BWS
Buck Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
52,216
+11,674
| +29% | +$3.38M | 2.31% | 10 |
|
|
2025
Q1 | $9.94M | Sell |
40,542
-744
| -2% | -$183K | 1.81% | 20 |
|
|
2024
Q4 | $9.9M | Buy |
41,286
+667
| +2% | +$160K | 2.06% | 19 |
|
|
2024
Q3 | $8.56M | Sell |
40,619
-4,970
| -11% | -$1.05M | 2.7% | 7 |
|
|
2024
Q2 | $9.22M | Buy |
45,589
+42,478
| +1,365% | +$8.59M | 2.72% | 11 |
|
|
2024
Q1 | $623K | Sell |
3,111
-43,904
| -93% | -$8.79M | 0.21% | 52 |
|
|
2023
Q4 | $8M | Buy |
47,015
+4,934
| +12% | +$839K | 2.96% | 8 |
|
|
2023
Q3 | $6.1M | Buy |
42,081
+115
| +0.3% | +$16.7K | 2.45% | 8 |
|
|
2023
Q2 | $6.1M | Buy |
41,966
+2,352
| +6% | +$342K | 2.65% | 7 |
|
|
2023
Q1 | $5.16M | Buy |
+39,614
| New | +$5.16M | 2.52% | 15 |
|
|
2022
Q3 | $5.64M | Buy |
+38,897
| New | +$5.64M | 2.64% | 9 |
|