JLBC
J.L. Bainbridge & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
3,138
-2
| -0.1% | -$580 | 0.08% | 41 |
|
|
2025
Q1 | $770K | Buy |
3,140
+44
| +1% | +$10.8K | 0.08% | 39 |
|
|
2024
Q4 | $742K | Buy |
3,096
+44
| +1% | +$10.5K | 0.07% | 43 |
|
|
2024
Q3 | $644K | Sell |
3,052
-50
| -2% | -$10.5K | 0.06% | 41 |
|
|
2024
Q2 | $627K | Sell |
3,102
-96
| -3% | -$19.4K | 0.06% | 41 |
|
|
2024
Q1 | $641K | Hold |
3,198
| – | – | 0.07% | 41 |
|
|
2023
Q4 | $544K | Hold |
3,198
| – | – | 0.07% | 45 |
|
|
2023
Q3 | $464K | Buy |
3,198
+36
| +1% | +$5.22K | 0.06% | 48 |
|
|
2023
Q2 | $460K | Buy |
3,162
+1
| +0% | +$145 | 0.06% | 44 |
|
|
2023
Q1 | $412K | Buy |
3,161
+27
| +0.9% | +$3.52K | 0.06% | 42 |
|
|
2022
Q4 | $420K | Buy |
3,134
+23
| +0.7% | +$3.09K | 0.07% | 44 |
|
|
2022
Q3 | $325K | Buy |
3,111
+31
| +1% | +$3.24K | 0.05% | 47 |
|
|
2022
Q2 | $347K | Buy |
3,080
+50
| +2% | +$5.63K | 0.05% | 48 |
|
|
2022
Q1 | $413K | Buy |
3,030
+529
| +21% | +$72.1K | 0.05% | 47 |
|
|
2021
Q4 | $396K | Hold |
2,501
| – | – | 0.04% | 50 |
|
|
2021
Q3 | $409K | Buy |
2,501
+80
| +3% | +$13.1K | 0.05% | 49 |
|
|
2021
Q2 | $377K | Hold |
2,421
| – | – | 0.05% | 54 |
|
|
2021
Q1 | $369K | Sell |
2,421
-1,703
| -41% | -$260K | 0.05% | 53 |
|
|
2020
Q4 | $524K | Buy |
4,124
+56
| +1% | +$7.12K | 0.07% | 40 |
|
|
2020
Q3 | $392K | Sell |
4,068
-138
| -3% | -$13.3K | 0.06% | 47 |
|
|
2020
Q2 | $396K | Sell |
4,206
-37
| -0.9% | -$3.48K | 0.07% | 41 |
|
|
2020
Q1 | $382K | Buy |
4,243
+47
| +1% | +$4.23K | 0.07% | 43 |
|
|
2019
Q4 | $585K | Sell |
4,196
-43
| -1% | -$6K | 0.08% | 38 |
|
|
2019
Q3 | $499K | Sell |
4,239
-780
| -16% | -$91.8K | 0.07% | 39 |
|
|
2019
Q2 | $561K | Sell |
5,019
-747
| -13% | -$83.5K | 0.08% | 35 |
|
|
2019
Q1 | $664K | Sell |
5,766
-295
| -5% | -$34K | 0.1% | 31 |
|
|
2018
Q4 | $592K | Buy |
6,061
+2
| +0% | +$195 | 0.1% | 26 |
|
|
2018
Q3 | $684K | Buy |
+6,059
| New | +$684K | 0.09% | 27 |
|