BIG
Builder Investment Group’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $593K | Sell |
2,045
-125
| -6% | -$36.2K | 0.15% | 68 |
|
2025
Q1 | $532K | Hold |
2,170
| – | – | 0.15% | 65 |
|
2024
Q4 | $520K | Hold |
2,170
| – | – | 0.14% | 66 |
|
2024
Q3 | $458K | Sell |
2,170
-21
| -1% | -$4.43K | 0.12% | 71 |
|
2024
Q2 | $443K | Buy |
2,191
+1
| +0% | +$202 | 0.12% | 68 |
|
2024
Q1 | $439K | Sell |
2,190
-80
| -4% | -$16K | 0.13% | 68 |
|
2023
Q4 | $386K | Sell |
2,270
-100
| -4% | -$17K | 0.14% | 72 |
|
2023
Q3 | $344K | Sell |
2,370
-50
| -2% | -$7.25K | 0.13% | 71 |
|
2023
Q2 | $352K | Hold |
2,420
| – | – | 0.14% | 70 |
|
2023
Q1 | $315K | Hold |
2,420
| – | – | 0.14% | 74 |
|
2022
Q4 | $325K | Buy |
+2,420
| New | +$325K | 0.15% | 69 |
|