BKA
Brick & Kyle Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.51M | Sell |
32,813
-27
| -0.1% | -$7.82K | 4.22% | 5 |
|
|
2025
Q1 | $7.94M | Sell |
32,840
-893
| -3% | -$216K | 3.65% | 7 |
|
|
2024
Q4 | $8.09M | Sell |
33,733
-167
| -0.5% | -$40K | 3.44% | 7 |
|
|
2024
Q3 | $7.05M | Sell |
33,900
-2,875
| -8% | -$598K | 3.02% | 9 |
|
|
2024
Q2 | $7.44M | Buy |
36,775
+1,221
| +3% | +$247K | 3.07% | 9 |
|
|
2024
Q1 | $7.05M | Sell |
35,554
-629
| -2% | -$125K | 3.12% | 10 |
|
|
2023
Q4 | $6.15M | Sell |
36,183
-235
| -0.6% | -$40K | 3.06% | 9 |
|
|
2023
Q3 | $5.28M | Buy |
36,418
+1,723
| +5% | +$250K | 2.8% | 11 |
|
|
2023
Q2 | $5.02M | Sell |
34,695
-4
| -0% | -$579 | 2.69% | 14 |
|
|
2023
Q1 | $4.52M | Sell |
34,699
-190
| -0.5% | -$24.8K | 2.59% | 16 |
|
|
2022
Q4 | $4.68M | Sell |
34,889
-455
| -1% | -$61K | 2.72% | 14 |
|
|
2022
Q3 | $3.71M | Buy |
35,344
+313
| +0.9% | +$32.9K | 2.25% | 17 |
|
|
2022
Q2 | $3.29M | Buy |
35,031
+318
| +0.9% | +$29.9K | 1.85% | 21 |
|
|
2022
Q1 | $4.73M | Sell |
34,713
-36,175
| -51% | -$4.93M | 2.3% | 18 |
|
|
2021
Q4 | $11.2M | Buy |
70,888
+36,536
| +106% | +$5.79M | 2.61% | 11 |
|
|
2021
Q3 | $5.64M | Buy |
34,352
+192
| +0.6% | +$31.5K | 2.86% | 9 |
|
|
2021
Q2 | $5.31M | Buy |
34,160
+1,012
| +3% | +$157K | 2.77% | 9 |
|
|
2021
Q1 | $5.06M | Sell |
33,148
-562
| -2% | -$85.7K | 2.79% | 11 |
|
|
2020
Q4 | $4.26M | Buy |
33,710
+40
| +0.1% | +$5.06K | 2.66% | 16 |
|
|
2020
Q3 | $3.21M | Buy |
33,670
+215
| +0.6% | +$20.5K | 2.22% | 21 |
|
|
2020
Q2 | $3.14M | Buy |
33,455
+680
| +2% | +$63.7K | 2.34% | 18 |
|
|
2020
Q1 | $2.94M | Sell |
32,775
-531
| -2% | -$47.6K | 2.76% | 11 |
|
|
2019
Q4 | $4.6M | Sell |
33,306
-1,722
| -5% | -$238K | 3.5% | 10 |
|
|
2019
Q3 | $4.43M | Sell |
35,028
-491
| -1% | -$62.1K | 3.68% | 8 |
|
|
2019
Q2 | $4.01M | Sell |
35,519
-277
| -0.8% | -$31.3K | 3.79% | 8 |
|
|
2019
Q1 | $3.62M | Sell |
35,796
-333
| -0.9% | -$33.7K | 3.72% | 9 |
|
|
2018
Q4 | $3.53M | Buy |
+36,129
| New | +$3.53M | 3.37% | 8 |
|
|
2018
Q2 | $3.88M | Sell |
37,224
-19
| -0.1% | -$1.98K | 3.03% | 7 |
|
|
2018
Q1 | $4.1M | Sell |
37,243
-129
| -0.3% | -$14.2K | 3.31% | 5 |
|
|
2017
Q4 | $4M | Buy |
37,372
+34
| +0.1% | +$3.64K | 3.25% | 5 |
|
|
2017
Q3 | $3.57M | Buy |
37,338
+163
| +0.4% | +$15.6K | 2.88% | 5 |
|
|
2017
Q2 | $3.4M | Buy |
37,175
+508
| +1% | +$46.4K | 2.92% | 5 |
|
|
2017
Q1 | $3.22M | Sell |
36,667
-1,686
| -4% | -$148K | 2.5% | 7 |
|
|
2016
Q4 | $3.31M | Sell |
38,353
-199
| -0.5% | -$17.2K | 2.66% | 4 |
|
|
2016
Q3 | $2.57M | Buy |
38,552
+225
| +0.6% | +$15K | 2.06% | 15 |
|
|
2016
Q2 | $2.38M | Sell |
38,327
-534
| -1% | -$33.2K | 1.95% | 15 |
|
|
2016
Q1 | $2.3M | Sell |
38,861
-49
| -0.1% | -$2.9K | 2% | 14 |
|
|
2015
Q4 | $2.57M | Sell |
38,910
-1,195
| -3% | -$78.9K | 2.26% | 8 |
|
|
2015
Q3 | $2.45M | Buy |
40,105
+1,025
| +3% | +$62.5K | 2.29% | 8 |
|
|
2015
Q2 | $2.65M | Buy |
39,080
+115
| +0.3% | +$7.79K | 2.22% | 8 |
|
|
2015
Q1 | $2.36M | Buy |
38,965
+745
| +2% | +$45.1K | 2.02% | 12 |
|
|
2014
Q4 | $2.39M | Buy |
+38,220
| New | +$2.39M | 2.07% | 13 |
|