Bradley & Co Private Wealth Management’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 | $11.4M | Sell |
39,411
-431
| -1% | -$125K | 7% | 6 |
|
|
2025
Q1 | $9.77M | Sell |
39,842
-3,841
| -9% | -$942K | 6.67% | 6 |
|
|
2024
Q4 | $10.5M | Buy |
+43,683
| New | +$10.5M | 6.54% | 8 |
|
|
2024
Q2 | $8.31M | Sell |
41,095
-852
| -2% | -$172K | 6.15% | 10 |
|
|
2024
Q1 | $8.4M | Buy |
41,947
+1,728
| +4% | +$346K | 6.8% | 8 |
|
|
2023
Q4 | $6.84M | Sell |
40,219
-314
| -0.8% | -$53.4K | 6.33% | 8 |
|
|
2023
Q3 | $5.88M | Sell |
40,533
-786
| -2% | -$114K | 6.13% | 7 |
|
|
2023
Q2 | $6.01M | Buy |
41,319
+993
| +2% | +$144K | 5.95% | 8 |
|
|
2023
Q1 | $5.25M | Sell |
40,326
-4,290
| -10% | -$559K | 5.76% | 10 |
|
|
2022
Q4 | $5.98M | Buy |
44,616
+1,177
| +3% | +$158K | 7.29% | 5 |
|
|
2022
Q3 | $4.54M | Buy |
43,439
+1,453
| +3% | +$152K | 5.41% | 9 |
|
|
2022
Q2 | $4.73M | Buy |
41,986
+936
| +2% | +$105K | 5.21% | 7 |
|
|
2022
Q1 | $5.6M | Buy |
41,050
+4,592
| +13% | +$626K | 4.81% | 10 |
|
|
2021
Q4 | $5.77M | Buy |
36,458
+1,192
| +3% | +$189K | 4.63% | 11 |
|
|
2021
Q3 | $5.77M | Buy |
35,266
+1,296
| +4% | +$212K | 4.98% | 10 |
|
|
2021
Q2 | $5.28M | Buy |
33,970
+260
| +0.8% | +$40.4K | 4.61% | 9 |
|
|
2021
Q1 | $5.13M | Buy |
+33,710
| New | +$5.13M | 4.74% | 8 |
|