Bridgeworth’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 | $491K | Sell |
2,888
-126
| -4% | -$21.4K | 0.05% | 103 |
|
|
2023
Q3 | $437K | Sell |
3,014
-30
| -1% | -$4.35K | 0.05% | 106 |
|
|
2023
Q2 | $443K | Buy |
3,044
+355
| +13% | +$51.6K | 0.05% | 107 |
|
|
2023
Q1 | $350K | Buy |
2,689
+305
| +13% | +$39.7K | 0.04% | 115 |
|
|
2022
Q4 | $320K | Sell |
2,384
-100
| -4% | -$13.4K | 0.05% | 117 |
|
|
2022
Q3 | $260K | Buy |
2,484
+100
| +4% | +$10.5K | 0.06% | 117 |
|
|
2022
Q2 | $268K | Buy |
2,384
+66
| +3% | +$7.42K | 0.06% | 117 |
|
|
2022
Q1 | $316K | Sell |
2,318
-750
| -24% | -$102K | 0.07% | 112 |
|
|
2021
Q4 | $486K | Buy |
3,068
+561
| +22% | +$88.9K | 0.11% | 85 |
|
|
2021
Q3 | $410K | Sell |
2,507
-69
| -3% | -$11.3K | 0.12% | 85 |
|
|
2021
Q2 | $401K | Sell |
2,576
-51
| -2% | -$7.94K | 0.11% | 90 |
|
|
2021
Q1 | $400K | Buy |
2,627
+52
| +2% | +$7.92K | 0.13% | 82 |
|
|
2020
Q4 | $327K | Sell |
2,575
-875
| -25% | -$111K | 0.11% | 87 |
|
|
2020
Q3 | $332K | Sell |
3,450
-619
| -15% | -$59.6K | 0.12% | 84 |
|
|
2020
Q2 | $383K | Sell |
4,069
-24
| -0.6% | -$2.26K | 0.15% | 80 |
|
|
2020
Q1 | $368K | Buy |
4,093
+282
| +7% | +$25.4K | 0.17% | 78 |
|
|
2019
Q4 | $531K | Sell |
3,811
-592
| -13% | -$82.5K | 0.2% | 63 |
|
|
2019
Q3 | $518K | Buy |
4,403
+2,561
| +139% | +$301K | 0.2% | 59 |
|
|
2019
Q2 | $206K | Buy |
+1,842
| New | +$206K | 0.08% | 124 |
|
|
2019
Q1 | – | Sell |
-3,652
| Closed | -$269K | – | 152 |
|
|
2018
Q4 | $269K | Buy |
+3,652
| New | +$269K | 0.15% | 96 |
|
|
2018
Q3 | – | Sell |
-826
| Closed | -$86K | – | 348 |
|
|
2018
Q2 | $86K | Buy |
+826
| New | +$86K | 0.04% | 211 |
|