BCM
BTC Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
74,464
+122
| +0.2% | +$35.2K | 1.76% | 15 |
|
|
2025
Q1 | $18.2M | Buy |
74,342
+1,068
| +1% | +$262K | 1.67% | 15 |
|
|
2024
Q4 | $17.6M | Sell |
73,274
-5,273
| -7% | -$1.26M | 1.63% | 15 |
|
|
2024
Q3 | $16.6M | Sell |
78,547
-5,027
| -6% | -$1.06M | 1.47% | 14 |
|
|
2024
Q2 | $16.9M | Sell |
83,574
-18,674
| -18% | -$3.78M | 1.57% | 13 |
|
|
2024
Q1 | $20.5M | Buy |
+102,248
| New | +$20.5M | 1.87% | 9 |
|
|
2023
Q3 | $14.8M | Buy |
101,844
+3,903
| +4% | +$566K | 1.7% | 8 |
|
|
2023
Q2 | $14.3M | Sell |
97,941
-2,798
| -3% | -$410K | 1.55% | 11 |
|
|
2023
Q1 | $13.1M | Buy |
100,739
+1,041
| +1% | +$135K | 1.51% | 10 |
|
|
2022
Q4 | $13.4M | Buy |
99,698
+4,631
| +5% | +$622K | 1.61% | 11 |
|
|
2022
Q3 | $9.93M | Sell |
95,067
-970
| -1% | -$101K | 1.3% | 20 |
|
|
2022
Q2 | $10.8M | Buy |
96,037
+8,283
| +9% | +$931K | 1.32% | 18 |
|
|
2022
Q1 | $12M | Sell |
87,754
-7,690
| -8% | -$1.05M | 1.18% | 22 |
|
|
2021
Q4 | $15.1M | Buy |
95,444
+103
| +0.1% | +$16.3K | 1.49% | 15 |
|
|
2021
Q3 | $15.6M | Sell |
95,341
-2,174
| -2% | -$356K | 1.75% | 11 |
|
|
2021
Q2 | $15.2M | Sell |
97,515
-2,280
| -2% | -$355K | 1.73% | 12 |
|
|
2021
Q1 | $15.2M | Sell |
99,795
-5,446
| -5% | -$829K | 1.7% | 12 |
|
|
2020
Q4 | $13.4M | Buy |
105,241
+4,259
| +4% | +$542K | 1.6% | 12 |
|
|
2020
Q3 | $9.71M | Buy |
100,982
+2,292
| +2% | +$220K | 1.35% | 21 |
|
|
2020
Q2 | $9.28M | Sell |
98,690
-2,942
| -3% | -$277K | 1.42% | 15 |
|
|
2020
Q1 | $9.16M | Sell |
101,632
-3,026
| -3% | -$273K | 1.75% | 9 |
|
|
2019
Q4 | $14.6M | Buy |
104,658
+2,601
| +3% | +$363K | 2.08% | 8 |
|
|
2019
Q3 | $12M | Buy |
102,057
+1,342
| +1% | +$158K | 1.92% | 8 |
|
|
2019
Q2 | $11.3M | Sell |
100,715
-847
| -0.8% | -$94.8K | 1.82% | 8 |
|
|
2019
Q1 | $10.3M | Sell |
101,562
-5,683
| -5% | -$575K | 1.64% | 11 |
|
|
2018
Q4 | $10.5M | Buy |
107,245
+19,126
| +22% | +$1.87M | 1.87% | 8 |
|
|
2018
Q3 | $9.95M | Sell |
88,119
-5,450
| -6% | -$615K | 1.7% | 9 |
|
|
2018
Q2 | $9.75M | Buy |
93,569
+1,604
| +2% | +$167K | 2.31% | 4 |
|
|
2018
Q1 | $10.1M | Buy |
91,965
+4,343
| +5% | +$478K | 1.66% | 12 |
|
|
2017
Q4 | $9.36M | Buy |
87,622
+752
| +0.9% | +$80.4K | 1.61% | 15 |
|
|
2017
Q3 | $8.3M | Sell |
86,870
-2,968
| -3% | -$284K | 1.49% | 16 |
|
|
2017
Q2 | $8.21M | Sell |
89,838
-208
| -0.2% | -$19K | 1.48% | 15 |
|
|
2017
Q1 | $7.91M | Sell |
90,046
-6,513
| -7% | -$572K | 1.48% | 14 |
|
|
2016
Q4 | $8.33M | Sell |
96,559
-1,690
| -2% | -$146K | 1.65% | 11 |
|
|
2016
Q3 | $6.54M | Sell |
98,249
-2,653
| -3% | -$177K | 1.36% | 15 |
|
|
2016
Q2 | $6.26M | Buy |
100,902
+1,317
| +1% | +$81.7K | 1.35% | 14 |
|
|
2016
Q1 | $5.9M | Buy |
99,585
+12,471
| +14% | +$738K | 1.36% | 14 |
|
|
2015
Q4 | $5.75M | Buy |
87,114
+2,351
| +3% | +$155K | 1.35% | 13 |
|
|
2015
Q3 | $5.17M | Buy |
84,763
+4,039
| +5% | +$246K | 1.24% | 15 |
|
|
2015
Q2 | $5.48M | Buy |
80,724
+3,513
| +5% | +$239K | 1.27% | 14 |
|
|
2015
Q1 | $4.68M | Sell |
77,211
-37,373
| -33% | -$2.27M | 1.08% | 19 |
|
|
2014
Q4 | $7.18M | Sell |
114,584
-3,471
| -3% | -$217K | 1.78% | 8 |
|
|
2014
Q3 | $7.11M | Buy |
+118,055
| New | +$7.11M | 1.8% | 8 |
|