BMA
Brooks Moore & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9M | Buy |
30,034
+132
| +0.4% | +$39.1K | 4.8% | 2 |
|
|
2025
Q1 | $7.34M | Sell |
29,902
-101
| -0.3% | -$24.8K | 4.14% | 2 |
|
|
2024
Q4 | $7.19M | Sell |
30,003
-1,342
| -4% | -$322K | 4.25% | 2 |
|
|
2024
Q3 | $6.61M | Sell |
31,345
-55
| -0.2% | -$11.6K | 3.9% | 3 |
|
|
2024
Q2 | $6.35M | Sell |
31,400
-265
| -0.8% | -$53.6K | 4.08% | 2 |
|
|
2024
Q1 | $6.34M | Sell |
31,665
-125
| -0.4% | -$25K | 4.07% | 2 |
|
|
2023
Q4 | $5.41M | Sell |
31,790
-497
| -2% | -$84.5K | 3.72% | 4 |
|
|
2023
Q3 | $4.68M | Sell |
32,287
-464
| -1% | -$67.3K | 3.54% | 6 |
|
|
2023
Q2 | $4.76M | Sell |
32,751
-225
| -0.7% | -$32.7K | 3.35% | 6 |
|
|
2023
Q1 | $4.3M | Buy |
32,976
+599
| +2% | +$78.1K | 3.09% | 7 |
|
|
2022
Q4 | $4.34M | Buy |
32,377
+1,198
| +4% | +$161K | 3.17% | 8 |
|
|
2022
Q3 | $3.26M | Buy |
31,179
+211
| +0.7% | +$22K | 2.64% | 10 |
|
|
2022
Q2 | $3.49M | Buy |
30,968
+2,794
| +10% | +$315K | 2.51% | 13 |
|
|
2022
Q1 | $3.84M | Buy |
28,174
+8,986
| +47% | +$1.23M | 2.36% | 13 |
|
|
2021
Q4 | $3.04M | Sell |
19,188
-100
| -0.5% | -$15.8K | 1.78% | 22 |
|
|
2021
Q3 | $3.16M | Sell |
19,288
-300
| -2% | -$49.1K | 2.07% | 19 |
|
|
2021
Q2 | $3.05M | Buy |
19,588
+462
| +2% | +$71.9K | 1.94% | 21 |
|
|
2021
Q1 | $2.91M | Sell |
19,126
-101
| -0.5% | -$15.4K | 1.97% | 19 |
|
|
2020
Q4 | $2.44M | Sell |
19,227
-399
| -2% | -$50.7K | 1.89% | 19 |
|
|
2020
Q3 | $1.89M | Sell |
19,626
-275
| -1% | -$26.5K | 1.63% | 24 |
|
|
2020
Q2 | $1.87M | Buy |
19,901
+413
| +2% | +$38.8K | 1.75% | 21 |
|
|
2020
Q1 | $1.76M | Sell |
19,488
-452
| -2% | -$40.7K | 1.86% | 18 |
|
|
2019
Q4 | $2.78M | Sell |
19,940
-275
| -1% | -$38.3K | 2.21% | 13 |
|
|
2019
Q3 | $2.38M | Buy |
20,215
+748
| +4% | +$88K | 2.01% | 16 |
|
|
2019
Q2 | $2.18M | Buy |
19,467
+1,018
| +6% | +$114K | 1.87% | 16 |
|
|
2019
Q1 | $1.87M | Sell |
18,449
-762
| -4% | -$77.2K | 1.7% | 21 |
|
|
2018
Q4 | $1.88M | Buy |
+19,211
| New | +$1.88M | 1.89% | 15 |
|