BRCM
Bright Rock Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Hold |
22,000
| – | – | 1.29% | 33 |
|
|
2025
Q1 | $5.4M | Sell |
22,000
-15,000
| -41% | -$3.68M | 1.14% | 34 |
|
|
2024
Q4 | $8.87M | Sell |
37,000
-28,000
| -43% | -$6.71M | 1.89% | 22 |
|
|
2024
Q3 | $13.7M | Sell |
65,000
-20,000
| -24% | -$4.22M | 2.76% | 8 |
|
|
2024
Q2 | $17.2M | Hold |
85,000
| – | – | 3.62% | 4 |
|
|
2024
Q1 | $17M | Hold |
85,000
| – | – | 3.53% | 4 |
|
|
2023
Q4 | $14.5M | Hold |
85,000
| – | – | 3.27% | 4 |
|
|
2023
Q3 | $12.3M | Hold |
85,000
| – | – | 3.01% | 8 |
|
|
2023
Q2 | $12.4M | Hold |
85,000
| – | – | 2.88% | 9 |
|
|
2023
Q1 | $11.1M | Sell |
85,000
-25,000
| -23% | -$3.26M | 2.77% | 10 |
|
|
2022
Q4 | $14.8M | Hold |
110,000
| – | – | 3.82% | 3 |
|
|
2022
Q3 | $11.5M | Buy |
110,000
+50,000
| +83% | +$5.23M | 3.22% | 4 |
|
|
2022
Q2 | $6.76M | Hold |
60,000
| – | – | 1.82% | 20 |
|
|
2022
Q1 | $8.18M | Hold |
60,000
| – | – | 1.93% | 22 |
|
|
2021
Q4 | $9.5M | Hold |
60,000
| – | – | 2.16% | 14 |
|
|
2021
Q3 | $9.82M | Hold |
60,000
| – | – | 2.46% | 11 |
|
|
2021
Q2 | $9.33M | Hold |
60,000
| – | – | 2.25% | 13 |
|
|
2021
Q1 | $9.13M | Hold |
60,000
| – | – | 2.34% | 13 |
|
|
2020
Q4 | $7.62M | Hold |
60,000
| – | – | 2.08% | 16 |
|
|
2020
Q3 | $5.78M | Buy |
60,000
+8,000
| +15% | +$770K | 1.71% | 25 |
|
|
2020
Q2 | $4.89M | Buy |
52,000
+5,000
| +11% | +$470K | 1.53% | 29 |
|
|
2020
Q1 | $4.23M | Hold |
47,000
| – | – | 1.54% | 30 |
|
|
2019
Q4 | $6.55M | Buy |
47,000
+5,000
| +12% | +$697K | 1.92% | 22 |
|
|
2019
Q3 | $4.71M | Buy |
+42,000
| New | +$4.71M | 1.47% | 35 |
|