Bogart Wealth LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
36,301
+1,068
| +3% | +$324K | 0.41% | 56 |
|
|
2025
Q4 | $11.4M | Buy |
35,233
+128
| +0.4% | +$39.6K | 0.46% | 50 |
|
|
2025
Q3 | $11.1M | Buy |
35,105
+209
| +0.6% | +$62.2K | 0.45% | 51 |
|
|
2025
Q2 | $10.1M | Sell |
34,896
-2,920
| -8% | -$745K | 0.43% | 55 |
|
|
2025
Q1 | $9.28M | Sell |
37,816
-17
| -0% | -$4.33K | 0.44% | 55 |
|
|
2024
Q4 | $9.07M | Sell |
37,833
-487
| -1% | -$113K | 0.43% | 56 |
|
|
2024
Q3 | $8.08M | Sell |
38,320
-4,933
| -11% | -$1.04M | 0.38% | 61 |
|
|
2024
Q2 | $8.75M | Sell |
43,253
-1,276
| -3% | -$249K | 0.45% | 51 |
|
|
2024
Q1 | $8.92M | Buy |
44,529
+6,677
| +18% | +$1.2M | 0.46% | 51 |
|
|
2023
Q4 | $6.44M | Sell |
37,852
-719
| -2% | -$109K | 0.36% | 69 |
|
|
2023
Q3 | $5.59M | Buy |
38,571
+99
| +0.3% | +$14.8K | 0.35% | 74 |
|
|
2023
Q2 | $5.6M | Buy |
38,472
+1,247
| +3% | +$172K | 0.35% | 73 |
|
|
2023
Q1 | $4.85M | Buy |
37,225
+4,730
| +15% | +$648K | 0.32% | 78 |
|
|
2022
Q4 | $4.36M | Sell |
32,495
-4,044
| -11% | -$512K | 0.3% | 75 |
|
|
2022
Q3 | $3.82M | Buy |
36,539
+7,107
| +24% | +$816K | 0.32% | 67 |
|
|
2022
Q2 | $3.31M | Buy |
29,432
+6,218
| +27% | +$770K | 0.29% | 74 |
|
|
2022
Q1 | $3.17M | Buy |
23,214
+3,823
| +20% | +$564K | 0.27% | 77 |
|
|
2021
Q4 | $3.07M | Buy |
19,391
+2,248
| +13% | +$369K | 0.28% | 72 |
|
|
2021
Q3 | $2.81M | Buy |
17,143
+2,857
| +20% | +$448K | 0.29% | 61 |
|
|
2021
Q2 | $2.22M | Buy |
14,286
+2,309
| +19% | +$363K | 0.24% | 67 |
|
|
2021
Q1 | $1.82M | Buy |
11,977
+2,563
| +27% | +$369K | 0.25% | 73 |
|
|
2020
Q4 | $1.2M | Buy |
9,414
+775
| +9% | +$86.6K | 0.22% | 78 |
|
|
2020
Q3 | $831K | Sell |
8,639
-165
| -2% | -$16.2K | 0.18% | 78 |
|
|
2020
Q2 | $828K | Buy |
8,804
+1,189
| +16% | +$113K | 0.19% | 69 |
|
|
2020
Q1 | $686K | Buy |
7,615
+6,957
| +1,057% | +$845K | 0.19% | 70 |
|
|
2019
Q4 | $92K | Buy |
658
+129
| +24% | +$16.5K | 0.03% | 147 |
|
|
2019
Q3 | $62K | Hold |
529
| – | – | 0.03% | 148 |
|
|
2019
Q2 | $59K | Sell |
529
-4
| -0.8% | -$441 | 0.04% | 137 |
|
|
2019
Q1 | $53K | Sell |
533
-92
| -15% | -$9.48K | 0.03% | 137 |
|
|
2018
Q4 | $61K | Buy |
625
+100
| +19% | +$10.7K | 0.03% | 126 |
|
|
2018
Q3 | $59K | Buy |
525
+74
| +16% | +$8.4K | 0.03% | 130 |
|
|
2018
Q2 | $46K | Hold |
451
| – | – | 0.03% | 152 |
|
|
2018
Q1 | $50K | Hold |
451
| – | – | 0.03% | 145 |
|
|
2017
Q4 | $48K | Hold |
451
| – | – | 0.03% | 147 |
|
|
2017
Q3 | $43K | Buy |
+451
| New | +$41.6K | 0.03% | 148 |
|
Other funds holding JPM
VCM
VPM
Bogart Wealth LLC's JPM Position: Q1 2026 in Review
Bogart Wealth LLC increased its JPMorgan Chase (JPM) stake by 3% in Q1 2026, buying an estimated $324K and bringing the position to 36,301 shares worth $10.7M. The position accounts for 0.41% of the portfolio, ranked #56.
Bogart Wealth LLC first reported a position in JPM in Q3 2017 and has held it in 35 quarters since. The position peaked at $11.4M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Bogart Wealth LLC held 36,301 shares of JPMorgan Chase worth $10.7M as of Q1 2026.
- Bogart Wealth LLC bought 1,068 JPMorgan Chase shares in Q1 2026, an estimated $324K.
- JPMorgan Chase made up 0.41% of Bogart Wealth LLC's portfolio in Q1 2026, its #56 holding.
- Bogart Wealth LLC first reported a position in JPMorgan Chase in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's JPMorgan Chase position peaked at $11.4M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.