BMM
Buffington Mohr McNeal’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.4M | Sell |
54,788
-12,380
| -18% | -$3.04M | 2.65% | 13 |
|
|
2024
Q4 | $16.1M | Sell |
67,168
-740
| -1% | -$177K | 2.67% | 8 |
|
|
2024
Q3 | $14.3M | Buy |
67,908
+943
| +1% | +$199K | 2.36% | 13 |
|
|
2024
Q2 | $13.5M | Buy |
66,965
+1,913
| +3% | +$387K | 2.38% | 11 |
|
|
2024
Q1 | $13M | Buy |
65,052
+327
| +0.5% | +$65.5K | 2.36% | 13 |
|
|
2023
Q4 | $11M | Sell |
64,725
-858
| -1% | -$146K | 2.21% | 15 |
|
|
2023
Q3 | $9.51M | Buy |
65,583
+58
| +0.1% | +$8.41K | 2.16% | 15 |
|
|
2023
Q2 | $9.53M | Sell |
65,525
-3,550
| -5% | -$516K | 2.06% | 17 |
|
|
2023
Q1 | $9M | Buy |
69,075
+1,583
| +2% | +$206K | 2.06% | 16 |
|
|
2022
Q4 | $9.05M | Sell |
67,492
-471
| -0.7% | -$63.2K | 2.11% | 16 |
|
|
2022
Q3 | $7.1M | Sell |
67,963
-20
| -0% | -$2.09K | 1.71% | 17 |
|
|
2022
Q2 | $7.66M | Sell |
67,983
-1,473
| -2% | -$166K | 1.68% | 17 |
|
|
2022
Q1 | $9.47M | Buy |
69,456
+1,301
| +2% | +$177K | 1.79% | 17 |
|
|
2021
Q4 | $10.8M | Buy |
68,155
+1,192
| +2% | +$189K | 1.85% | 16 |
|
|
2021
Q3 | $11M | Buy |
66,963
+380
| +0.6% | +$62.2K | 2.1% | 11 |
|
|
2021
Q2 | $10.4M | Buy |
66,583
+823
| +1% | +$128K | 2.03% | 14 |
|
|
2021
Q1 | $10M | Buy |
65,760
+8,560
| +15% | +$1.3M | 2.15% | 14 |
|
|
2020
Q4 | $7.27M | Sell |
57,200
-2,078
| -4% | -$264K | 1.69% | 23 |
|
|
2020
Q3 | $5.71M | Sell |
59,278
-3,438
| -5% | -$331K | 1.5% | 25 |
|
|
2020
Q2 | $5.9M | Buy |
62,716
+539
| +0.9% | +$50.7K | 1.66% | 21 |
|
|
2020
Q1 | $5.6M | Buy |
62,177
+5,739
| +10% | +$517K | 1.86% | 16 |
|
|
2019
Q4 | $7.87M | Sell |
56,438
-405
| -0.7% | -$56.5K | 2.22% | 11 |
|
|
2019
Q3 | $6.69M | Buy |
56,843
+613
| +1% | +$72.1K | 2.05% | 15 |
|
|
2019
Q2 | $6.29M | Sell |
56,230
-515
| -0.9% | -$57.6K | 1.97% | 16 |
|
|
2019
Q1 | $5.74M | Buy |
56,745
+797
| +1% | +$80.7K | 1.85% | 16 |
|
|
2018
Q4 | $5.46M | Buy |
55,948
+5,084
| +10% | +$496K | 2.2% | 14 |
|
|
2018
Q3 | $5.74M | Sell |
50,864
-1,222
| -2% | -$138K | 1.98% | 15 |
|
|
2018
Q2 | $5.43M | Sell |
52,086
-41
| -0.1% | -$4.27K | 2.04% | 13 |
|
|
2018
Q1 | $5.73M | Buy |
52,127
+30,300
| +139% | +$3.33M | 2.19% | 13 |
|
|
2017
Q4 | $2.33M | Hold |
21,827
| – | – | 0.89% | 36 |
|
|
2017
Q3 | $2.22M | Sell |
21,827
-220
| -1% | -$22.4K | 0.86% | 35 |
|
|
2017
Q2 | $2.02M | Buy |
22,047
+6,869
| +45% | +$628K | 0.8% | 37 |
|
|
2017
Q1 | $1.33M | Buy |
15,178
+2,800
| +23% | +$246K | 0.59% | 47 |
|
|
2016
Q4 | $1.07M | Buy |
12,378
+545
| +5% | +$47K | 0.41% | 55 |
|
|
2016
Q3 | $787K | Sell |
11,833
-200
| -2% | -$13.3K | 0.33% | 59 |
|
|
2016
Q2 | $748K | Buy |
12,033
+100
| +0.8% | +$6.22K | 0.33% | 62 |
|
|
2016
Q1 | $706K | Buy |
11,933
+3,524
| +42% | +$208K | 0.31% | 63 |
|
|
2015
Q4 | $555K | Buy |
+8,409
| New | +$555K | 0.3% | 56 |
|