CMBA
C.M. Bidwell & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $538K | Sell |
2,192
-23
| -1% | -$5.64K | 0.32% | 58 |
|
|
2024
Q4 | $531K | Sell |
2,215
-34
| -2% | -$8.15K | 0.32% | 60 |
|
|
2024
Q3 | $474K | Sell |
2,249
-23
| -1% | -$4.85K | 0.29% | 61 |
|
|
2024
Q2 | $460K | Sell |
2,272
-1
| -0% | -$202 | 0.31% | 60 |
|
|
2024
Q1 | $455K | Sell |
2,273
-33
| -1% | -$6.61K | 0.31% | 60 |
|
|
2023
Q4 | $392K | Buy |
2,306
+14
| +0.6% | +$2.38K | 0.29% | 64 |
|
|
2023
Q3 | $332K | Sell |
2,292
-32
| -1% | -$4.64K | 0.25% | 64 |
|
|
2023
Q2 | $338K | Sell |
2,324
-22
| -0.9% | -$3.2K | 0.25% | 72 |
|
|
2023
Q1 | $306K | Buy |
2,346
+1,671
| +248% | +$218K | 0.23% | 72 |
|
|
2022
Q4 | $90.5K | Hold |
675
| – | – | 0.07% | 234 |
|
|
2022
Q3 | $71K | Sell |
675
-1,258
| -65% | -$132K | 0.06% | 258 |
|
|
2022
Q2 | $218K | Buy |
1,933
+1,198
| +163% | +$135K | 0.17% | 103 |
|
|
2022
Q1 | $100K | Buy |
735
+700
| +2,000% | +$95.2K | 0.07% | 238 |
|
|
2021
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 418 |
|
|
2021
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 431 |
|
|
2021
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 458 |
|
|
2021
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 437 |
|
|
2020
Q4 | $4K | Sell |
35
-29
| -45% | -$3.31K | ﹤0.01% | 439 |
|
|
2020
Q3 | $6K | Sell |
64
-4,128
| -98% | -$387K | 0.01% | 370 |
|
|
2020
Q2 | $394K | Sell |
4,192
-164
| -4% | -$15.4K | 0.36% | 50 |
|
|
2020
Q1 | $392K | Sell |
4,356
-929
| -18% | -$83.6K | 0.41% | 60 |
|
|
2019
Q4 | $737K | Buy |
5,285
+1,745
| +49% | +$243K | 0.67% | 25 |
|
|
2019
Q3 | $417K | Sell |
3,540
-2,055
| -37% | -$242K | 0.41% | 60 |
|
|
2019
Q2 | $626K | Buy |
5,595
+5,560
| +15,886% | +$622K | 0.62% | 41 |
|
|
2019
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 341 |
|
|
2018
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 344 |
|
|
2018
Q3 | $4K | Sell |
35
-110
| -76% | -$12.6K | ﹤0.01% | 327 |
|
|
2018
Q2 | $15K | Sell |
145
-3,035
| -95% | -$314K | 0.01% | 300 |
|
|
2018
Q1 | $350K | Buy |
3,180
+975
| +44% | +$107K | 0.32% | 84 |
|
|
2017
Q4 | $236K | Buy |
2,205
+2,170
| +6,200% | +$232K | 0.2% | 135 |
|
|
2017
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 251 |
|
|
2017
Q2 | $3K | Sell |
35
-2,195
| -98% | -$188K | ﹤0.01% | 266 |
|
|
2017
Q1 | $196K | Hold |
2,230
| – | – | 0.04% | 159 |
|
|
2016
Q4 | $192K | Buy |
+2,230
| New | +$192K | 0.05% | 168 |
|
|
2015
Q1 | – | Sell |
-70,890
| Closed | -$4.44M | – | 242 |
|
|
2014
Q4 | $4.44M | Hold |
70,890
| – | – | 1.01% | 42 |
|
|
2014
Q3 | $4.27M | Buy |
+70,890
| New | +$4.27M | 1.01% | 37 |
|
|
2013
Q3 | – | Sell |
-1,515
| Closed | -$80K | – | 240 |
|
|
2013
Q2 | $80K | Buy |
+1,515
| New | +$80K | 0.02% | 204 |
|