Bogart Wealth LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
34,896
-2,920
| -8% | -$847K | 0.43% | 55 |
|
|
2025
Q1 | $9.28M | Sell |
37,816
-17
| -0% | -$4.17K | 0.44% | 55 |
|
|
2024
Q4 | $9.07M | Sell |
37,833
-487
| -1% | -$117K | 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% | -$258K | 0.45% | 51 |
|
|
2024
Q1 | $8.92M | Buy |
44,529
+6,677
| +18% | +$1.34M | 0.46% | 51 |
|
|
2023
Q4 | $6.44M | Sell |
37,852
-719
| -2% | -$122K | 0.36% | 69 |
|
|
2023
Q3 | $5.59M | Buy |
38,571
+99
| +0.3% | +$14.4K | 0.35% | 74 |
|
|
2023
Q2 | $5.6M | Buy |
38,472
+1,247
| +3% | +$181K | 0.35% | 73 |
|
|
2023
Q1 | $4.85M | Buy |
37,225
+4,730
| +15% | +$616K | 0.32% | 78 |
|
|
2022
Q4 | $4.36M | Sell |
32,495
-4,044
| -11% | -$542K | 0.3% | 75 |
|
|
2022
Q3 | $3.82M | Buy |
36,539
+7,107
| +24% | +$743K | 0.32% | 67 |
|
|
2022
Q2 | $3.31M | Buy |
29,432
+6,218
| +27% | +$700K | 0.29% | 74 |
|
|
2022
Q1 | $3.17M | Buy |
23,214
+3,823
| +20% | +$521K | 0.27% | 77 |
|
|
2021
Q4 | $3.07M | Buy |
19,391
+2,248
| +13% | +$356K | 0.28% | 72 |
|
|
2021
Q3 | $2.81M | Buy |
17,143
+2,857
| +20% | +$468K | 0.29% | 61 |
|
|
2021
Q2 | $2.22M | Buy |
14,286
+2,309
| +19% | +$359K | 0.24% | 67 |
|
|
2021
Q1 | $1.82M | Buy |
11,977
+2,563
| +27% | +$390K | 0.25% | 73 |
|
|
2020
Q4 | $1.2M | Buy |
9,414
+775
| +9% | +$98.5K | 0.22% | 78 |
|
|
2020
Q3 | $831K | Sell |
8,639
-165
| -2% | -$15.9K | 0.18% | 78 |
|
|
2020
Q2 | $828K | Buy |
8,804
+1,189
| +16% | +$112K | 0.19% | 69 |
|
|
2020
Q1 | $686K | Buy |
7,615
+6,957
| +1,057% | +$627K | 0.19% | 70 |
|
|
2019
Q4 | $92K | Buy |
658
+129
| +24% | +$18K | 0.03% | 146 |
|
|
2019
Q3 | $62K | Hold |
529
| – | – | 0.03% | 148 |
|
|
2019
Q2 | $59K | Sell |
529
-4
| -0.8% | -$446 | 0.04% | 137 |
|
|
2019
Q1 | $53K | Sell |
533
-92
| -15% | -$9.15K | 0.03% | 137 |
|
|
2018
Q4 | $61K | Buy |
625
+100
| +19% | +$9.76K | 0.03% | 126 |
|
|
2018
Q3 | $59K | Buy |
525
+74
| +16% | +$8.32K | 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 | +$43K | 0.03% | 148 |
|