Bedell Frazier Investment Counselling’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
Q2 | $4.15M | Buy |
|
|||||
|
2025
Q1 | $3.36M | Sell |
|
|||||
|
2024
Q4 | $3.33M | Buy |
|
|||||
|
2024
Q3 | $2.9M | Sell |
|
|||||
|
2024
Q2 | $2.79M | Buy |
|
|||||
|
2024
Q1 | $2.73M | Buy |
|
|||||
|
2023
Q4 | $2.31M | Sell |
|
|||||
|
2023
Q3 | $1.99M | Sell |
|
|||||
|
2023
Q2 | $2.96M | Buy |
|
|||||
|
2023
Q1 | $2.63M | Sell |
|
|||||
|
2022
Q4 | $2.78M | Sell |
|
|||||
|
2022
Q3 | $2.18M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $6.96M | Buy |
|
|||||
|
2021
Q3 | $7.13M | Buy |
|
|||||
|
2021
Q2 | $6.36M | Buy |
|
|||||
|
2021
Q1 | $6.18M | Sell |
|
|||||
|
2020
Q4 | $7.74M | Sell |
|
|||||
|
2020
Q3 | $5.97M | Buy |
|
|||||
|
2020
Q2 | $263K | Hold |
|
|||||
|
2020
Q1 | $252K | Buy |
|
|||||
|
2019
Q4 | $328K | Hold |
|
|||||
|
2019
Q3 | $328K | Buy |
|
|||||
|
2019
Q2 | $262K | Hold |
|
|||||
|
2019
Q1 | $237K | Hold |
|
|||||
|
2018
Q4 | $229K | Buy |
|
|||||
|
2018
Q3 | $256K | Buy |
|
|||||
|
2018
Q2 | $232K | Hold |
|
|||||
|
2018
Q1 | $245K | Buy |
|
|||||
|
2017
Q4 | $212K | Buy |
|