BFWM
Bright Futures Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $682K | Sell |
2,980
-315
| -10% | -$72.1K | 0.75% | 47 |
|
|
2024
Q4 | $878K | Sell |
3,295
-343
| -9% | -$91.4K | 0.78% | 45 |
|
|
2024
Q3 | $816K | Buy |
3,638
+52
| +1% | +$11.7K | 0.39% | 83 |
|
|
2024
Q2 | $714K | Buy |
3,586
+22
| +0.6% | +$4.38K | 0.39% | 76 |
|
|
2024
Q1 | $710K | Buy |
+3,564
| New | +$710K | 0.38% | 78 |
|