Bourne Lent Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Hold |
|
|||||
|
2025
Q1 | $380K | Hold |
|
|||||
|
2024
Q4 | $372K | Hold |
|
|||||
|
2024
Q3 | $327K | Buy |
|
|||||
|
2024
Q2 | $303K | Hold |
|
|||||
|
2024
Q1 | $300K | Hold |
|
|||||
|
2023
Q4 | $255K | Hold |
|
|||||
|
2023
Q3 | $218K | Hold |
|
|||||
|
2023
Q2 | $218K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $201K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $204K | Hold |
|
|||||
|
2021
Q4 | $238K | Hold |
|
|||||
|
2021
Q3 | $246K | Hold |
|
|||||
|
2021
Q2 | $233K | Hold |
|
|||||
|
2021
Q1 | $228K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $209K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $203K | Buy |
|