BFC
Bedel Financial Consulting’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.98M | Sell |
30,980
-95
| -0.3% | -$27.5K | 1.23% | 11 |
|
|
2025
Q1 | $7.75M | Buy |
31,075
+231
| +0.7% | +$57.6K | 1.11% | 14 |
|
|
2024
Q4 | $8.34M | Sell |
30,844
-231
| -0.7% | -$62.5K | 1.16% | 12 |
|
|
2024
Q3 | $6.55M | Sell |
31,075
-243
| -0.8% | -$51.2K | 0.92% | 14 |
|
|
2024
Q2 | $6.33M | Sell |
31,318
-23
| -0.1% | -$4.65K | 0.93% | 14 |
|
|
2024
Q1 | $6.28M | Buy |
31,341
+459
| +1% | +$91.9K | 0.98% | 14 |
|
|
2023
Q4 | $5.25M | Sell |
30,882
-1,206
| -4% | -$205K | 0.96% | 15 |
|
|
2023
Q3 | $4.65M | Buy |
32,088
+798
| +3% | +$116K | 0.94% | 14 |
|
|
2023
Q2 | $4.55M | Sell |
31,290
-32
| -0.1% | -$4.65K | 0.95% | 15 |
|
|
2023
Q1 | $4.08M | Sell |
31,322
-549
| -2% | -$71.5K | 0.99% | 16 |
|
|
2022
Q4 | $4.27M | Sell |
31,871
-876
| -3% | -$117K | 1.06% | 15 |
|
|
2022
Q3 | $4.3M | Buy |
32,747
+613
| +2% | +$80.5K | 1.14% | 13 |
|
|
2022
Q2 | $3.62M | Buy |
32,134
+230
| +0.7% | +$25.9K | 1.06% | 12 |
|
|
2022
Q1 | $4.35M | Buy |
31,904
+772
| +2% | +$105K | 1.37% | 7 |
|
|
2021
Q4 | $4.93M | Sell |
31,132
-3,340
| -10% | -$529K | 1.53% | 7 |
|
|
2021
Q3 | $5.64M | Buy |
34,472
+2,719
| +9% | +$445K | 1.94% | 6 |
|
|
2021
Q2 | $4.94M | Buy |
31,753
+28
| +0.1% | +$4.36K | 1.72% | 7 |
|
|
2021
Q1 | $4.83M | Buy |
31,725
+1,322
| +4% | +$201K | 1.87% | 6 |
|
|
2020
Q4 | $3.86M | Sell |
30,403
-1,629
| -5% | -$207K | 1.71% | 9 |
|
|
2020
Q3 | $3.08M | Buy |
32,032
+53
| +0.2% | +$5.1K | 1.54% | 8 |
|
|
2020
Q2 | $3.01M | Sell |
31,979
-194
| -0.6% | -$18.2K | 1.62% | 7 |
|
|
2020
Q1 | $2.9M | Buy |
32,173
+3,475
| +12% | +$313K | 1.92% | 6 |
|
|
2019
Q4 | $4M | Sell |
28,698
-383
| -1% | -$53.4K | 2.27% | 6 |
|
|
2019
Q3 | $3.42M | Buy |
29,081
+99
| +0.3% | +$11.7K | 2.06% | 6 |
|
|
2019
Q2 | $3.24M | Buy |
28,982
+2,594
| +10% | +$290K | 1.97% | 6 |
|
|
2019
Q1 | $2.67M | Sell |
26,388
-57
| -0.2% | -$5.77K | 1.7% | 5 |
|
|
2018
Q4 | $2.58M | Sell |
26,445
-1,042
| -4% | -$102K | 1.86% | 5 |
|
|
2018
Q3 | $2.99M | Sell |
27,487
-316
| -1% | -$34.3K | 1.99% | 5 |
|
|
2018
Q2 | $2.9M | Sell |
27,803
-89
| -0.3% | -$9.27K | 2.13% | 5 |
|
|
2018
Q1 | $3.07M | Sell |
27,892
-2,254
| -7% | -$248K | 2.33% | 2 |
|
|
2017
Q4 | $3.22M | Buy |
+30,146
| New | +$3.22M | 2.9% | 3 |
|