6K | 1.24% | 18 |
|
|
2013
Q4 | $5.36M | Sell |
91,569
-1,982
| -2% | -$116K | 1.28% | 20 |
|
|
2013
Q3 | $4.84M | Sell |
93,551
-1,629
| -2% | -$84.2K | 1.27% | 18 |
|
|
2013
Q2 | $5.03M | Buy |
+95,180
| New | +$5.03M | 1.4% | 16 |
|