Bard Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.9M | Sell |
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|
2025
Q2 | $12.9M | Sell |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $11.4M | Sell |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $11.6M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $10M | Buy |
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|
2023
Q3 | $8.51M | Buy |
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|
2023
Q2 | $8.5M | Sell |
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|
2023
Q1 | $7.68M | Buy |
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|
2022
Q4 | $7.88M | Sell |
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|
2022
Q3 | $6.17M | Buy |
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|
2022
Q2 | $6.59M | Buy |
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|
2022
Q1 | $7.88M | Sell |
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|
2021
Q4 | $9.36M | Hold |
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|
2021
Q3 | $9.67M | Hold |
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|
2021
Q2 | $9.19M | Hold |
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|
2021
Q1 | $8.89M | Sell |
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|
2020
Q4 | $7.54M | Buy |
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