Brighton Jones LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
51,570
+650
| +1% | +$188K | 0.4% | 37 |
|
|
2025
Q1 | $12.5M | Buy |
50,920
+2,188
| +4% | +$537K | 0.4% | 41 |
|
|
2024
Q4 | $11.7M | Buy |
48,732
+4,841
| +11% | +$1.16M | 0.34% | 45 |
|
|
2024
Q3 | $9.25M | Sell |
43,891
-2,777
| -6% | -$586K | 0.35% | 40 |
|
|
2024
Q2 | $9.44M | Buy |
46,668
+4,897
| +12% | +$990K | 0.31% | 48 |
|
|
2024
Q1 | $8.37M | Buy |
41,771
+1,122
| +3% | +$225K | 0.3% | 49 |
|
|
2023
Q4 | $6.91M | Buy |
40,649
+5,430
| +15% | +$924K | 0.29% | 52 |
|
|
2023
Q3 | $5.11M | Buy |
35,219
+1,724
| +5% | +$250K | 0.26% | 58 |
|
|
2023
Q2 | $4.87M | Buy |
33,495
+1,689
| +5% | +$246K | 0.25% | 61 |
|
|
2023
Q1 | $4.14M | Buy |
31,806
+664
| +2% | +$86.5K | 0.24% | 63 |
|
|
2022
Q4 | $4.18M | Sell |
31,142
-2,715
| -8% | -$364K | 0.25% | 52 |
|
|
2022
Q3 | $3.54M | Buy |
33,857
+163
| +0.5% | +$17K | 0.21% | 58 |
|
|
2022
Q2 | $3.79M | Sell |
33,694
-253
| -0.7% | -$28.5K | 0.22% | 54 |
|
|
2022
Q1 | $4.63M | Buy |
33,947
+1,004
| +3% | +$137K | 0.22% | 54 |
|
|
2021
Q4 | $5.22M | Buy |
32,943
+2,165
| +7% | +$343K | 0.25% | 45 |
|
|
2021
Q3 | $5.04M | Buy |
30,778
+625
| +2% | +$102K | 0.26% | 42 |
|
|
2021
Q2 | $4.69M | Buy |
30,153
+34
| +0.1% | +$5.29K | 0.24% | 45 |
|
|
2021
Q1 | $4.59M | Buy |
30,119
+3,379
| +13% | +$514K | 0.27% | 41 |
|
|
2020
Q4 | $3.4M | Sell |
26,740
-63
| -0.2% | -$8.01K | 0.21% | 49 |
|
|
2020
Q3 | $2.58M | Buy |
26,803
+1,387
| +5% | +$134K | 0.18% | 50 |
|
|
2020
Q2 | $2.39M | Sell |
25,416
-1,133
| -4% | -$107K | 0.19% | 48 |
|
|
2020
Q1 | $2.39M | Buy |
26,549
+1,641
| +7% | +$148K | 0.25% | 38 |
|
|
2019
Q4 | $3.47M | Buy |
24,908
+1,079
| +5% | +$150K | 0.37% | 34 |
|
|
2019
Q3 | $2.8M | Sell |
23,829
-898
| -4% | -$106K | 0.33% | 36 |
|
|
2019
Q2 | $2.77M | Sell |
24,727
-8,734
| -26% | -$977K | 0.32% | 39 |
|
|
2019
Q1 | $3.39M | Buy |
33,461
+7,971
| +31% | +$807K | 0.41% | 34 |
|
|
2018
Q4 | $2.49M | Buy |
25,490
+148
| +0.6% | +$14.4K | 0.36% | 34 |
|
|
2018
Q3 | $2.86M | Sell |
25,342
-881
| -3% | -$99.4K | 0.35% | 30 |
|
|
2018
Q2 | $2.73M | Buy |
26,223
+2,362
| +10% | +$246K | 0.35% | 31 |
|
|
2018
Q1 | $2.62M | Sell |
23,861
-977
| -4% | -$107K | 0.36% | 32 |
|
|
2017
Q4 | $2.66M | Buy |
24,838
+1,132
| +5% | +$121K | 0.32% | 36 |
|
|
2017
Q3 | $2.26M | Sell |
23,706
-4,956
| -17% | -$473K | 0.29% | 37 |
|
|
2017
Q2 | $2.62M | Buy |
+28,662
| New | +$2.62M | 0.37% | 30 |
|
|
2017
Q1 | – | Sell |
-8,570
| Closed | -$740K | – | 109 |
|
|
2016
Q4 | $740K | Sell |
8,570
-22,765
| -73% | -$1.96M | 0.28% | 27 |
|
|
2016
Q3 | $2.09M | Buy |
31,335
+2,724
| +10% | +$181K | 0.34% | 38 |
|
|
2016
Q2 | $1.78M | Sell |
28,611
-480,154
| -94% | -$29.8M | 0.31% | 40 |
|
|
2016
Q1 | $30.1M | Buy |
508,765
+480,393
| +1,693% | +$28.4M | 5.54% | 6 |
|
|
2015
Q4 | $1.87M | Sell |
28,372
-1,126
| -4% | -$74.3K | 0.37% | 31 |
|
|
2015
Q3 | $1.8M | Buy |
29,498
+1,024
| +4% | +$62.5K | 0.38% | 33 |
|
|
2015
Q2 | $1.93M | Buy |
28,474
+518
| +2% | +$35.1K | 0.44% | 29 |
|
|
2015
Q1 | $1.69M | Sell |
27,956
-3,110
| -10% | -$188K | 0.38% | 33 |
|
|
2014
Q4 | $1.94M | Buy |
31,066
+1,780
| +6% | +$111K | 0.45% | 27 |
|
|
2014
Q3 | $1.76M | Buy |
29,286
+7,064
| +32% | +$425K | 0.4% | 32 |
|
|
2014
Q2 | $1.28M | Sell |
22,222
-427
| -2% | -$24.6K | 0.29% | 41 |
|
|
2014
Q1 | $1.38M | Buy |
22,649
+570
| +3% | +$34.6K | 0.32% | 37 |
|
|
2013
Q4 | $1.29M | Buy |
22,079
+4,663
| +27% | +$273K | 0.3% | 41 |
|
|
2013
Q3 | $900K | Buy |
17,416
+6,586
| +61% | +$340K | 0.24% | 49 |
|
|
2013
Q2 | $572K | Buy |
+10,830
| New | +$572K | 0.17% | 52 |
|