Bragg Financial Advisors’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 | $26.8M | Sell |
92,604
-524
| -0.6% | -$152K | 0.96% | 30 |
|
|
2025
Q1 | $22.8M | Sell |
93,128
-2,069
| -2% | -$508K | 0.94% | 30 |
|
|
2024
Q4 | $22.8M | Sell |
95,197
-3,130
| -3% | -$750K | 0.92% | 30 |
|
|
2024
Q3 | $20.7M | Sell |
98,327
-1,023
| -1% | -$216K | 0.85% | 35 |
|
|
2024
Q2 | $20.1M | Sell |
99,350
-1,725
| -2% | -$349K | 0.9% | 29 |
|
|
2024
Q1 | $20.2M | Sell |
101,075
-1,108
| -1% | -$222K | 0.91% | 29 |
|
|
2023
Q4 | $17.4M | Sell |
102,183
-1,448
| -1% | -$246K | 0.83% | 35 |
|
|
2023
Q3 | $15M | Sell |
103,631
-1,245
| -1% | -$181K | 0.79% | 41 |
|
|
2023
Q2 | $15.3M | Buy |
104,876
+1,420
| +1% | +$207K | 0.84% | 34 |
|
|
2023
Q1 | $13.5M | Buy |
103,456
+761
| +0.7% | +$99.2K | 0.8% | 40 |
|
|
2022
Q4 | $13.8M | Buy |
102,695
+3,469
| +3% | +$465K | 0.84% | 37 |
|
|
2022
Q3 | $10.4M | Buy |
99,226
+2,177
| +2% | +$227K | 0.72% | 50 |
|
|
2022
Q2 | $10.9M | Buy |
97,049
+4,328
| +5% | +$487K | 0.73% | 50 |
|
|
2022
Q1 | $12.6M | Buy |
92,721
+5,107
| +6% | +$696K | 0.74% | 51 |
|
|
2021
Q4 | $14.3M | Hold |
87,614
| – | – | 0.92% | 30 |
|
|
2021
Q3 | $14.3M | Buy |
87,614
+957
| +1% | +$157K | 0.92% | 30 |
|
|
2021
Q2 | $13.5M | Buy |
86,657
+1,305
| +2% | +$203K | 0.86% | 38 |
|
|
2021
Q1 | $13M | Buy |
85,352
+1,935
| +2% | +$295K | 0.87% | 37 |
|
|
2020
Q4 | $10.6M | Buy |
83,417
+2,283
| +3% | +$290K | 0.93% | 38 |
|
|
2020
Q3 | $7.81M | Buy |
81,134
+1,544
| +2% | +$149K | 0.8% | 46 |
|
|
2020
Q2 | $7.49M | Buy |
79,590
+3,715
| +5% | +$349K | 0.83% | 41 |
|
|
2020
Q1 | $6.83M | Buy |
75,875
+8,980
| +13% | +$808K | 0.92% | 35 |
|
|
2019
Q4 | $9.33M | Buy |
66,895
+1,150
| +2% | +$160K | 1.04% | 31 |
|
|
2019
Q3 | $7.74M | Buy |
65,745
+1,811
| +3% | +$213K | 0.94% | 32 |
|
|
2019
Q2 | $7.15M | Buy |
63,934
+879
| +1% | +$98.3K | 0.88% | 35 |
|
|
2019
Q1 | $6.38M | Buy |
63,055
+2,200
| +4% | +$223K | 0.83% | 39 |
|
|
2018
Q4 | $5.94M | Buy |
60,855
+3,332
| +6% | +$325K | 0.89% | 37 |
|
|
2018
Q3 | $6.49M | Buy |
57,523
+1,808
| +3% | +$204K | 0.87% | 38 |
|
|
2018
Q2 | $5.81M | Buy |
55,715
+3,250
| +6% | +$339K | 0.83% | 40 |
|
|
2018
Q1 | $5.77M | Buy |
52,465
+3,737
| +8% | +$411K | 0.84% | 38 |
|
|
2017
Q4 | $5.21M | Buy |
48,728
+3,404
| +8% | +$364K | 0.75% | 46 |
|
|
2017
Q3 | $4.33M | Buy |
45,324
+1,427
| +3% | +$136K | 0.66% | 55 |
|
|
2017
Q2 | $4.01M | Buy |
43,897
+2,699
| +7% | +$247K | 0.63% | 57 |
|
|
2017
Q1 | $3.62M | Buy |
41,198
+3,471
| +9% | +$305K | 0.58% | 68 |
|
|
2016
Q4 | $3.26M | Buy |
37,727
+5,706
| +18% | +$492K | 0.54% | 77 |
|
|
2016
Q3 | $2.13M | Buy |
32,021
+3,248
| +11% | +$216K | 0.38% | 106 |
|
|
2016
Q2 | $1.79M | Buy |
28,773
+8,042
| +39% | +$500K | 0.32% | 118 |
|
|
2016
Q1 | $1.23M | Buy |
20,731
+7,336
| +55% | +$435K | 0.24% | 138 |
|
|
2015
Q4 | $884K | Sell |
13,395
-75
| -0.6% | -$4.95K | 0.19% | 148 |
|
|
2015
Q3 | $821K | Buy |
13,470
+75
| +0.6% | +$4.57K | 0.2% | 140 |
|
|
2015
Q2 | $908K | Hold |
13,395
| – | – | 0.21% | 141 |
|
|
2015
Q1 | $811K | Buy |
13,395
+6
| +0% | +$363 | 0.19% | 144 |
|
|
2014
Q4 | $838K | Sell |
13,389
-50
| -0.4% | -$3.13K | 0.2% | 146 |
|
|
2014
Q3 | $810K | Sell |
13,439
-362
| -3% | -$21.8K | 0.2% | 146 |
|
|
2014
Q2 | $795K | Sell |
13,801
-315
| -2% | -$18.1K | 0.19% | 154 |
|
|
2014
Q1 | $857K | Sell |
14,116
-301
| -2% | -$18.3K | 0.21% | 148 |
|
|
2013
Q4 | $843K | Buy |
14,417
+916
| +7% | +$53.6K | 0.2% | 151 |
|
|
2013
Q3 | $698K | Buy |
13,501
+835
| +7% | +$43.2K | 0.18% | 153 |
|
|
2013
Q2 | $669K | Buy |
+12,666
| New | +$669K | 0.18% | 158 |
|