BCM
Bourgeon Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7M | Sell |
92,194
-2,355
| -2% | -$683K | 5.28% | 1 |
|
|
2025
Q1 | $23.2M | Sell |
94,549
-30,971
| -25% | -$7.6M | 4.99% | 1 |
|
|
2024
Q4 | $30.1M | Sell |
125,520
-2,129
| -2% | -$510K | 5.62% | 1 |
|
|
2024
Q3 | $26.9M | Sell |
127,649
-1,310
| -1% | -$276K | 5.18% | 1 |
|
|
2024
Q2 | $26.1M | Buy |
128,959
+274
| +0.2% | +$55.4K | 5.11% | 1 |
|
|
2024
Q1 | $25.8M | Buy |
128,685
+1,050
| +0.8% | +$210K | 5.04% | 1 |
|
|
2023
Q4 | $21.7M | Sell |
127,635
-1,430
| -1% | -$243K | 4.8% | 1 |
|
|
2023
Q3 | $18.7M | Sell |
129,065
-1,918
| -1% | -$278K | 4.39% | 1 |
|
|
2023
Q2 | $19.1M | Sell |
130,983
-1,838
| -1% | -$267K | 4.44% | 1 |
|
|
2023
Q1 | $17.3M | Buy |
132,821
+797
| +0.6% | +$104K | 4.12% | 1 |
|
|
2022
Q4 | $17.7M | Buy |
132,024
+1,524
| +1% | +$204K | 4.34% | 1 |
|
|
2022
Q3 | $13.6M | Buy |
130,500
+4,435
| +4% | +$463K | 3.75% | 2 |
|
|
2022
Q2 | $14.2M | Buy |
126,065
+4,756
| +4% | +$536K | 3.75% | 2 |
|
|
2022
Q1 | $16.5M | Buy |
121,309
+7,922
| +7% | +$1.08M | 3.74% | 1 |
|
|
2021
Q4 | $18M | Sell |
113,387
-2,620
| -2% | -$415K | 3.7% | 3 |
|
|
2021
Q3 | $19M | Sell |
116,007
-596
| -0.5% | -$97.6K | 4.06% | 2 |
|
|
2021
Q2 | $18.1M | Buy |
116,603
+1,842
| +2% | +$286K | 3.9% | 2 |
|
|
2021
Q1 | $17.5M | Sell |
114,761
-184
| -0.2% | -$28K | 3.88% | 2 |
|
|
2020
Q4 | $14.6M | Sell |
114,945
-397
| -0.3% | -$50.4K | 3.61% | 2 |
|
|
2020
Q3 | $11.1M | Buy |
115,342
+88
| +0.1% | +$8.47K | 3.36% | 4 |
|
|
2020
Q2 | $10.8M | Buy |
115,254
+25,787
| +29% | +$2.43M | 3.86% | 4 |
|
|
2020
Q1 | $8.06M | Buy |
89,467
+24,447
| +38% | +$2.2M | 4.17% | 3 |
|
|
2019
Q4 | $9.06M | Sell |
65,020
-623
| -0.9% | -$86.8K | 4.28% | 2 |
|
|
2019
Q3 | $7.73M | Buy |
65,643
+460
| +0.7% | +$54.1K | 4.19% | 5 |
|
|
2019
Q2 | $7.29M | Buy |
65,183
+102
| +0.2% | +$11.4K | 4.23% | 4 |
|
|
2019
Q1 | $6.59M | Sell |
65,081
-750
| -1% | -$75.9K | 3.86% | 4 |
|
|
2018
Q4 | $6.43M | Sell |
65,831
-3,303
| -5% | -$322K | 4.2% | 4 |
|
|
2018
Q3 | $7.8M | Sell |
69,134
-4,824
| -7% | -$544K | 4.02% | 2 |
|
|
2018
Q2 | $7.71M | Buy |
73,958
+57
| +0.1% | +$5.94K | 4.14% | 1 |
|
|
2018
Q1 | $8.13M | Sell |
73,901
-848
| -1% | -$93.3K | 4.44% | 1 |
|
|
2017
Q4 | $7.99M | Sell |
74,749
-1,427
| -2% | -$153K | 4.37% | 1 |
|
|
2017
Q3 | $7.28M | Sell |
76,176
-508
| -0.7% | -$48.5K | 4.29% | 1 |
|
|
2017
Q2 | $7.01M | Buy |
76,684
+928
| +1% | +$84.8K | 4.39% | 1 |
|
|
2017
Q1 | $6.65M | Buy |
75,756
+303
| +0.4% | +$26.6K | 4.15% | 1 |
|
|
2016
Q4 | $6.51M | Sell |
75,453
-15,739
| -17% | -$1.36M | 4.09% | 1 |
|
|
2016
Q3 | $6.07M | Sell |
91,192
-5,999
| -6% | -$400K | 3.89% | 1 |
|
|
2016
Q2 | $6.04M | Buy |
97,191
+1,973
| +2% | +$123K | 3.92% | 1 |
|
|
2016
Q1 | $5.64M | Sell |
95,218
-1,746
| -2% | -$103K | 3.77% | 1 |
|
|
2015
Q4 | $6.4M | Sell |
96,964
-403
| -0.4% | -$26.6K | 4.11% | 1 |
|
|
2015
Q3 | $5.94M | Buy |
97,367
+7,551
| +8% | +$460K | 4.14% | 1 |
|
|
2015
Q2 | $6.09M | Sell |
89,816
-188
| -0.2% | -$12.7K | 3.69% | 1 |
|
|
2015
Q1 | $5.45M | Sell |
90,004
-949
| -1% | -$57.5K | 3.34% | 1 |
|
|
2014
Q4 | $5.69M | Sell |
90,953
-1,182
| -1% | -$74K | 3.47% | 1 |
|
|
2014
Q3 | $5.55M | Buy |
92,135
+885
| +1% | +$53.3K | 3.24% | 2 |
|
|
2014
Q2 | $5.26M | Buy |
91,250
+11,418
| +14% | +$658K | 2.87% | 4 |
|
|
2014
Q1 | $4.85M | Buy |
79,832
+6,250
| +8% | +$379K | 3.05% | 3 |
|
|
2013
Q4 | $4.3M | Buy |
73,582
+825
| +1% | +$48.2K | 2.77% | 5 |
|
|
2013
Q3 | $3.76M | Buy |
72,757
+11,650
| +19% | +$602K | 2.54% | 8 |
|
|
2013
Q2 | $3.23M | Buy |
+61,107
| New | +$3.23M | 2.3% | 10 |
|