BSW
Buckingham Strategic Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13.5M | Sell |
66,707
-526
| -0.8% | -$106K | 0.14% | 79 |
|
|
2024
Q1 | $13.5M | Buy |
67,233
+3,278
| +5% | +$657K | 0.14% | 78 |
|
|
2023
Q4 | $10.9M | Buy |
63,955
+666
| +1% | +$113K | 0.13% | 92 |
|
|
2023
Q3 | $9.18M | Buy |
63,289
+227
| +0.4% | +$32.9K | 0.13% | 89 |
|
|
2023
Q2 | $9.17M | Buy |
63,062
+1,847
| +3% | +$269K | 0.13% | 88 |
|
|
2023
Q1 | $8.21M | Hold |
61,215
| – | – | 0.15% | 84 |
|
|
2022
Q4 | $8.21M | Sell |
61,215
-965
| -2% | -$129K | 0.15% | 84 |
|
|
2022
Q3 | $6.5M | Buy |
62,180
+154
| +0.2% | +$16.1K | 0.13% | 88 |
|
|
2022
Q2 | $6.99M | Buy |
62,026
+4,826
| +8% | +$543K | 0.14% | 86 |
|
|
2022
Q1 | $7.8M | Buy |
57,200
+1,067
| +2% | +$145K | 0.15% | 77 |
|
|
2021
Q4 | $8.89M | Sell |
56,133
-553
| -1% | -$87.6K | 0.17% | 70 |
|
|
2021
Q3 | $9.28M | Sell |
56,686
-6,478
| -10% | -$1.06M | 0.19% | 60 |
|
|
2021
Q2 | $9.83M | Buy |
63,164
+855
| +1% | +$133K | 0.24% | 54 |
|
|
2021
Q1 | $9.49M | Buy |
62,309
+312
| +0.5% | +$47.5K | 0.47% | 43 |
|
|
2020
Q4 | $7.88M | Sell |
61,997
-10,405
| -14% | -$1.32M | 0.41% | 54 |
|
|
2020
Q3 | $6.97M | Buy |
72,402
+29,357
| +68% | +$2.83M | 0.53% | 41 |
|
|
2020
Q2 | $4.05M | Sell |
43,045
-12,131
| -22% | -$1.14M | 0.39% | 56 |
|
|
2020
Q1 | $4.97M | Buy |
55,176
+9,114
| +20% | +$820K | 0.48% | 47 |
|
|
2019
Q4 | $6.42M | Buy |
46,062
+683
| +2% | +$95.2K | 0.62% | 37 |
|
|
2019
Q3 | $5.34M | Buy |
45,379
+1,022
| +2% | +$120K | 0.58% | 40 |
|
|
2019
Q2 | $4.96M | Buy |
44,357
+1,812
| +4% | +$203K | 0.54% | 43 |
|
|
2019
Q1 | $4.31M | Buy |
42,545
+208
| +0.5% | +$21.1K | 0.54% | 45 |
|
|
2018
Q4 | $4.13M | Buy |
42,337
+4,339
| +11% | +$424K | 0.63% | 35 |
|
|
2018
Q3 | $4.29M | Sell |
37,998
-409
| -1% | -$46.2K | 0.66% | 33 |
|
|
2018
Q2 | $4M | Buy |
38,407
+6,292
| +20% | +$656K | 0.65% | 35 |
|
|
2018
Q1 | $3.53M | Buy |
32,115
+438
| +1% | +$48.2K | 0.69% | 31 |
|
|
2017
Q4 | $3.39M | Sell |
31,677
-178
| -0.6% | -$19K | 0.71% | 28 |
|
|
2017
Q3 | $3.04M | Sell |
31,855
-1,815
| -5% | -$173K | 0.72% | 29 |
|
|
2017
Q2 | $3.08M | Buy |
33,670
+10,434
| +45% | +$954K | 0.72% | 27 |
|
|
2017
Q1 | $2.04M | Buy |
23,236
+674
| +3% | +$59.2K | 0.59% | 34 |
|
|
2016
Q4 | $1.95M | Buy |
22,562
+1,353
| +6% | +$117K | 0.63% | 33 |
|
|
2016
Q3 | $1.41M | Buy |
21,209
+1,113
| +6% | +$74.1K | 0.48% | 45 |
|
|
2016
Q2 | $1.25M | Buy |
20,096
+830
| +4% | +$51.6K | 0.42% | 47 |
|
|
2016
Q1 | $1.14M | Buy |
19,266
+9,682
| +101% | +$573K | 0.38% | 55 |
|
|
2015
Q4 | $633K | Sell |
9,584
-1,395
| -13% | -$92.1K | 0.21% | 85 |
|
|
2015
Q3 | $669K | Buy |
10,979
+247
| +2% | +$15.1K | 0.24% | 77 |
|
|
2015
Q2 | $727K | Buy |
10,732
+4,940
| +85% | +$335K | 0.24% | 80 |
|
|
2015
Q1 | $351K | Sell |
5,792
-642
| -10% | -$38.9K | 0.13% | 127 |
|
|
2014
Q4 | $403K | Sell |
6,434
-479
| -7% | -$30K | 0.16% | 110 |
|
|
2014
Q3 | $416K | Sell |
6,913
-896
| -11% | -$53.9K | 0.17% | 98 |
|
|
2014
Q2 | $450K | Buy |
7,809
+1,108
| +17% | +$63.8K | 0.2% | 83 |
|
|
2014
Q1 | $407K | Buy |
6,701
+84
| +1% | +$5.1K | 0.19% | 83 |
|
|
2013
Q4 | $387K | Sell |
6,617
-7,004
| -51% | -$410K | 0.18% | 85 |
|
|
2013
Q3 | $704K | Buy |
13,621
+1,552
| +13% | +$80.2K | 0.37% | 52 |
|
|
2013
Q2 | $637K | Buy |
+12,069
| New | +$637K | 0.36% | 51 |
|