Bowman & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.58M | Buy |
26,142
+255
| +1% | +$73.9K | 3.38% | 5 |
|
2025
Q1 | $6.35M | Buy |
25,887
+1,009
| +4% | +$248K | 3.12% | 6 |
|
2024
Q4 | $5.96M | Sell |
24,878
-536
| -2% | -$129K | 3.08% | 6 |
|
2024
Q3 | $5.36M | Buy |
25,414
+2,163
| +9% | +$456K | 2.81% | 6 |
|
2024
Q2 | $4.7M | Buy |
23,251
+1,568
| +7% | +$317K | 2.72% | 6 |
|
2024
Q1 | $4.34M | Sell |
21,683
-383
| -2% | -$76.7K | 2.62% | 8 |
|
2023
Q4 | $3.75M | Buy |
22,066
+1,159
| +6% | +$197K | 2.61% | 8 |
|
2023
Q3 | $3.03M | Buy |
20,907
+1,269
| +6% | +$184K | 2.41% | 8 |
|
2023
Q2 | $2.86M | Buy |
19,638
+740
| +4% | +$108K | 2.16% | 11 |
|
2023
Q1 | $2.46M | Buy |
18,898
+1,396
| +8% | +$182K | 1.81% | 11 |
|
2022
Q4 | $2.35M | Buy |
17,502
+1,340
| +8% | +$180K | 1.82% | 11 |
|
2022
Q3 | $1.69M | Buy |
16,162
+722
| +5% | +$75.5K | 1.53% | 11 |
|
2022
Q2 | $1.74M | Buy |
15,440
+1,561
| +11% | +$176K | 1.52% | 11 |
|
2022
Q1 | $1.89M | Buy |
13,879
+1,852
| +15% | +$252K | 1.46% | 11 |
|
2021
Q4 | $1.91M | Buy |
+12,027
| New | +$1.91M | 1.47% | 11 |
|