BPM
Bowling Portfolio Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.54M | Sell |
33,828
-7,584
| -18% | -$793K | 0.97% | 21 |
|
|
2022
Q2 | $4.66M | Buy |
41,412
+5,961
| +17% | +$671K | 1.18% | 14 |
|
|
2022
Q1 | $4.83M | Sell |
35,451
-581
| -2% | -$79.2K | 1.04% | 17 |
|
|
2021
Q4 | $5.71M | Sell |
36,032
-727
| -2% | -$115K | 1.18% | 13 |
|
|
2021
Q3 | $6.02M | Sell |
36,759
-208
| -0.6% | -$34K | 1.35% | 7 |
|
|
2021
Q2 | $5.75M | Sell |
36,967
-8,443
| -19% | -$1.31M | 1.28% | 9 |
|
|
2021
Q1 | $6.91M | Sell |
45,410
-1,143
| -2% | -$174K | 1.64% | 6 |
|
|
2020
Q4 | $5.92M | Sell |
46,553
-2,630
| -5% | -$334K | 1.39% | 8 |
|
|
2020
Q3 | $4.74M | Buy |
49,183
+18,045
| +58% | +$1.74M | 1.06% | 11 |
|
|
2020
Q2 | $2.93M | Sell |
31,138
-329
| -1% | -$30.9K | 0.63% | 30 |
|
|
2020
Q1 | $2.83M | Sell |
31,467
-2,314
| -7% | -$208K | 0.7% | 23 |
|
|
2019
Q4 | $4.71M | Buy |
33,781
+1,423
| +4% | +$198K | 0.8% | 23 |
|
|
2019
Q3 | $3.81M | Sell |
32,358
-2,412
| -7% | -$284K | 0.64% | 33 |
|
|
2019
Q2 | $3.89M | Sell |
34,770
-18,799
| -35% | -$2.1M | 0.64% | 35 |
|
|
2019
Q1 | $5.42M | Sell |
53,569
-1,144
| -2% | -$116K | 0.86% | 14 |
|
|
2018
Q4 | $5.34M | Buy |
54,713
+13,933
| +34% | +$1.36M | 0.94% | 14 |
|
|
2018
Q3 | $4.6M | Sell |
40,780
-2,264
| -5% | -$255K | 0.64% | 29 |
|
|
2018
Q2 | $4.49M | Sell |
43,044
-1,238
| -3% | -$129K | 0.63% | 34 |
|
|
2018
Q1 | $4.87M | Sell |
44,282
-35,873
| -45% | -$3.95M | 0.67% | 32 |
|
|
2017
Q4 | $8.57M | Buy |
80,155
+160
| +0.2% | +$17.1K | 1.14% | 5 |
|
|
2017
Q3 | $7.64M | Sell |
79,995
-1,994
| -2% | -$190K | 1.15% | 7 |
|
|
2017
Q2 | $7.49M | Buy |
81,989
+655
| +0.8% | +$59.9K | 1.1% | 10 |
|
|
2017
Q1 | $7.14M | Buy |
81,334
+25,034
| +44% | +$2.2M | 1.18% | 9 |
|
|
2016
Q4 | $4.86M | Sell |
56,300
-6,957
| -11% | -$600K | 0.72% | 54 |
|
|
2016
Q3 | $4.21M | Sell |
63,257
-47,129
| -43% | -$3.14M | 0.59% | 67 |
|
|
2016
Q2 | $6.86M | Buy |
110,386
+1,067
| +1% | +$66.3K | 1.12% | 26 |
|
|
2016
Q1 | $6.47M | Buy |
109,319
+31,034
| +40% | +$1.84M | 1.05% | 31 |
|
|
2015
Q4 | $5.17M | Buy |
78,285
+810
| +1% | +$53.5K | 1.14% | 23 |
|
|
2015
Q3 | $4.72M | Buy |
77,475
+5,994
| +8% | +$365K | 1.09% | 25 |
|
|
2015
Q2 | $4.84M | Buy |
71,481
+16,600
| +30% | +$1.12M | 1.05% | 29 |
|
|
2015
Q1 | $3.33M | Sell |
54,881
-761
| -1% | -$46.1K | 0.73% | 56 |
|
|
2014
Q4 | $3.48K | Sell |
55,642
-6,033
| -10% | -$378 | 0.7% | 48 |
|
|
2014
Q3 | $3.72M | Sell |
61,675
-606
| -1% | -$36.5K | 0.87% | 59 |
|
|
2014
Q2 | $3.59M | Sell |
62,281
-96,324
| -61% | -$5.55M | 0.85% | 60 |
|
|
2014
Q1 | $9.63M | Sell |
158,605
-1,728
| -1% | -$105K | 2.3% | 3 |
|
|
2013
Q4 | $9.38M | Sell |
160,333
-690
| -0.4% | -$40.4K | 2.3% | 2 |
|
|
2013
Q3 | $8.32M | Buy |
161,023
+100,922
| +168% | +$5.22M | 2.32% | 3 |
|
|
2013
Q2 | $3.17M | Buy |
+60,101
| New | +$3.17M | 0.93% | 58 |
|