BCM
BluePath Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
6,056
+39
| +0.6% | +$11.3K | 0.85% | 23 |
|
|
2025
Q1 | $1.48M | Sell |
6,017
-481
| -7% | -$118K | 0.85% | 22 |
|
|
2024
Q4 | $1.59M | Buy |
6,498
+786
| +14% | +$192K | 0.85% | 22 |
|
|
2024
Q3 | $1.2M | Sell |
5,712
-3,657
| -39% | -$771K | 0.74% | 21 |
|
|
2024
Q2 | $1.89M | Buy |
9,369
+1,255
| +15% | +$254K | 1.33% | 14 |
|
|
2024
Q1 | $1.63M | Buy |
8,114
+277
| +4% | +$55.5K | 1.23% | 14 |
|
|
2023
Q4 | $1.34M | Buy |
7,837
+933
| +14% | +$160K | 1.14% | 13 |
|
|
2023
Q3 | $1M | Buy |
+6,904
| New | +$1M | 0.92% | 15 |
|