BFS
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Bard Financial Services’s JPMorgan Chase JPM Stock Holding History

Bard Financial Services’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$13.9M Sell
44,060
-600
-1% -$178K 1.53% 11
2025
Q2 		$12.9M Sell
44,660
-1,025
-2% -$262K 1.55% 9
2025
Q1 		$11.2M Sell
45,685
-2,045
-4% -$521K 1.37% 15
2024
Q4 		$11.4M Sell
47,730
-400
-0.8% -$93.2K 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% -$152K 1.2% 22
2024
Q1 		$11.6M Sell
57,965
-1,060
-2% -$191K 1.23% 20
2023
Q4 		$10M Buy
59,025
+310
+0.5% +$47K 1.13% 22
2023
Q3 		$8.51M Buy
58,715
+250
+0.4% +$37.5K 1.05% 24
2023
Q2 		$8.5M Sell
58,465
-475
-0.8% -$65.3K 0.64% 37
2023
Q1 		$7.68M Buy
58,940
+175
+0.3% +$24K 0.61% 42
2022
Q4 		$7.88M Sell
58,765
-250
-0.4% -$31.7K 0.67% 40
2022
Q3 		$6.17M Buy
59,015
+500
+0.9% +$57.4K 0.58% 44
2022
Q2 		$6.59M Buy
58,515
+675
+1% +$83.6K 0.6% 43
2022
Q1 		$7.88M Sell
57,840
-1,250
-2% -$185K 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 		$8.89M Sell
59,090
-250
-0.4% -$36K 0.86% 31
2020
Q4 		$7.54M Buy
+59,340
New +$6.63M 0.76% 36

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Bank of America
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return