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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.07M | Sell |
13,836
-282
| -2% | -$85.6K | 0.82% | 42 |
|
|
2025
Q4 | $4.55M | Buy |
14,118
+26
| +0.2% | +$8.05K | 0.88% | 38 |
|
|
2025
Q3 | $4.44M | Sell |
14,092
-216
| -2% | -$64.2K | 0.91% | 35 |
|
|
2025
Q2 | $4.15M | Buy |
14,308
+620
| +5% | +$158K | 1.04% | 31 |
|
|
2025
Q1 | $3.36M | Sell |
13,688
-220
| -2% | -$56.1K | 0.85% | 37 |
|
|
2024
Q4 | $3.33M | Buy |
13,908
+137
| +1% | +$31.9K | 0.83% | 37 |
|
|
2024
Q3 | $2.9M | Sell |
13,771
-33
| -0.2% | -$6.95K | 0.69% | 38 |
|
|
2024
Q2 | $2.79M | Buy |
13,804
+153
| +1% | +$29.9K | 0.67% | 42 |
|
|
2024
Q1 | $2.73M | Buy |
13,651
+80
| +0.6% | +$14.4K | 0.68% | 43 |
|
|
2023
Q4 | $2.31M | Sell |
13,571
-150
| -1% | -$22.7K | 0.64% | 39 |
|
|
2023
Q3 | $1.99M | Sell |
13,721
-6,625
| -33% | -$993K | 0.59% | 39 |
|
|
2023
Q2 | $2.96M | Buy |
20,346
+130
| +0.6% | +$17.9K | 0.87% | 33 |
|
|
2023
Q1 | $2.63M | Sell |
20,216
-535
| -3% | -$73.3K | 0.77% | 31 |
|
|
2022
Q4 | $2.78M | Sell |
20,751
-115
| -0.6% | -$14.6K | 0.73% | 35 |
|
|
2022
Q3 | $2.18M | Buy |
+20,866
| New | +$2.39M | 0.61% | 39 |
|
|
2022
Q1 | – | Sell |
-43,976
| Closed | -$6.96M | – | 93 |
|
|
2021
Q4 | $6.96M | Buy |
43,976
+396
| +0.9% | +$65K | 1.7% | 23 |
|
|
2021
Q3 | $7.13M | Buy |
43,580
+2,682
| +7% | +$420K | 1.96% | 17 |
|
|
2021
Q2 | $6.36M | Buy |
40,898
+273
| +0.7% | +$42.9K | 1.61% | 27 |
|
|
2021
Q1 | $6.18M | Sell |
40,625
-20,280
| -33% | -$2.92M | 1.75% | 27 |
|
|
2020
Q4 | $7.74M | Sell |
60,905
-1,092
| -2% | -$122K | 2.37% | 10 |
|
|
2020
Q3 | $5.97M | Buy |
61,997
+59,196
| +2,113% | +$5.81M | 2.13% | 19 |
|
|
2020
Q2 | $263K | Hold |
2,801
| – | – | 0.11% | 57 |
|
|
2020
Q1 | $252K | Buy |
2,801
+10
| +0.4% | +$1.22K | 0.12% | 47 |
|
|
2019
Q4 | $328K | Hold |
2,791
| – | – | 0.13% | 45 |
|
|
2019
Q3 | $328K | Buy |
2,791
+449
| +19% | +$50.8K | 0.13% | 47 |
|
|
2019
Q2 | $262K | Hold |
2,342
| – | – | 0.1% | 50 |
|
|
2019
Q1 | $237K | Hold |
2,342
| – | – | 0.09% | 52 |
|
|
2018
Q4 | $229K | Buy |
2,342
+72
| +3% | +$7.67K | 0.1% | 45 |
|
|
2018
Q3 | $256K | Buy |
2,270
+40
| +2% | +$4.54K | 0.07% | 54 |
|
|
2018
Q2 | $232K | Hold |
2,230
| – | – | 0.07% | 54 |
|
|
2018
Q1 | $245K | Buy |
2,230
+245
| +12% | +$27.7K | 0.09% | 46 |
|
|
2017
Q4 | $212K | Buy |
+1,985
| New | +$201K | 0.08% | 47 |
|
Other funds holding JPM
VCM
VPM
Bedell Frazier Investment Counselling's JPM Position: Q1 2026 in Review
Bedell Frazier Investment Counselling reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $85.6K and leaving 13,836 shares worth $4.07M. The position accounts for 0.82% of the portfolio, ranked #42.
Bedell Frazier Investment Counselling first reported a position in JPM in Q4 2017 and has held it in 32 quarters since. The position peaked at $7.74M in Q4 2020. 5,066 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Bedell Frazier Investment Counselling held 13,836 shares of JPMorgan Chase worth $4.07M as of Q1 2026.
- Bedell Frazier Investment Counselling sold 282 JPMorgan Chase shares in Q1 2026, an estimated $85.6K.
- JPMorgan Chase made up 0.82% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #42 holding.
- Bedell Frazier Investment Counselling first reported a position in JPMorgan Chase in Q4 2017 and has held it in 32 quarters since.
- Bedell Frazier Investment Counselling's JPMorgan Chase position peaked at $7.74M in Q4 2020.
- 5,066 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.