Blue Bell Private Wealth Management’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 | $1.06M | Buy |
3,647
+866
| +31% | +$251K | 0.18% | 83 |
|
|
2025
Q1 | $682K | Buy |
2,781
+187
| +7% | +$45.9K | 0.13% | 101 |
|
|
2024
Q4 | $622K | Buy |
2,594
+38
| +1% | +$9.11K | 0.12% | 106 |
|
|
2024
Q3 | $539K | Sell |
2,556
-388
| -13% | -$81.8K | 0.1% | 120 |
|
|
2024
Q2 | $595K | Sell |
2,944
-33
| -1% | -$6.68K | 0.12% | 102 |
|
|
2024
Q1 | $596K | Buy |
2,977
+25
| +0.8% | +$5.01K | 0.13% | 98 |
|
|
2023
Q4 | $502K | Buy |
2,952
+251
| +9% | +$42.7K | 0.12% | 98 |
|
|
2023
Q3 | $392K | Buy |
2,701
+106
| +4% | +$15.4K | 0.11% | 101 |
|
|
2023
Q2 | $377K | Buy |
2,595
+500
| +24% | +$72.7K | 0.1% | 102 |
|
|
2023
Q1 | $273K | Hold |
2,095
| – | – | 0.08% | 104 |
|
|
2022
Q4 | $281K | Sell |
2,095
-145
| -6% | -$19.4K | 0.09% | 98 |
|
|
2022
Q3 | $234K | Hold |
2,240
| – | – | 0.08% | 96 |
|
|
2022
Q2 | $252K | Buy |
2,240
+13
| +0.6% | +$1.46K | 0.08% | 90 |
|
|
2022
Q1 | $304K | Hold |
2,227
| – | – | 0.09% | 82 |
|
|
2021
Q4 | $353K | Buy |
+2,227
| New | +$353K | 0.09% | 74 |
|
|
2016
Q4 | – | Sell |
-2,676
| Closed | -$179K | – | 331 |
|
|
2016
Q3 | $179K | Buy |
2,676
+275
| +11% | +$18.4K | 0.1% | 99 |
|
|
2016
Q2 | $150K | Sell |
2,401
-320
| -12% | -$20K | 0.1% | 107 |
|
|
2016
Q1 | $161K | Buy |
2,721
+740
| +37% | +$43.8K | 0.11% | 105 |
|
|
2015
Q4 | $131K | Hold |
1,981
| – | – | 0.09% | 125 |
|
|
2015
Q3 | $121K | Hold |
1,981
| – | – | 0.08% | 130 |
|
|
2015
Q2 | $134K | Hold |
1,981
| – | – | 0.08% | 123 |
|
|
2015
Q1 | $120K | Hold |
1,981
| – | – | 0.07% | 131 |
|
|
2014
Q4 | $123K | Hold |
1,981
| – | – | 0.07% | 134 |
|
|
2014
Q3 | $119K | Hold |
1,981
| – | – | 0.07% | 144 |
|
|
2014
Q2 | $114K | Sell |
1,981
-149
| -7% | -$8.57K | 0.07% | 138 |
|
|
2014
Q1 | $129K | Hold |
2,130
| – | – | 0.09% | 108 |
|
|
2013
Q4 | $125K | Buy |
+2,130
| New | +$125K | 0.1% | 108 |
|