Bryn Mawr Capital Management’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 | $38.8M | Buy |
134,002
+3,123
| +2% | +$905K | 2.13% | 7 |
|
|
2025
Q1 | $32.1M | Sell |
130,879
-11,081
| -8% | -$2.72M | 1.93% | 8 |
|
|
2024
Q4 | $34M | Sell |
141,960
-5,231
| -4% | -$1.25M | 1.83% | 8 |
|
|
2024
Q3 | $31M | Sell |
147,191
-1,569
| -1% | -$331K | 1.68% | 10 |
|
|
2024
Q2 | $30.1M | Sell |
148,760
-409
| -0.3% | -$82.7K | 1.66% | 10 |
|
|
2024
Q1 | $29.9M | Buy |
149,169
+925
| +0.6% | +$185K | 1.7% | 9 |
|
|
2023
Q4 | $25.2M | Sell |
148,244
-13,718
| -8% | -$2.33M | 1.57% | 10 |
|
|
2023
Q3 | $23.5M | Buy |
161,962
+52,129
| +47% | +$7.56M | 1.54% | 12 |
|
|
2023
Q2 | $16M | Sell |
109,833
-15,461
| -12% | -$2.25M | 1.5% | 11 |
|
|
2023
Q1 | $16.3M | Sell |
125,294
-1,779
| -1% | -$232K | 1.7% | 10 |
|
|
2022
Q4 | $17M | Buy |
127,073
+122,730
| +2,826% | +$16.5M | 1.84% | 8 |
|
|
2022
Q3 | $454K | Sell |
4,343
-48
| -1% | -$5.02K | 0.16% | 93 |
|
|
2022
Q2 | $494K | Buy |
4,391
+170
| +4% | +$19.1K | 0.16% | 97 |
|
|
2022
Q1 | $575K | Buy |
4,221
+1,749
| +71% | +$238K | 0.16% | 96 |
|
|
2021
Q4 | $391K | Buy |
2,472
+30
| +1% | +$4.75K | 0.15% | 71 |
|
|
2021
Q3 | $400K | Buy |
2,442
+1
| +0% | +$164 | 0.18% | 66 |
|
|
2021
Q2 | $380K | Buy |
2,441
+150
| +7% | +$23.4K | 0.17% | 65 |
|
|
2021
Q1 | $349K | Buy |
2,291
+276
| +14% | +$42K | 0.17% | 65 |
|
|
2020
Q4 | $256K | Buy |
+2,015
| New | +$256K | 0.13% | 81 |
|
|
2020
Q1 | – | Sell |
-1,578
| Closed | -$220K | – | 85 |
|
|
2019
Q4 | $220K | Buy |
+1,578
| New | +$220K | 0.16% | 80 |
|
|
2017
Q2 | – | Sell |
-2,414
| Closed | -$212K | – | 80 |
|
|
2017
Q1 | $212K | Buy |
2,414
+47
| +2% | +$4.13K | 0.22% | 72 |
|
|
2016
Q4 | $204K | Buy |
+2,367
| New | +$204K | 0.21% | 73 |
|