BCM
Bridgeway Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.4M | Sell |
115,206
-8,183
| -7% | -$2.37M | 0.79% | 6 |
|
|
2025
Q1 | $30.3M | Sell |
123,389
-3,177
| -3% | -$779K | 0.76% | 6 |
|
|
2024
Q4 | $30.3M | Sell |
126,566
-18,686
| -13% | -$4.48M | 0.68% | 7 |
|
|
2024
Q3 | $30.6M | Buy |
145,252
+2,083
| +1% | +$439K | 0.66% | 6 |
|
|
2024
Q2 | $29M | Sell |
143,169
-85,320
| -37% | -$17.3M | 0.68% | 5 |
|
|
2024
Q1 | $45.8M | Sell |
228,489
-225
| -0.1% | -$45.1K | 0.94% | 1 |
|
|
2023
Q4 | $38.9M | Sell |
228,714
-3,161
| -1% | -$538K | 0.83% | 2 |
|
|
2023
Q3 | $33.6M | Sell |
231,875
-23,790
| -9% | -$3.45M | 0.82% | 2 |
|
|
2023
Q2 | $37.2M | Buy |
255,665
+145,503
| +132% | +$21.2M | 0.89% | 1 |
|
|
2023
Q1 | $14.4M | Sell |
110,162
-5,188
| -4% | -$676K | 0.38% | 31 |
|
|
2022
Q4 | $15.5M | Buy |
115,350
+37,355
| +48% | +$5.01M | 0.4% | 21 |
|
|
2022
Q3 | $8.15M | Sell |
77,995
-19,400
| -20% | -$2.03M | 0.22% | 126 |
|
|
2022
Q2 | $11M | Hold |
97,395
| – | – | 0.25% | 104 |
|
|
2022
Q1 | $13.3M | Sell |
97,395
-86,550
| -47% | -$11.8M | 0.26% | 105 |
|
|
2021
Q4 | $29.1M | Sell |
183,945
-43,900
| -19% | -$6.95M | 0.54% | 13 |
|
|
2021
Q3 | $37.3M | Sell |
227,845
-22,100
| -9% | -$3.62M | 0.71% | 1 |
|
|
2021
Q2 | $38.9M | Sell |
249,945
-3,400
| -1% | -$529K | 0.7% | 3 |
|
|
2021
Q1 | $38.6M | Sell |
253,345
-42,600
| -14% | -$6.49M | 0.72% | 2 |
|
|
2020
Q4 | $37.6M | Sell |
295,945
-73,750
| -20% | -$9.37M | 0.79% | 1 |
|
|
2020
Q3 | $35.6M | Sell |
369,695
-86,500
| -19% | -$8.33M | 0.82% | 2 |
|
|
2020
Q2 | $42.9M | Buy |
456,195
+298,700
| +190% | +$28.1M | 0.87% | 6 |
|
|
2020
Q1 | $14.2M | Sell |
157,495
-2,400
| -2% | -$216K | 0.32% | 96 |
|
|
2019
Q4 | $22.3M | Sell |
159,895
-5,100
| -3% | -$711K | 0.3% | 98 |
|
|
2019
Q3 | $19.4M | Hold |
164,995
| – | – | 0.27% | 94 |
|
|
2019
Q2 | $18.4M | Sell |
164,995
-14,450
| -8% | -$1.62M | 0.24% | 101 |
|
|
2019
Q1 | $18.2M | Sell |
179,445
-300
| -0.2% | -$30.4K | 0.23% | 102 |
|
|
2018
Q4 | $17.5M | Sell |
179,745
-5,650
| -3% | -$552K | 0.23% | 105 |
|
|
2018
Q3 | $20.9M | Hold |
185,395
| – | – | 0.2% | 111 |
|
|
2018
Q2 | $19.3M | Hold |
185,395
| – | – | 0.2% | 108 |
|
|
2018
Q1 | $20.4M | Buy |
185,395
+5,200
| +3% | +$572K | 0.22% | 106 |
|
|
2017
Q4 | $19.3M | Sell |
180,195
-14,500
| -7% | -$1.55M | 0.21% | 108 |
|
|
2017
Q3 | $18.6M | Hold |
194,695
| – | – | 0.21% | 107 |
|
|
2017
Q2 | $17.8M | Hold |
194,695
| – | – | 0.21% | 107 |
|
|
2017
Q1 | $17.1M | Sell |
194,695
-17,100
| -8% | -$1.5M | 0.21% | 112 |
|
|
2016
Q4 | $18.3M | Sell |
211,795
-610,942
| -74% | -$52.7M | 0.24% | 104 |
|
|
2016
Q3 | $54.8M | Sell |
822,737
-37,800
| -4% | -$2.52M | 0.82% | 8 |
|
|
2016
Q2 | $53.5M | Sell |
860,537
-10,430
| -1% | -$648K | 0.83% | 5 |
|
|
2016
Q1 | $51.6M | Buy |
870,967
+85,300
| +11% | +$5.05M | 0.87% | 5 |
|
|
2015
Q4 | $51.9M | Buy |
785,667
+238,650
| +44% | +$15.8M | 0.96% | 1 |
|
|
2015
Q3 | $33.4M | Sell |
547,017
-37,300
| -6% | -$2.27M | 0.7% | 14 |
|
|
2015
Q2 | $39.6M | Buy |
584,317
+257,192
| +79% | +$17.4M | 0.78% | 10 |
|
|
2015
Q1 | $19.8M | Sell |
327,125
-76,230
| -19% | -$4.62M | 0.41% | 55 |
|
|
2014
Q4 | $25.2M | Buy |
403,355
+7,100
| +2% | +$444K | 0.57% | 23 |
|
|
2014
Q3 | $23.9M | Buy |
396,255
+13,500
| +4% | +$813K | 0.6% | 22 |
|
|
2014
Q2 | $22.1M | Buy |
382,755
+10,500
| +3% | +$605K | 0.58% | 23 |
|
|
2014
Q1 | $22.6M | Sell |
372,255
-44,900
| -11% | -$2.73M | 0.65% | 16 |
|
|
2013
Q4 | $24.4M | Sell |
417,155
-10,060
| -2% | -$588K | 0.74% | 8 |
|
|
2013
Q3 | $22.1M | Buy |
427,215
+62,240
| +17% | +$3.22M | 0.75% | 9 |
|
|
2013
Q2 | $19.3M | Buy |
+364,975
| New | +$19.3M | 0.77% | 13 |
|