BRM
Boston Research & Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
35,088
-542
| -2% | -$157K | 2.43% | 6 |
|
|
2025
Q1 | $8.74M | Sell |
35,630
-1,280
| -3% | -$314K | 2.17% | 10 |
|
|
2024
Q4 | $8.85M | Sell |
36,910
-222
| -0.6% | -$53.2K | 2.17% | 10 |
|
|
2024
Q3 | $7.83M | Buy |
37,132
+12
| +0% | +$2.53K | 1.84% | 14 |
|
|
2024
Q2 | $7.51M | Sell |
37,120
-569
| -2% | -$115K | 1.9% | 13 |
|
|
2024
Q1 | $7.55M | Sell |
37,689
-392
| -1% | -$78.5K | 1.87% | 15 |
|
|
2023
Q4 | $6.48M | Buy |
38,081
+636
| +2% | +$108K | 1.72% | 19 |
|
|
2023
Q3 | $5.43M | Buy |
37,445
+143
| +0.4% | +$20.7K | 1.61% | 21 |
|
|
2023
Q2 | $5.43M | Buy |
37,302
+311
| +0.8% | +$45.2K | 1.54% | 21 |
|
|
2023
Q1 | $4.82M | Buy |
36,991
+890
| +2% | +$116K | 1.44% | 27 |
|
|
2022
Q4 | $4.84M | Sell |
36,101
-1,417
| -4% | -$190K | 1.5% | 27 |
|
|
2022
Q3 | $3.92M | Buy |
37,518
+3,295
| +10% | +$344K | 1.34% | 35 |
|
|
2022
Q2 | $3.85M | Buy |
34,223
+1,280
| +4% | +$144K | 1.25% | 38 |
|
|
2022
Q1 | $4.49M | Buy |
32,943
+8,085
| +33% | +$1.1M | 1.3% | 33 |
|
|
2021
Q4 | $3.94M | Buy |
24,858
+15
| +0.1% | +$2.38K | 1.07% | 40 |
|
|
2021
Q3 | $4.07M | Buy |
24,843
+155
| +0.6% | +$25.4K | 1.21% | 36 |
|
|
2021
Q2 | $3.84M | Buy |
24,688
+210
| +0.9% | +$32.7K | 1.16% | 36 |
|
|
2021
Q1 | $3.73M | Buy |
24,478
+250
| +1% | +$38.1K | 1.2% | 37 |
|
|
2020
Q4 | $3.08M | Buy |
24,228
+6,204
| +34% | +$788K | 1.07% | 37 |
|
|
2020
Q3 | $1.74M | Buy |
18,024
+9,898
| +122% | +$953K | 0.68% | 51 |
|
|
2020
Q2 | $764K | Hold |
8,126
| – | – | 0.32% | 64 |
|
|
2020
Q1 | $731K | Sell |
8,126
-437
| -5% | -$39.3K | 0.37% | 59 |
|
|
2019
Q4 | $1.19M | Sell |
8,563
-290
| -3% | -$40.4K | 0.45% | 58 |
|
|
2019
Q3 | $1.04M | Hold |
8,853
| – | – | 0.41% | 59 |
|
|
2019
Q2 | $989K | Hold |
8,853
| – | – | 0.4% | 59 |
|
|
2019
Q1 | $896K | Hold |
8,853
| – | – | 0.37% | 61 |
|
|
2018
Q4 | $864K | Hold |
8,853
| – | – | 0.41% | 60 |
|
|
2018
Q3 | $998K | Sell |
8,853
-670
| -7% | -$75.5K | 0.46% | 60 |
|
|
2018
Q2 | $992K | Buy |
9,523
+670
| +8% | +$69.8K | 0.49% | 61 |
|
|
2018
Q1 | $973K | Hold |
8,853
| – | – | 0.5% | 58 |
|
|
2017
Q4 | $946K | Sell |
8,853
-100
| -1% | -$10.7K | 0.47% | 57 |
|
|
2017
Q3 | $855K | Buy |
8,953
+252
| +3% | +$24.1K | 0.44% | 59 |
|
|
2017
Q2 | $795K | Hold |
8,701
| – | – | 0.43% | 59 |
|
|
2017
Q1 | $764K | Sell |
8,701
-315
| -3% | -$27.7K | 0.42% | 62 |
|
|
2016
Q4 | $777K | Hold |
9,016
| – | – | 0.44% | 59 |
|
|
2016
Q3 | $600K | Buy |
9,016
+1,480
| +20% | +$98.5K | 0.35% | 67 |
|
|
2016
Q2 | $468K | Hold |
7,536
| – | – | 0.28% | 71 |
|
|
2016
Q1 | $446K | Hold |
7,536
| – | – | 0.28% | 72 |
|
|
2015
Q4 | $497K | Hold |
7,536
| – | – | 0.31% | 71 |
|
|
2015
Q3 | $459K | Hold |
7,536
| – | – | 0.3% | 75 |
|
|
2015
Q2 | $510K | Sell |
7,536
-45
| -0.6% | -$3.05K | 0.32% | 72 |
|
|
2015
Q1 | $459K | Hold |
7,581
| – | – | 0.29% | 73 |
|
|
2014
Q4 | $474K | Hold |
7,581
| – | – | 0.3% | 74 |
|
|
2014
Q3 | $456K | Hold |
7,581
| – | – | 0.31% | 73 |
|
|
2014
Q2 | $436K | Buy |
7,581
+165
| +2% | +$9.49K | 0.3% | 69 |
|
|
2014
Q1 | $450K | Buy |
7,416
+150
| +2% | +$9.1K | 0.33% | 68 |
|
|
2013
Q4 | $424K | Sell |
7,266
-600
| -8% | -$35K | 0.33% | 66 |
|
|
2013
Q3 | $406K | Hold |
7,866
| – | – | 0.34% | 66 |
|
|
2013
Q2 | $415K | Buy |
+7,866
| New | +$415K | 0.37% | 66 |
|