BAM
Byrne Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
10,579
-485
| -4% | -$141K | 2.03% | 7 |
|
|
2025
Q1 | $2.71M | Sell |
11,064
-667
| -6% | -$164K | 2% | 9 |
|
|
2024
Q4 | $2.81M | Sell |
11,731
-375
| -3% | -$89.9K | 1.98% | 8 |
|
|
2024
Q3 | $2.55M | Sell |
12,106
-135
| -1% | -$28.5K | 1.74% | 10 |
|
|
2024
Q2 | $2.44M | Sell |
12,241
-441
| -3% | -$87.8K | 1.74% | 9 |
|
|
2024
Q1 | $2.54M | Sell |
12,682
-280
| -2% | -$56.1K | 1.76% | 8 |
|
|
2023
Q4 | $2.2M | Sell |
12,962
-485
| -4% | -$82.2K | 1.67% | 8 |
|
|
2023
Q3 | $1.95M | Buy |
13,447
+45
| +0.3% | +$6.53K | 1.61% | 10 |
|
|
2023
Q2 | $1.95M | Sell |
13,402
-31
| -0.2% | -$4.51K | 1.27% | 11 |
|
|
2023
Q1 | $1.75M | Sell |
13,433
-731
| -5% | -$95.2K | 1.25% | 11 |
|
|
2022
Q4 | $1.9M | Sell |
14,164
-809
| -5% | -$108K | 1.38% | 12 |
|
|
2022
Q3 | $1.57M | Buy |
14,973
+560
| +4% | +$58.5K | 1.21% | 13 |
|
|
2022
Q2 | $1.62M | Buy |
14,413
+547
| +4% | +$61.6K | 1.2% | 19 |
|
|
2022
Q1 | $1.89M | Buy |
13,866
+920
| +7% | +$125K | 1.18% | 19 |
|
|
2021
Q4 | $2.05M | Buy |
+12,946
| New | +$2.05M | 1.33% | 21 |
|