BSW Wealth Partners’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 | $3.47M | Sell |
11,978
-26
| -0.2% | -$7.54K | 0.48% | 37 |
|
|
2025
Q1 | $2.94M | Buy |
12,004
+614
| +5% | +$151K | 0.45% | 37 |
|
|
2024
Q4 | $2.73M | Sell |
11,390
-497
| -4% | -$119K | 0.4% | 40 |
|
|
2024
Q3 | $2.51M | Buy |
11,887
+1,095
| +10% | +$231K | 0.38% | 38 |
|
|
2024
Q2 | $2.18M | Sell |
10,792
-241
| -2% | -$48.7K | 0.36% | 41 |
|
|
2024
Q1 | $2.21M | Sell |
11,033
-152
| -1% | -$30.4K | 0.37% | 43 |
|
|
2023
Q4 | $1.9M | Sell |
11,185
-616
| -5% | -$105K | 0.38% | 36 |
|
|
2023
Q3 | $1.71M | Sell |
11,801
-134
| -1% | -$19.4K | 0.38% | 37 |
|
|
2023
Q2 | $1.74M | Buy |
11,935
+47
| +0.4% | +$6.84K | 0.36% | 39 |
|
|
2023
Q1 | $1.55M | Sell |
11,888
-188
| -2% | -$24.5K | 0.32% | 46 |
|
|
2022
Q4 | $1.62M | Sell |
12,076
-502
| -4% | -$67.3K | 0.35% | 45 |
|
|
2022
Q3 | $1.31M | Buy |
12,578
+137
| +1% | +$14.3K | 0.32% | 37 |
|
|
2022
Q2 | $1.4M | Buy |
12,441
+48
| +0.4% | +$5.41K | 0.34% | 37 |
|
|
2022
Q1 | $1.69M | Buy |
12,393
+441
| +4% | +$60.1K | 0.43% | 31 |
|
|
2021
Q4 | $1.89M | Buy |
11,952
+1,343
| +13% | +$213K | 0.48% | 30 |
|
|
2021
Q3 | $1.74M | Sell |
10,609
-1,177
| -10% | -$193K | 0.49% | 29 |
|
|
2021
Q2 | $1.83M | Buy |
11,786
+407
| +4% | +$63.3K | 0.5% | 28 |
|
|
2021
Q1 | $1.73M | Sell |
11,379
-1,484
| -12% | -$226K | 0.5% | 27 |
|
|
2020
Q4 | $1.64M | Buy |
12,863
+1,019
| +9% | +$130K | 0.5% | 27 |
|
|
2020
Q3 | $1.14M | Buy |
11,844
+171
| +1% | +$16.5K | 0.43% | 32 |
|
|
2020
Q2 | $1.1M | Buy |
11,673
+317
| +3% | +$29.8K | 0.37% | 35 |
|
|
2020
Q1 | $1.02M | Buy |
11,356
+55
| +0.5% | +$4.95K | 0.42% | 31 |
|
|
2019
Q4 | $1.58M | Buy |
11,301
+1,699
| +18% | +$237K | 0.54% | 26 |
|
|
2019
Q3 | $1.13M | Buy |
9,602
+151
| +2% | +$17.8K | 0.43% | 28 |
|
|
2019
Q2 | $1.06M | Buy |
9,451
+1,366
| +17% | +$153K | 0.4% | 30 |
|
|
2019
Q1 | $818K | Buy |
8,085
+245
| +3% | +$24.8K | 0.32% | 37 |
|
|
2018
Q4 | $765K | Buy |
7,840
+1
| +0% | +$98 | 0.29% | 43 |
|
|
2018
Q3 | $885K | Buy |
7,839
+2
| +0% | +$226 | 0.34% | 34 |
|
|
2018
Q2 | $817K | Hold |
7,837
| – | – | 0.35% | 34 |
|
|
2018
Q1 | $862K | Sell |
7,837
-1,344
| -15% | -$148K | 0.39% | 29 |
|
|
2017
Q4 | $982K | Buy |
9,181
+299
| +3% | +$32K | 0.41% | 28 |
|
|
2017
Q3 | $848K | Buy |
8,882
+25
| +0.3% | +$2.39K | 0.37% | 29 |
|
|
2017
Q2 | $810K | Buy |
8,857
+3,968
| +81% | +$363K | 0.37% | 29 |
|
|
2017
Q1 | $429K | Buy |
4,889
+26
| +0.5% | +$2.28K | 0.21% | 41 |
|
|
2016
Q4 | $420K | Buy |
4,863
+4,541
| +1,410% | +$392K | 0.22% | 43 |
|
|
2016
Q3 | $4.83K | Sell |
322
-4,810
| -94% | -$72.2K | 0.17% | 51 |
|
|
2016
Q2 | $319K | Sell |
5,132
-22
| -0.4% | -$1.37K | 0.18% | 49 |
|
|
2016
Q1 | $305K | Sell |
5,154
-279
| -5% | -$16.5K | 0.17% | 48 |
|
|
2015
Q4 | $359K | Buy |
+5,433
| New | +$359K | 0.18% | 42 |
|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$313K | – | 53 |
|
|
2014
Q4 | $313K | Sell |
5,000
-156
| -3% | -$9.77K | 0.25% | 47 |
|
|
2014
Q3 | $311K | Buy |
+5,156
| New | +$311K | 0.24% | 44 |
|
|
2014
Q1 | – | Sell |
-5,235
| Closed | -$306K | – | 52 |
|
|
2013
Q4 | $306K | Sell |
5,235
-45
| -0.9% | -$2.63K | 0.24% | 36 |
|
|
2013
Q3 | $273K | Hold |
5,280
| – | – | 0.24% | 38 |
|
|
2013
Q2 | $279K | Buy |
+5,280
| New | +$279K | 0.25% | 36 |
|