BAM
Brave Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
47,682
-981
| -2% | -$284K | 3.73% | 8 |
|
|
2025
Q1 | $11.9M | Buy |
48,663
+8
| +0% | +$1.96K | 3.72% | 9 |
|
|
2024
Q4 | $11.7M | Sell |
48,655
-704
| -1% | -$169K | 3.7% | 10 |
|
|
2024
Q3 | $10.4M | Sell |
49,359
-1,101
| -2% | -$232K | 2.53% | 12 |
|
|
2024
Q2 | $10.2M | Sell |
50,460
-523
| -1% | -$106K | 2.6% | 12 |
|
|
2024
Q1 | $10.2M | Sell |
50,983
-1,292
| -2% | -$259K | 2.65% | 12 |
|
|
2023
Q4 | $8.89M | Buy |
52,275
+61
| +0.1% | +$10.4K | 2.5% | 12 |
|
|
2023
Q3 | $7.57M | Sell |
52,214
-319
| -0.6% | -$46.3K | 2.31% | 13 |
|
|
2023
Q2 | $7.64M | Sell |
52,533
-113
| -0.2% | -$16.4K | 2.24% | 13 |
|
|
2023
Q1 | $6.86M | Buy |
52,646
+2,637
| +5% | +$344K | 2.18% | 12 |
|
|
2022
Q4 | $6.71M | Buy |
50,009
+703
| +1% | +$94.3K | 2.27% | 13 |
|
|
2022
Q3 | $5.15M | Buy |
49,306
+2,771
| +6% | +$290K | 2.62% | 11 |
|
|
2022
Q2 | $5.24M | Buy |
46,535
+1,809
| +4% | +$204K | 2.34% | 11 |
|
|
2022
Q1 | $6.1M | Buy |
44,726
+692
| +2% | +$94.3K | 2.1% | 13 |
|
|
2021
Q4 | $6.97M | Buy |
44,034
+623
| +1% | +$98.7K | 1.91% | 15 |
|
|
2021
Q3 | $7.11M | Sell |
43,411
-541
| -1% | -$88.6K | 2.05% | 16 |
|
|
2021
Q2 | $6.84M | Buy |
43,952
+985
| +2% | +$153K | 2.01% | 16 |
|
|
2021
Q1 | $6.54M | Sell |
42,967
-13,513
| -24% | -$2.06M | 2.21% | 13 |
|
|
2020
Q4 | $7.18M | Sell |
56,480
-241
| -0.4% | -$30.6K | 2.73% | 13 |
|
|
2020
Q3 | $5.46M | Buy |
56,721
+15,032
| +36% | +$1.45M | 2.59% | 11 |
|
|
2020
Q2 | $3.92M | Buy |
41,689
+809
| +2% | +$76.1K | 2.05% | 14 |
|
|
2020
Q1 | $3.68M | Sell |
40,880
-516
| -1% | -$46.5K | 2.3% | 11 |
|
|
2019
Q4 | $5.77M | Sell |
41,396
-2,072
| -5% | -$289K | 2.99% | 9 |
|
|
2019
Q3 | $5.12M | Sell |
43,468
-72
| -0.2% | -$8.47K | 2.94% | 9 |
|
|
2019
Q2 | $4.87M | Sell |
43,540
-1,216
| -3% | -$136K | 2.73% | 10 |
|
|
2019
Q1 | $4.53M | Buy |
44,756
+1,392
| +3% | +$141K | 2.53% | 10 |
|
|
2018
Q4 | $4.23M | Buy |
43,364
+23,937
| +123% | +$2.34M | 2.85% | 9 |
|
|
2018
Q3 | $2.19M | Buy |
19,427
+754
| +4% | +$85.1K | 1.12% | 28 |
|
|
2018
Q2 | $1.95M | Buy |
18,673
+1,167
| +7% | +$122K | 1.13% | 32 |
|
|
2018
Q1 | $1.93M | Sell |
17,506
-400
| -2% | -$44K | 1.16% | 31 |
|
|
2017
Q4 | $1.92M | Buy |
17,906
+1,351
| +8% | +$144K | 1% | 31 |
|
|
2017
Q3 | $1.58M | Sell |
16,555
-211
| -1% | -$20.2K | 0.83% | 41 |
|
|
2017
Q2 | $1.71M | Buy |
16,766
+2,907
| +21% | +$297K | 0.91% | 28 |
|
|
2017
Q1 | $1.22M | Buy |
13,859
+1,149
| +9% | +$101K | 0.71% | 36 |
|
|
2016
Q4 | $1.1M | Sell |
12,710
-786
| -6% | -$67.8K | 0.7% | 39 |
|
|
2016
Q3 | $899K | Buy |
13,496
+4,443
| +49% | +$296K | 0.58% | 49 |
|
|
2016
Q2 | $563K | Buy |
9,053
+741
| +9% | +$46.1K | 0.38% | 67 |
|
|
2016
Q1 | $492K | Buy |
8,312
+1,500
| +22% | +$88.8K | 0.35% | 71 |
|
|
2015
Q4 | $450K | Hold |
6,812
| – | – | 0.3% | 83 |
|
|
2015
Q3 | $415K | Hold |
6,812
| – | – | 0.32% | 79 |
|
|
2015
Q2 | $462K | Buy |
6,812
+1,500
| +28% | +$102K | 0.32% | 83 |
|
|
2015
Q1 | $322K | Buy |
5,312
+300
| +6% | +$18.2K | 0.23% | 101 |
|
|
2014
Q4 | $314K | Buy |
5,012
+320
| +7% | +$20K | 0.23% | 100 |
|
|
2014
Q3 | $283K | Hold |
4,692
| – | – | 0.21% | 106 |
|
|
2014
Q2 | $270K | Hold |
4,692
| – | – | 0.19% | 111 |
|
|
2014
Q1 | $285K | Sell |
4,692
-1,690
| -26% | -$103K | 0.23% | 102 |
|
|
2013
Q4 | $373K | Buy |
+6,382
| New | +$373K | 0.3% | 85 |
|