BA
Bristlecone Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
35,152
-3,446
| -9% | -$999K | 0.86% | 28 |
|
|
2025
Q1 | $9.47M | Sell |
38,598
-92
| -0.2% | -$22.6K | 0.77% | 30 |
|
|
2024
Q4 | $9.27M | Sell |
38,690
-173
| -0.4% | -$41.5K | 0.72% | 33 |
|
|
2024
Q3 | $8.19M | Sell |
38,863
-428
| -1% | -$90.2K | 0.66% | 34 |
|
|
2024
Q2 | $7.95M | Sell |
39,291
-943
| -2% | -$191K | 0.68% | 33 |
|
|
2024
Q1 | $8.06M | Sell |
40,234
-309
| -0.8% | -$61.9K | 0.71% | 32 |
|
|
2023
Q4 | $6.9M | Sell |
40,543
-447
| -1% | -$76K | 0.7% | 31 |
|
|
2023
Q3 | $5.94M | Buy |
40,990
+952
| +2% | +$138K | 0.67% | 36 |
|
|
2023
Q2 | $5.82M | Sell |
40,038
-566
| -1% | -$82.3K | 0.59% | 38 |
|
|
2023
Q1 | $5.29M | Sell |
40,604
-686
| -2% | -$89.4K | 0.58% | 41 |
|
|
2022
Q4 | $5.54M | Sell |
41,290
-177
| -0.4% | -$23.7K | 0.68% | 35 |
|
|
2022
Q3 | $4.33M | Buy |
41,467
+429
| +1% | +$44.8K | 0.57% | 38 |
|
|
2022
Q2 | $4.62M | Buy |
41,038
+2,556
| +7% | +$288K | 0.57% | 39 |
|
|
2022
Q1 | $5.25M | Sell |
38,482
-1,346
| -3% | -$183K | 0.64% | 37 |
|
|
2021
Q4 | $6.31M | Sell |
39,828
-2,684
| -6% | -$425K | 0.76% | 28 |
|
|
2021
Q3 | $6.96M | Sell |
42,512
-1,119
| -3% | -$183K | 0.91% | 24 |
|
|
2021
Q2 | $6.79M | Buy |
43,631
+932
| +2% | +$145K | 0.92% | 25 |
|
|
2021
Q1 | $6.5M | Buy |
42,699
+170
| +0.4% | +$25.9K | 0.98% | 23 |
|
|
2020
Q4 | $5.4M | Buy |
42,529
+536
| +1% | +$68.1K | 0.86% | 25 |
|
|
2020
Q3 | $4.04M | Buy |
41,993
+1,104
| +3% | +$106K | 0.74% | 33 |
|
|
2020
Q2 | $3.85M | Buy |
40,889
+1,138
| +3% | +$107K | 0.78% | 30 |
|
|
2020
Q1 | $3.58M | Sell |
39,751
-9,718
| -20% | -$875K | 0.85% | 29 |
|
|
2019
Q4 | $6.9M | Buy |
49,469
+9,819
| +25% | +$1.37M | 1.38% | 15 |
|
|
2019
Q3 | $4.67M | Sell |
39,650
-9,950
| -20% | -$1.17M | 1.14% | 19 |
|
|
2019
Q2 | $5.55M | Buy |
49,600
+8,780
| +22% | +$982K | 1.32% | 18 |
|
|
2019
Q1 | $4.13M | Buy |
40,820
+4,237
| +12% | +$429K | 1.16% | 21 |
|
|
2018
Q4 | $3.57M | Sell |
36,583
-1,083
| -3% | -$106K | 1.07% | 23 |
|
|
2018
Q3 | $4.25M | Buy |
37,666
+15,069
| +67% | +$1.7M | 1.07% | 23 |
|
|
2018
Q2 | $2.36M | Sell |
22,597
-2,500
| -10% | -$261K | 0.78% | 26 |
|
|
2018
Q1 | $2.76M | Sell |
25,097
-5,912
| -19% | -$650K | 0.93% | 24 |
|
|
2017
Q4 | $3.32M | Buy |
31,009
+145
| +0.5% | +$15.5K | 1.05% | 22 |
|
|
2017
Q3 | $2.95M | Buy |
30,864
+1,180
| +4% | +$113K | 0.96% | 25 |
|
|
2017
Q2 | $2.71M | Buy |
29,684
+530
| +2% | +$48.4K | 0.92% | 30 |
|
|
2017
Q1 | $2.56M | Buy |
29,154
+82
| +0.3% | +$7.2K | 0.89% | 31 |
|
|
2016
Q4 | $2.51M | Buy |
29,072
+19,587
| +207% | +$1.69M | 0.89% | 28 |
|
|
2016
Q3 | $632K | Sell |
9,485
-15
| -0.2% | -$999 | 0.23% | 100 |
|
|
2016
Q2 | $590K | Sell |
9,500
-1,108
| -10% | -$68.8K | 0.22% | 94 |
|
|
2016
Q1 | $628K | Sell |
10,608
-485
| -4% | -$28.7K | 0.25% | 93 |
|
|
2015
Q4 | $732K | Buy |
+11,093
| New | +$732K | 0.31% | 86 |
|