BWM
BNC Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Buy |
26,633
+614
| +2% | +$178K | 2.29% | 11 |
|
|
2025
Q1 | $6.38M | Buy |
26,019
+1,156
| +5% | +$284K | 2.3% | 9 |
|
|
2024
Q4 | $5.96M | Buy |
24,863
+1,181
| +5% | +$283K | 1.96% | 13 |
|
|
2024
Q3 | $4.99M | Buy |
23,682
+511
| +2% | +$108K | 1.84% | 18 |
|
|
2024
Q2 | $4.69M | Buy |
23,171
+16,315
| +238% | +$3.3M | 1.74% | 17 |
|
|
2024
Q1 | $1.37M | Buy |
6,856
+896
| +15% | +$179K | 0.59% | 47 |
|
|
2023
Q4 | $1.01M | Sell |
5,960
-2
| -0% | -$340 | 0.48% | 49 |
|
|
2023
Q3 | $865K | Sell |
5,962
-505
| -8% | -$73.2K | 0.46% | 55 |
|
|
2023
Q2 | $941K | Sell |
6,467
-23,079
| -78% | -$3.36M | 0.5% | 53 |
|
|
2023
Q1 | $3.85M | Buy |
29,546
+2,573
| +10% | +$335K | 2.15% | 9 |
|
|
2022
Q4 | $3.62M | Sell |
26,973
-197
| -0.7% | -$26.4K | 2.14% | 11 |
|
|
2022
Q3 | $2.84M | Sell |
27,170
-1,957
| -7% | -$204K | 1.72% | 15 |
|
|
2022
Q2 | $3.28M | Buy |
29,127
+22,914
| +369% | +$2.58M | 1.71% | 13 |
|
|
2022
Q1 | $847K | Sell |
6,213
-547
| -8% | -$74.6K | 0.42% | 57 |
|
|
2021
Q4 | $1.07M | Buy |
6,760
+35
| +0.5% | +$5.54K | 0.51% | 53 |
|
|
2021
Q3 | $1.1M | Buy |
6,725
+101
| +2% | +$16.5K | 0.65% | 48 |
|
|
2021
Q2 | $1.03M | Buy |
6,624
+49
| +0.7% | +$7.62K | 0.62% | 48 |
|
|
2021
Q1 | $1M | Sell |
6,575
-6
| -0.1% | -$913 | 0.71% | 47 |
|
|
2020
Q4 | $836K | Hold |
6,581
| – | – | 0.53% | 60 |
|
|
2020
Q3 | $634K | Buy |
+6,581
| New | +$634K | 0.45% | 58 |
|