Braun-Bostich & Associates’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 | $799K | Sell |
2,756
-113
| -4% | -$32.8K | 0.55% | 41 |
|
|
2025
Q1 | $704K | Sell |
2,869
-2
| -0.1% | -$491 | 0.52% | 45 |
|
|
2024
Q4 | $688K | Sell |
2,871
-659
| -19% | -$158K | 0.5% | 45 |
|
|
2024
Q3 | $744K | Buy |
3,530
+48
| +1% | +$10.1K | 0.52% | 37 |
|
|
2024
Q2 | $704K | Buy |
3,482
+315
| +10% | +$63.7K | 0.52% | 40 |
|
|
2024
Q1 | $634K | Buy |
3,167
+208
| +7% | +$41.7K | 0.53% | 57 |
|
|
2023
Q4 | $503K | Buy |
+2,959
| New | +$503K | 0.45% | 54 |
|
|
2023
Q3 | – | Sell |
-3,607
| Closed | -$525K | – | 78 |
|
|
2023
Q2 | $525K | Buy |
3,607
+513
| +17% | +$74.6K | 1.12% | 37 |
|
|
2023
Q1 | $403K | Buy |
3,094
+1,034
| +50% | +$135K | 0.95% | 41 |
|
|
2022
Q4 | $276K | Buy |
+2,060
| New | +$276K | 0.8% | 44 |
|
|
2022
Q1 | – | Sell |
-22,847
| Closed | -$3.43M | – | 109 |
|
|
2021
Q4 | $3.43M | Buy |
+22,847
| New | +$3.43M | 0.82% | 31 |
|
|
2020
Q4 | – | Sell |
-1,641
| Closed | -$158K | – | 138 |
|
|
2020
Q3 | $158K | Sell |
1,641
-1,698
| -51% | -$163K | 0.16% | 106 |
|
|
2020
Q2 | $314K | Hold |
3,339
| – | – | 0.31% | 56 |
|
|
2020
Q1 | $282K | Buy |
3,339
+2,226
| +200% | +$188K | 0.36% | 59 |
|
|
2019
Q4 | $157K | Sell |
1,113
-1,702
| -60% | -$240K | 0.15% | 94 |
|
|
2019
Q3 | $331K | Sell |
2,815
-65
| -2% | -$7.64K | 0.38% | 60 |
|
|
2019
Q2 | $322K | Sell |
2,880
-301
| -9% | -$33.7K | 0.34% | 58 |
|
|
2019
Q1 | $322K | Sell |
3,181
-2,816
| -47% | -$285K | 0.34% | 74 |
|
|
2018
Q4 | $585K | Buy |
5,997
+76
| +1% | +$7.41K | 0.62% | 53 |
|
|
2018
Q3 | $668K | Sell |
5,921
-36
| -0.6% | -$4.06K | 0.64% | 52 |
|
|
2018
Q2 | $621K | Sell |
5,957
-239
| -4% | -$24.9K | 0.62% | 53 |
|
|
2018
Q1 | $681K | Sell |
6,196
-897
| -13% | -$98.6K | 0.59% | 53 |
|
|
2017
Q4 | $759K | Buy |
+7,093
| New | +$759K | 0.64% | 40 |
|