BHC
Bowen Hanes & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.7M | Buy |
281,884
+4,450
| +2% | +$1.29M | 2.06% | 14 |
|
|
2025
Q1 | $68.1M | Buy |
277,434
+13,224
| +5% | +$3.24M | 1.89% | 19 |
|
|
2024
Q4 | $63.3M | Buy |
264,210
+3,553
| +1% | +$852K | 1.7% | 25 |
|
|
2024
Q3 | $55M | Buy |
260,657
+224,677
| +624% | +$47.4M | 1.44% | 30 |
|
|
2024
Q2 | $7.28M | Sell |
35,980
-205
| -0.6% | -$41.5K | 0.2% | 69 |
|
|
2024
Q1 | $7.25M | Sell |
36,185
-350
| -1% | -$70.1K | 0.21% | 70 |
|
|
2023
Q4 | $6.21M | Sell |
36,535
-1,300
| -3% | -$221K | 0.19% | 67 |
|
|
2023
Q3 | $5.49M | Buy |
37,835
+891
| +2% | +$129K | 0.18% | 65 |
|
|
2023
Q2 | $5.37M | Buy |
36,944
+807
| +2% | +$117K | 0.17% | 67 |
|
|
2023
Q1 | $4.71M | Sell |
36,137
-4,627
| -11% | -$603K | 0.16% | 70 |
|
|
2022
Q4 | $5.47M | Sell |
40,764
-205,556
| -83% | -$27.6M | 0.19% | 69 |
|
|
2022
Q3 | $25.7M | Sell |
246,320
-181,745
| -42% | -$19M | 1% | 47 |
|
|
2022
Q2 | $48.2M | Buy |
428,065
+7,144
| +2% | +$804K | 1.75% | 26 |
|
|
2022
Q1 | $57.4M | Sell |
420,921
-3,800
| -0.9% | -$518K | 1.71% | 20 |
|
|
2021
Q4 | $67.3M | Sell |
424,721
-13,355
| -3% | -$2.11M | 1.9% | 17 |
|
|
2021
Q3 | $71.7M | Buy |
438,076
+3,095
| +0.7% | +$507K | 2.2% | 9 |
|
|
2021
Q2 | $67.7M | Sell |
434,981
-4,440
| -1% | -$691K | 2.06% | 13 |
|
|
2021
Q1 | $66.9M | Sell |
439,421
-94
| -0% | -$14.3K | 2.14% | 10 |
|
|
2020
Q4 | $55.8M | Sell |
439,515
-13,256
| -3% | -$1.68M | 1.86% | 19 |
|
|
2020
Q3 | $43.6M | Buy |
452,771
+12,750
| +3% | +$1.23M | 1.57% | 28 |
|
|
2020
Q2 | $41.4M | Buy |
440,021
+20,760
| +5% | +$1.95M | 1.67% | 29 |
|
|
2020
Q1 | $37.7M | Buy |
419,261
+49,046
| +13% | +$4.42M | 1.85% | 29 |
|
|
2019
Q4 | $51.6M | Buy |
370,215
+126,111
| +52% | +$17.6M | 2.12% | 12 |
|
|
2019
Q3 | $28.7M | Sell |
244,104
-1,135
| -0.5% | -$134K | 1.22% | 40 |
|
|
2019
Q2 | $27.4M | Buy |
245,239
+12,056
| +5% | +$1.35M | 1.18% | 43 |
|
|
2019
Q1 | $23.6M | Buy |
233,183
+22,209
| +11% | +$2.25M | 1.04% | 50 |
|
|
2018
Q4 | $20.6M | Sell |
210,974
-1,355
| -0.6% | -$132K | 1.04% | 49 |
|
|
2018
Q3 | $24M | Buy |
212,329
+189,915
| +847% | +$21.4M | 1.05% | 46 |
|
|
2018
Q2 | $2.34M | Buy |
22,414
+65
| +0.3% | +$6.77K | 0.11% | 87 |
|
|
2018
Q1 | $2.46M | Buy |
22,349
+11,100
| +99% | +$1.22M | 0.11% | 86 |
|
|
2017
Q4 | $1.2M | Buy |
11,249
+320
| +3% | +$34.2K | 0.05% | 105 |
|
|
2017
Q3 | $1.04M | Buy |
10,929
+170
| +2% | +$16.2K | 0.05% | 105 |
|
|
2017
Q2 | $983K | Buy |
10,759
+800
| +8% | +$73.1K | 0.05% | 104 |
|
|
2017
Q1 | $875K | Buy |
+9,959
| New | +$875K | 0.04% | 102 |
|
|
2016
Q1 | – | Sell |
-3,215
| Closed | -$212K | – | 132 |
|
|
2015
Q4 | $212K | Buy |
+3,215
| New | +$212K | 0.01% | 140 |
|
|
2015
Q1 | – | Sell |
-3,471
| Closed | -$217K | – | 143 |
|
|
2014
Q4 | $217K | Buy |
+3,471
| New | +$217K | 0.01% | 141 |
|