Bordeaux Wealth Advisors’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 | $2.51M | Sell |
8,672
-145
| -2% | -$42K | 0.32% | 36 |
|
|
2025
Q1 | $2.16M | Sell |
8,817
-527
| -6% | -$129K | 0.4% | 36 |
|
|
2024
Q4 | $2.24M | Buy |
9,344
+238
| +3% | +$57K | 0.36% | 35 |
|
|
2024
Q3 | $1.92M | Buy |
9,106
+1,400
| +18% | +$295K | 0.35% | 39 |
|
|
2024
Q2 | $1.56M | Buy |
7,706
+338
| +5% | +$68.4K | 0.3% | 42 |
|
|
2024
Q1 | $1.48M | Sell |
7,368
-281
| -4% | -$56.3K | 0.49% | 26 |
|
|
2023
Q4 | $1.3M | Buy |
7,649
+1,065
| +16% | +$181K | 0.44% | 29 |
|
|
2023
Q3 | $955K | Sell |
6,584
-36
| -0.5% | -$5.22K | 0.39% | 35 |
|
|
2023
Q2 | $963K | Buy |
6,620
+135
| +2% | +$19.6K | 0.39% | 33 |
|
|
2023
Q1 | $845K | Buy |
6,485
+202
| +3% | +$26.3K | 0.44% | 35 |
|
|
2022
Q4 | $843K | Buy |
6,283
+83
| +1% | +$11.1K | 0.46% | 33 |
|
|
2022
Q3 | $648K | Buy |
6,200
+47
| +0.8% | +$4.91K | 0.41% | 40 |
|
|
2022
Q2 | $693K | Sell |
6,153
-276
| -4% | -$31.1K | 0.48% | 37 |
|
|
2022
Q1 | $876K | Buy |
6,429
+801
| +14% | +$109K | 0.47% | 36 |
|
|
2021
Q4 | $891K | Buy |
5,628
+1,503
| +36% | +$238K | 0.41% | 44 |
|
|
2021
Q3 | $675K | Buy |
4,125
+457
| +12% | +$74.8K | 0.38% | 42 |
|
|
2021
Q2 | $571K | Buy |
3,668
+450
| +14% | +$70.1K | 0.33% | 46 |
|
|
2021
Q1 | $490K | Sell |
3,218
-14
| -0.4% | -$2.13K | 0.34% | 44 |
|
|
2020
Q4 | $411K | Buy |
+3,232
| New | +$411K | 0.31% | 51 |
|