Blue Bell Private Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $682K | Buy |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $539K | Sell |
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|
2024
Q2 | $595K | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $353K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $179K | Buy |
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|
2016
Q2 | $150K | Sell |
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|
2016
Q1 | $161K | Buy |
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|
2015
Q4 | $131K | Hold |
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|
2015
Q3 | $121K | Hold |
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|
2015
Q2 | $134K | Hold |
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|
2015
Q1 | $120K | Hold |
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|
2014
Q4 | $123K | Hold |
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|
2014
Q3 | $119K | Hold |
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|
2014
Q2 | $114K | Sell |
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|
2014
Q1 | $129K | Hold |
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|
2013
Q4 | $125K | Buy |
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