BLAM
Bourne Lent Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Hold |
1,550
| – | – | 0.17% | 42 |
|
|
2025
Q1 | $380K | Hold |
1,550
| – | – | 0.16% | 44 |
|
|
2024
Q4 | $372K | Hold |
1,550
| – | – | 0.14% | 43 |
|
|
2024
Q3 | $327K | Buy |
1,550
+50
| +3% | +$10.5K | 0.12% | 48 |
|
|
2024
Q2 | $303K | Hold |
1,500
| – | – | 0.12% | 50 |
|
|
2024
Q1 | $300K | Hold |
1,500
| – | – | 0.12% | 48 |
|
|
2023
Q4 | $255K | Hold |
1,500
| – | – | 0.1% | 56 |
|
|
2023
Q3 | $218K | Hold |
1,500
| – | – | 0.1% | 58 |
|
|
2023
Q2 | $218K | Buy |
+1,500
| New | +$218K | 0.08% | 60 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$201K | – | 63 |
|
|
2022
Q4 | $201K | Buy |
+1,500
| New | +$201K | 0.09% | 63 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$204K | – | 64 |
|
|
2022
Q1 | $204K | Hold |
1,500
| – | – | 0.06% | 60 |
|
|
2021
Q4 | $238K | Hold |
1,500
| – | – | 0.06% | 57 |
|
|
2021
Q3 | $246K | Hold |
1,500
| – | – | 0.07% | 54 |
|
|
2021
Q2 | $233K | Hold |
1,500
| – | – | 0.07% | 57 |
|
|
2021
Q1 | $228K | Buy |
+1,500
| New | +$228K | 0.07% | 58 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$209K | – | 57 |
|
|
2019
Q4 | $209K | Buy |
+1,500
| New | +$209K | 0.1% | 56 |
|
|
2018
Q4 | – | Sell |
-1,800
| Closed | -$203K | – | 57 |
|
|
2018
Q3 | $203K | Buy |
+1,800
| New | +$203K | 0.1% | 56 |
|