BFS
Bard Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
44,660
-1,025
| -2% | -$297K | 1.55% | 9 |
|
|
2025
Q1 | $11.2M | Sell |
45,685
-2,045
| -4% | -$502K | 1.37% | 15 |
|
|
2024
Q4 | $11.4M | Sell |
47,730
-400
| -0.8% | -$95.9K | 1.37% | 14 |
|
|
2024
Q3 | $10.1M | Sell |
48,130
-9,060
| -16% | -$1.91M | 1.2% | 20 |
|
|
2024
Q2 | $11.6M | Sell |
57,190
-775
| -1% | -$157K | 1.2% | 22 |
|
|
2024
Q1 | $11.6M | Sell |
57,965
-1,060
| -2% | -$212K | 1.23% | 20 |
|
|
2023
Q4 | $10M | Buy |
59,025
+310
| +0.5% | +$52.7K | 1.13% | 22 |
|
|
2023
Q3 | $8.51M | Buy |
58,715
+250
| +0.4% | +$36.3K | 1.05% | 24 |
|
|
2023
Q2 | $8.5M | Sell |
58,465
-475
| -0.8% | -$69.1K | 0.64% | 37 |
|
|
2023
Q1 | $7.68M | Buy |
58,940
+175
| +0.3% | +$22.8K | 0.61% | 42 |
|
|
2022
Q4 | $7.88M | Sell |
58,765
-250
| -0.4% | -$33.5K | 0.67% | 40 |
|
|
2022
Q3 | $6.17M | Buy |
59,015
+500
| +0.9% | +$52.2K | 0.58% | 44 |
|
|
2022
Q2 | $6.59M | Buy |
58,515
+675
| +1% | +$76K | 0.6% | 43 |
|
|
2022
Q1 | $7.89M | Sell |
57,840
-1,250
| -2% | -$170K | 0.64% | 43 |
|
|
2021
Q4 | $9.36M | Hold |
59,090
| – | – | 0.75% | 33 |
|
|
2021
Q3 | $9.67M | Hold |
59,090
| – | – | 0.86% | 29 |
|
|
2021
Q2 | $9.19M | Hold |
59,090
| – | – | 0.82% | 32 |
|
|
2021
Q1 | $8.9M | Sell |
59,090
-250
| -0.4% | -$37.6K | 0.86% | 31 |
|
|
2020
Q4 | $7.54M | Buy |
+59,340
| New | +$7.54M | 0.76% | 36 |
|