BPFA
Barnes Pettey Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
5,840
+74
| +1% | +$21.5K | 1.13% | 22 |
|
|
2025
Q1 | $1.41M | Sell |
5,766
-60
| -1% | -$14.7K | 1.1% | 25 |
|
|
2024
Q4 | $1.4M | Hold |
5,826
| – | – | 1.07% | 22 |
|
|
2024
Q3 | $1.23M | Sell |
5,826
-80
| -1% | -$16.9K | 0.98% | 24 |
|
|
2024
Q2 | $1.19M | Hold |
5,906
| – | – | 1.03% | 22 |
|
|
2024
Q1 | $1.18M | Buy |
5,906
+191
| +3% | +$38.3K | 1.02% | 23 |
|
|
2023
Q4 | $972K | Sell |
5,715
-25
| -0.4% | -$4.25K | 0.79% | 28 |
|
|
2023
Q3 | $832K | Hold |
5,740
| – | – | 0.76% | 32 |
|
|
2023
Q2 | $835K | Sell |
5,740
-11
| -0.2% | -$1.6K | 0.72% | 34 |
|
|
2023
Q1 | $749K | Sell |
5,751
-40
| -0.7% | -$5.21K | 0.72% | 35 |
|
|
2022
Q4 | $777K | Buy |
5,791
+60
| +1% | +$8.05K | 0.8% | 34 |
|
|
2022
Q3 | $599K | Sell |
5,731
-10
| -0.2% | -$1.05K | 0.82% | 35 |
|
|
2022
Q2 | $646K | Sell |
5,741
-12
| -0.2% | -$1.35K | 0.83% | 33 |
|
|
2022
Q1 | $784K | Sell |
5,753
-13
| -0.2% | -$1.77K | 0.95% | 26 |
|
|
2021
Q4 | $913K | Buy |
+5,766
| New | +$913K | 1.05% | 21 |
|