BA
Bluesphere Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
4,153
-66
| -2% | -$19.1K | 0.6% | 28 |
|
|
2025
Q1 | $1.03M | Sell |
4,219
-1,857
| -31% | -$456K | 0.59% | 28 |
|
|
2024
Q4 | $1.46M | Buy |
6,076
+212
| +4% | +$50.8K | 0.71% | 23 |
|
|
2024
Q3 | $1.24M | Buy |
5,864
+4
| +0.1% | +$843 | 0.61% | 27 |
|
|
2024
Q2 | $1.19M | Buy |
5,860
+736
| +14% | +$149K | 0.6% | 26 |
|
|
2024
Q1 | $1.03M | Hold |
5,124
| – | – | 0.57% | 28 |
|
|
2023
Q4 | $872K | Sell |
5,124
-1,905
| -27% | -$324K | 0.54% | 31 |
|
|
2023
Q3 | $1.02M | Buy |
7,029
+2
| +0% | +$290 | 0.73% | 24 |
|
|
2023
Q2 | $1.02M | Buy |
7,027
+13
| +0.2% | +$1.89K | 0.71% | 26 |
|
|
2023
Q1 | $914K | Buy |
7,014
+5,189
| +284% | +$676K | 0.76% | 25 |
|
|
2022
Q4 | $245K | Buy |
+1,825
| New | +$245K | 0.22% | 75 |
|
|
2022
Q3 | – | Sell |
-1,950
| Closed | -$220K | – | 76 |
|
|
2022
Q2 | $220K | Sell |
1,950
-324
| -14% | -$36.6K | 0.21% | 75 |
|
|
2022
Q1 | $310K | Sell |
2,274
-9,318
| -80% | -$1.27M | 0.26% | 64 |
|
|
2021
Q4 | $1.84M | Sell |
11,592
-228
| -2% | -$36.1K | 1.52% | 15 |
|
|
2021
Q3 | $1.94M | Sell |
11,820
-220
| -2% | -$36K | 1.86% | 15 |
|
|
2021
Q2 | $1.87M | Sell |
12,040
-1,331
| -10% | -$207K | 1.66% | 16 |
|
|
2021
Q1 | $2.04M | Buy |
13,371
+25
| +0.2% | +$3.81K | 1.84% | 17 |
|
|
2020
Q4 | $1.7M | Buy |
+13,346
| New | +$1.7M | 1.82% | 17 |
|