BIP
Blueprint Investment Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Sell |
18,181
-5,603
| -24% | -$1.62M | 0.94% | 30 |
|
|
2025
Q1 | $5.83M | Sell |
23,784
-188
| -0.8% | -$46.1K | 1.07% | 25 |
|
|
2024
Q4 | $5.75M | Buy |
23,972
+4,900
| +26% | +$1.17M | 0.91% | 26 |
|
|
2024
Q3 | $4.02M | Sell |
19,072
-650
| -3% | -$137K | 0.73% | 26 |
|
|
2024
Q2 | $3.99M | Buy |
19,722
+782
| +4% | +$158K | 0.86% | 24 |
|
|
2024
Q1 | $3.79M | Buy |
18,940
+948
| +5% | +$190K | 0.75% | 25 |
|
|
2023
Q4 | $3.06M | Buy |
17,992
+2,286
| +15% | +$389K | 0.84% | 25 |
|
|
2023
Q3 | $2.28M | Buy |
15,706
+596
| +4% | +$86.4K | 0.73% | 29 |
|
|
2023
Q2 | $2.2M | Sell |
15,110
-3,835
| -20% | -$558K | 0.79% | 25 |
|
|
2023
Q1 | $2.47M | Sell |
18,945
-3,425
| -15% | -$446K | 0.56% | 44 |
|
|
2022
Q4 | $3M | Buy |
22,370
+20,508
| +1,101% | +$2.75M | 0.64% | 34 |
|
|
2022
Q3 | $195K | Buy |
+1,862
| New | +$195K | 0.05% | 130 |
|
|
2022
Q2 | – | Sell |
-867
| Closed | -$118K | – | 190 |
|
|
2022
Q1 | $118K | Sell |
867
-8,550
| -91% | -$1.16M | 0.03% | 194 |
|
|
2021
Q4 | $1.49M | Buy |
9,417
+3,994
| +74% | +$632K | 0.37% | 68 |
|
|
2021
Q3 | $888K | Buy |
+5,423
| New | +$888K | 0.44% | 39 |
|