Bridge Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,778
| Closed | -$548K | – | 134 |
|
|
2023
Q3 | $548K | Buy |
3,778
+367
| +11% | +$53.2K | 0.19% | 88 |
|
|
2023
Q2 | $496K | Buy |
3,411
+219
| +7% | +$31.8K | 0.18% | 86 |
|
|
2023
Q1 | $416K | Buy |
3,192
+329
| +11% | +$42.9K | 0.16% | 90 |
|
|
2022
Q4 | $384K | Sell |
2,863
-30
| -1% | -$4.02K | 0.16% | 96 |
|
|
2022
Q3 | $302K | Sell |
2,893
-34
| -1% | -$3.55K | 0.15% | 91 |
|
|
2022
Q2 | $331K | Sell |
2,927
-284
| -9% | -$32.1K | 0.16% | 85 |
|
|
2022
Q1 | $438K | Sell |
3,211
-201
| -6% | -$27.4K | 0.19% | 69 |
|
|
2021
Q4 | $540K | Buy |
3,412
+1,315
| +63% | +$208K | 0.24% | 64 |
|
|
2021
Q3 | $343K | Hold |
2,097
| – | – | 0.17% | 64 |
|
|
2021
Q2 | $326K | Sell |
2,097
-15
| -0.7% | -$2.33K | 0.17% | 67 |
|
|
2021
Q1 | $321K | Sell |
2,112
-533
| -20% | -$81K | 0.2% | 53 |
|
|
2020
Q4 | $336K | Buy |
+2,645
| New | +$336K | 0.16% | 61 |
|