JJBC
James J. Burns & Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
14,030
+61
| +0.4% | +$17.7K | 0.66% | 30 |
|
|
2025
Q1 | $3.43M | Sell |
13,969
-68
| -0.5% | -$16.7K | 0.61% | 32 |
|
|
2024
Q4 | $3.36M | Buy |
14,037
+6,680
| +91% | +$1.6M | 0.59% | 36 |
|
|
2024
Q3 | $1.55M | Buy |
7,357
+436
| +6% | +$91.9K | 0.28% | 50 |
|
|
2024
Q2 | $1.4M | Buy |
6,921
+2,002
| +41% | +$405K | 0.28% | 51 |
|
|
2024
Q1 | $978K | Sell |
4,919
-4,240
| -46% | -$843K | 0.34% | 40 |
|
|
2023
Q4 | $1.56M | Buy |
9,159
+1,497
| +20% | +$255K | 0.37% | 42 |
|
|
2023
Q3 | $1.11M | Sell |
7,662
-191
| -2% | -$27.7K | 0.3% | 48 |
|
|
2023
Q2 | $1.14M | Buy |
7,853
+3,225
| +70% | +$469K | 0.29% | 54 |
|
|
2023
Q1 | $604K | Buy |
4,628
+1,116
| +32% | +$146K | 0.16% | 70 |
|
|
2022
Q4 | $471K | Buy |
3,512
+33
| +0.9% | +$4.43K | 0.19% | 60 |
|
|
2022
Q3 | $364K | Buy |
+3,479
| New | +$364K | 0.16% | 64 |
|