Brasada Capital 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 | $4.3M | Buy |
14,537
+195
| +1% | +$57.7K | 0.73% | 49 |
|
|
2025
Q1 | $3.11M | Buy |
14,342
+1,183
| +9% | +$257K | 0.62% | 54 |
|
|
2024
Q4 | $3.21M | Buy |
13,159
+1,433
| +12% | +$350K | 0.56% | 58 |
|
|
2024
Q3 | $2.43M | Buy |
+11,726
| New | +$2.43M | 0.42% | 67 |
|
|
2019
Q1 | – | Sell |
-247
| Closed | -$24K | – | 204 |
|
|
2018
Q4 | $24K | Hold |
247
| – | – | 0.01% | 208 |
|
|
2018
Q3 | $28K | Buy |
247
+128
| +108% | +$14.5K | 0.01% | 230 |
|
|
2018
Q2 | $12K | Hold |
119
| – | – | ﹤0.01% | 238 |
|
|
2018
Q1 | $13K | Hold |
119
| – | – | ﹤0.01% | 225 |
|
|
2017
Q4 | $13K | Buy |
+119
| New | +$13K | ﹤0.01% | 234 |
|