BFA
Beacon Financial Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Buy |
13,147
+3,260
| +33% | +$945K | 0.99% | 17 |
|
|
2025
Q1 | $2.43M | Buy |
9,887
+230
| +2% | +$56.4K | 0.73% | 25 |
|
|
2024
Q4 | $2.31M | Buy |
9,657
+180
| +2% | +$43.1K | 0.75% | 22 |
|
|
2024
Q3 | $2M | Sell |
9,477
-274
| -3% | -$57.8K | 0.68% | 27 |
|
|
2024
Q2 | $1.97M | Buy |
9,751
+1,805
| +23% | +$365K | 0.74% | 23 |
|
|
2024
Q1 | $1.59M | Sell |
7,946
-53
| -0.7% | -$10.6K | 0.77% | 23 |
|
|
2023
Q4 | $1.36M | Sell |
7,999
-43
| -0.5% | -$7.32K | 0.66% | 33 |
|
|
2023
Q3 | $1.17M | Buy |
8,042
+51
| +0.6% | +$7.4K | 0.64% | 40 |
|
|
2023
Q2 | $1.16M | Buy |
7,991
+136
| +2% | +$19.8K | 0.67% | 36 |
|
|
2023
Q1 | $1.02M | Buy |
7,855
+313
| +4% | +$40.8K | 0.65% | 43 |
|
|
2022
Q4 | $1.01M | Sell |
7,542
-546
| -7% | -$73.2K | 0.72% | 38 |
|
|
2022
Q3 | $845K | Sell |
8,088
-400
| -5% | -$41.8K | 0.6% | 48 |
|
|
2022
Q2 | $956K | Sell |
8,488
-120
| -1% | -$13.5K | 0.54% | 54 |
|
|
2022
Q1 | $1.17M | Buy |
8,608
+76
| +0.9% | +$10.4K | 0.56% | 51 |
|
|
2021
Q4 | $1.35M | Buy |
8,532
+218
| +3% | +$34.5K | 0.62% | 42 |
|
|
2021
Q3 | $1.36M | Buy |
8,314
+9
| +0.1% | +$1.47K | 0.71% | 32 |
|
|
2021
Q2 | $1.29M | Buy |
8,305
+863
| +12% | +$134K | 0.69% | 36 |
|
|
2021
Q1 | $1.13M | Sell |
7,442
-2,189
| -23% | -$333K | 0.65% | 38 |
|
|
2020
Q4 | $1.22M | Buy |
9,631
+1,501
| +18% | +$191K | 0.8% | 34 |
|
|
2020
Q3 | $782K | Buy |
8,130
+4,452
| +121% | +$428K | 0.68% | 40 |
|
|
2020
Q2 | $345K | Buy |
3,678
+701
| +24% | +$65.8K | 0.38% | 91 |
|
|
2020
Q1 | $268K | Sell |
2,977
-832
| -22% | -$74.9K | 0.34% | 102 |
|
|
2019
Q4 | $530K | Buy |
+3,809
| New | +$530K | 0.45% | 65 |
|