Bleakley Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Buy |
107,775
+17,649
| +20% | +$5.12M | 0.79% | 29 |
|
|
2025
Q1 | $22.1M | Buy |
90,126
+2,399
| +3% | +$588K | 0.71% | 30 |
|
|
2024
Q4 | $21M | Buy |
87,727
+122
| +0.1% | +$29.2K | 0.63% | 29 |
|
|
2024
Q3 | $18.5M | Buy |
87,605
+429
| +0.5% | +$90.5K | 0.56% | 30 |
|
|
2024
Q2 | $17.6M | Buy |
87,176
+113
| +0.1% | +$22.9K | 0.51% | 33 |
|
|
2024
Q1 | $17.4M | Buy |
87,063
+1,173
| +1% | +$235K | 0.5% | 34 |
|
|
2023
Q4 | $14.6M | Buy |
85,890
+1,430
| +2% | +$243K | 0.46% | 40 |
|
|
2023
Q3 | $12.2M | Sell |
84,460
-7,208
| -8% | -$1.05M | 0.43% | 44 |
|
|
2023
Q2 | $13.3M | Buy |
91,668
+9,867
| +12% | +$1.44M | 0.42% | 48 |
|
|
2023
Q1 | $10.7M | Buy |
81,801
+7,856
| +11% | +$1.02M | 0.36% | 56 |
|
|
2022
Q4 | $9.92M | Buy |
+73,945
| New | +$9.92M | 0.35% | 55 |
|