BCM
Blume Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Sell |
21,744
-231
| -1% | -$67K | 1.27% | 33 |
|
|
2025
Q1 | $5.39M | Sell |
21,975
-1,162
| -5% | -$285K | 1.21% | 33 |
|
|
2024
Q4 | $5.55M | Sell |
23,137
-190
| -0.8% | -$45.5K | 1.24% | 33 |
|
|
2024
Q3 | $4.92M | Sell |
23,327
-235
| -1% | -$49.6K | 1.1% | 36 |
|
|
2024
Q2 | $4.77M | Sell |
23,562
-50
| -0.2% | -$10.1K | 1.15% | 36 |
|
|
2024
Q1 | $4.73M | Sell |
23,612
-1,011
| -4% | -$203K | 1.14% | 36 |
|
|
2023
Q4 | $4.19M | Sell |
24,623
-120
| -0.5% | -$20.4K | 1.09% | 36 |
|
|
2023
Q3 | $3.59M | Sell |
24,743
-2,477
| -9% | -$359K | 1.06% | 37 |
|
|
2023
Q2 | $3.96M | Buy |
27,220
+258
| +1% | +$37.5K | 1.16% | 35 |
|
|
2023
Q1 | $3.51M | Sell |
26,962
-7,465
| -22% | -$973K | 1.11% | 35 |
|
|
2022
Q4 | $4.62M | Buy |
34,427
+9,650
| +39% | +$1.29M | 1.56% | 23 |
|
|
2022
Q3 | $2.59M | Sell |
24,777
-25
| -0.1% | -$2.61K | 0.98% | 36 |
|
|
2022
Q2 | $2.79M | Buy |
24,802
+1,099
| +5% | +$124K | 1.1% | 33 |
|
|
2022
Q1 | $3.23M | Sell |
23,703
-10
| -0% | -$1.36K | 1.07% | 34 |
|
|
2021
Q4 | $3.76M | Sell |
23,713
-406
| -2% | -$64.3K | 1.24% | 30 |
|
|
2021
Q3 | $3.95M | Sell |
24,119
-481
| -2% | -$78.7K | 1.44% | 25 |
|
|
2021
Q2 | $3.83M | Buy |
24,600
+2,775
| +13% | +$432K | 1.4% | 25 |
|
|
2021
Q1 | $3.32M | Sell |
21,825
-15
| -0.1% | -$2.28K | 1.31% | 24 |
|
|
2020
Q4 | $2.78M | Sell |
21,840
-185
| -0.8% | -$23.5K | 1.19% | 30 |
|
|
2020
Q3 | $2.12M | Hold |
22,025
| – | – | 1.08% | 31 |
|
|
2020
Q2 | $2.07M | Sell |
22,025
-168
| -0.8% | -$15.8K | 1.15% | 28 |
|
|
2020
Q1 | $2M | Sell |
22,193
-190
| -0.8% | -$17.1K | 1.28% | 27 |
|
|
2019
Q4 | $3.12M | Sell |
22,383
-5,595
| -20% | -$780K | 1.53% | 25 |
|
|
2019
Q3 | $3.29M | Sell |
27,978
-720
| -3% | -$84.7K | 1.64% | 25 |
|
|
2019
Q2 | $3.21M | Sell |
28,698
-45
| -0.2% | -$5.03K | 1.62% | 24 |
|
|
2019
Q1 | $2.91M | Sell |
28,743
-75
| -0.3% | -$7.59K | 1.53% | 25 |
|
|
2018
Q4 | $2.81M | Sell |
28,818
-643
| -2% | -$62.8K | 1.61% | 23 |
|
|
2018
Q3 | $3.32M | Sell |
29,461
-200
| -0.7% | -$22.6K | 1.74% | 25 |
|
|
2018
Q2 | $3.09M | Sell |
29,661
-700
| -2% | -$72.9K | 1.69% | 25 |
|
|
2018
Q1 | $3.34M | Sell |
30,361
-955
| -3% | -$105K | 1.86% | 24 |
|
|
2017
Q4 | $3.35M | Sell |
31,316
-1,245
| -4% | -$133K | 1.71% | 25 |
|
|
2017
Q3 | $3.11M | Buy |
32,561
+1,093
| +3% | +$104K | 1.64% | 25 |
|
|
2017
Q2 | $2.88M | Sell |
31,468
-368
| -1% | -$33.6K | 1.63% | 24 |
|
|
2017
Q1 | $2.8M | Sell |
31,836
-9,951
| -24% | -$874K | 1.62% | 24 |
|
|
2016
Q4 | $3.61M | Sell |
41,787
-948
| -2% | -$81.8K | 2.17% | 21 |
|
|
2016
Q3 | $2.85M | Sell |
42,735
-382
| -0.9% | -$25.4K | 1.74% | 25 |
|
|
2016
Q2 | $2.68M | Buy |
43,117
+536
| +1% | +$33.3K | 1.77% | 23 |
|
|
2016
Q1 | $2.52M | Sell |
42,581
-14,300
| -25% | -$847K | 1.74% | 23 |
|
|
2015
Q4 | $3.76M | Sell |
56,881
-1,050
| -2% | -$69.3K | 2.66% | 15 |
|
|
2015
Q3 | $3.53M | Sell |
57,931
-75
| -0.1% | -$4.57K | 2.87% | 14 |
|
|
2015
Q2 | $3.93M | Sell |
58,006
-400
| -0.7% | -$27.1K | 2.97% | 13 |
|
|
2015
Q1 | $3.54M | Sell |
58,406
-2,500
| -4% | -$151K | 2.45% | 15 |
|
|
2014
Q4 | $3.81M | Buy |
60,906
+635
| +1% | +$39.7K | 2.69% | 14 |
|
|
2014
Q3 | $3.63M | Sell |
60,271
-1,450
| -2% | -$87.4K | 2.83% | 14 |
|
|
2014
Q2 | $3.56M | Sell |
61,721
-2,850
| -4% | -$164K | 2.79% | 14 |
|
|
2014
Q1 | $3.92M | Sell |
64,571
-6,046
| -9% | -$367K | 3.11% | 11 |
|
|
2013
Q4 | $4.13M | Buy |
+70,617
| New | +$4.13M | 3.42% | 9 |
|