BAMG
Brand Asset Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Sell |
2,158
-313
| -13% | -$90.7K | 0.23% | 45 |
|
|
2025
Q1 | $606K | Sell |
2,471
-60
| -2% | -$14.7K | 0.25% | 46 |
|
|
2024
Q4 | $607K | Buy |
2,531
+38
| +2% | +$9.11K | 0.25% | 44 |
|
|
2024
Q3 | $526K | Buy |
2,493
+170
| +7% | +$35.8K | 0.21% | 50 |
|
|
2024
Q2 | $470K | Buy |
2,323
+1,243
| +115% | +$251K | 0.2% | 52 |
|
|
2024
Q1 | $216K | Buy |
+1,080
| New | +$216K | 0.09% | 74 |
|
|
2021
Q4 | – | Sell |
-1,290
| Closed | -$211K | – | 79 |
|
|
2021
Q3 | $211K | Buy |
+1,290
| New | +$211K | 0.1% | 73 |
|
|
2021
Q2 | – | Sell |
-1,189
| Closed | -$181K | – | 172 |
|
|
2021
Q1 | $181K | Sell |
1,189
-1,301
| -52% | -$198K | 0.09% | 77 |
|
|
2020
Q4 | $316K | Sell |
2,490
-605
| -20% | -$76.8K | 0.18% | 57 |
|
|
2020
Q3 | $298K | Hold |
3,095
| – | – | 0.19% | 56 |
|
|
2020
Q2 | $291K | Hold |
3,095
| – | – | 0.19% | 54 |
|
|
2020
Q1 | $279K | Sell |
3,095
-169
| -5% | -$15.2K | 0.21% | 52 |
|
|
2019
Q4 | $455K | Sell |
3,264
-565
| -15% | -$78.8K | 0.29% | 47 |
|
|
2019
Q3 | $451K | Buy |
3,829
+69
| +2% | +$8.13K | 0.3% | 45 |
|
|
2019
Q2 | $420K | Sell |
3,760
-329
| -8% | -$36.8K | 0.28% | 46 |
|
|
2019
Q1 | $414K | Buy |
4,089
+410
| +11% | +$41.5K | 0.28% | 46 |
|
|
2018
Q4 | $359K | Sell |
3,679
-77
| -2% | -$7.51K | 0.28% | 47 |
|
|
2018
Q3 | $424K | Buy |
3,756
+112
| +3% | +$12.6K | 0.31% | 43 |
|
|
2018
Q2 | $380K | Buy |
+3,644
| New | +$380K | 0.29% | 43 |
|