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Bridgeworth, LLC

SEC CIK
0001691804
Latest filing
Jan 26, 2024

JPM holding history

JPMorgan Chase & Co in every 13F filed by Bridgeworth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q4 2023 holdings

Shares (Q4 2023)
2,888
Value
$491.2K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of JPM by Bridgeworth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20232,888$491.2K<0.1%−126−4.2%ReducedHolders
Q3 20233,014$437.1K<0.1%−30−1.0%ReducedHolders
Q2 20233,044$442.7K<0.1%+355+13.2%AddedHolders
Q1 20232,689$350.4K<0.1%+305+12.8%AddedHolders
Q4 20222,384$319.7K0.1%−100−4.0%ReducedHolders
Q3 20222,484$260.0K0.1%+100+4.2%AddedHolders
Q2 20222,384$268.0K0.1%+66+2.8%AddedHolders
Q1 20222,318$316.0K0.1%−750−24.4%ReducedHolders
Q4 20213,068$486.0K0.1%+561+22.4%AddedHolders
Q3 20212,507$410.0K0.1%−69−2.7%ReducedHolders
Q2 20212,576$401.0K0.1%−51−1.9%ReducedHolders
Q1 20212,627$400.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.