BNC Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.57M | Buy |
|
|||||
|
2025
Q2 | $7.72M | Buy |
|
|||||
|
2025
Q1 | $6.38M | Buy |
|
|||||
|
2024
Q4 | $5.96M | Buy |
|
|||||
|
2024
Q3 | $4.99M | Buy |
|
|||||
|
2024
Q2 | $4.69M | Buy |
|
|||||
|
2024
Q1 | $1.37M | Buy |
|
|||||
|
2023
Q4 | $1.01M | Sell |
|
|||||
|
2023
Q3 | $865K | Sell |
|
|||||
|
2023
Q2 | $941K | Sell |
|
|||||
|
2023
Q1 | $3.85M | Buy |
|
|||||
|
2022
Q4 | $3.62M | Sell |
|
|||||
|
2022
Q3 | $2.84M | Sell |
|
|||||
|
2022
Q2 | $3.28M | Buy |
|
|||||
|
2022
Q1 | $847K | Sell |
|
|||||
|
2021
Q4 | $1.07M | Buy |
|
|||||
|
2021
Q3 | $1.1M | Buy |
|
|||||
|
2021
Q2 | $1.03M | Buy |
|
|||||
|
2021
Q1 | $1M | Sell |
|
|||||
|
2020
Q4 | $836K | Hold |
|
|||||
|
2020
Q3 | $634K | Buy |
|