BCB
Brian C. Broderick’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Hold |
2,110
| – | – | 0.12% | 65 |
|
|
2025
Q1 | $518K | Hold |
2,110
| – | – | 0.11% | 68 |
|
|
2024
Q4 | $506K | Hold |
2,110
| – | – | 0.1% | 65 |
|
|
2024
Q3 | $445K | Hold |
2,110
| – | – | 0.09% | 71 |
|
|
2024
Q2 | $427K | Hold |
2,110
| – | – | 0.09% | 70 |
|
|
2024
Q1 | $423K | Buy |
+2,110
| New | +$423K | 0.09% | 71 |
|
|
2020
Q4 | – | Sell |
-2,958
| Closed | -$285K | – | 82 |
|
|
2020
Q3 | $285K | Sell |
2,958
-200
| -6% | -$19.3K | 0.09% | 69 |
|
|
2020
Q2 | $297K | Hold |
3,158
| – | – | 0.1% | 72 |
|
|
2020
Q1 | $284K | Hold |
3,158
| – | – | 0.11% | 70 |
|
|
2019
Q4 | $440K | Buy |
3,158
+200
| +7% | +$27.9K | 0.14% | 64 |
|
|
2019
Q3 | $348K | Buy |
2,958
+1,110
| +60% | +$131K | 0.12% | 67 |
|
|
2019
Q2 | $207K | Buy |
+1,848
| New | +$207K | 0.07% | 81 |
|
|
2018
Q4 | – | Sell |
-1,948
| Closed | -$220K | – | 80 |
|
|
2018
Q3 | $220K | Hold |
1,948
| – | – | 0.07% | 83 |
|
|
2018
Q2 | $203K | Hold |
1,948
| – | – | 0.07% | 84 |
|
|
2018
Q1 | $214K | Hold |
1,948
| – | – | 0.08% | 86 |
|
|
2017
Q4 | $209K | Buy |
+1,948
| New | +$209K | 0.08% | 86 |
|
|
2015
Q4 | – | Sell |
-2,871
| Closed | -$175K | – | 103 |
|
|
2015
Q3 | $175K | Hold |
2,871
| – | – | 0.08% | 89 |
|
|
2015
Q2 | $195K | Sell |
2,871
-846
| -23% | -$57.5K | 0.08% | 91 |
|
|
2015
Q1 | $225K | Buy |
3,717
+1,869
| +101% | +$113K | 0.09% | 89 |
|
|
2014
Q4 | $116K | Hold |
1,848
| – | – | 0.05% | 96 |
|
|
2014
Q3 | $111K | Hold |
1,848
| – | – | 0.05% | 102 |
|
|
2014
Q2 | $106K | Hold |
1,848
| – | – | 0.05% | 94 |
|
|
2014
Q1 | $112K | Buy |
+1,848
| New | +$112K | 0.06% | 89 |
|