BFIC
Bedell Frazier Investment Counselling’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Buy |
14,308
+620
| +5% | +$180K | 1.04% | 31 |
|
|
2025
Q1 | $3.36M | Sell |
13,688
-220
| -2% | -$54K | 0.85% | 37 |
|
|
2024
Q4 | $3.33M | Buy |
13,908
+137
| +1% | +$32.8K | 0.83% | 37 |
|
|
2024
Q3 | $2.9M | Sell |
13,771
-33
| -0.2% | -$6.96K | 0.69% | 38 |
|
|
2024
Q2 | $2.79M | Buy |
13,804
+153
| +1% | +$30.9K | 0.67% | 42 |
|
|
2024
Q1 | $2.73M | Buy |
13,651
+80
| +0.6% | +$16K | 0.68% | 43 |
|
|
2023
Q4 | $2.31M | Sell |
13,571
-150
| -1% | -$25.5K | 0.64% | 39 |
|
|
2023
Q3 | $1.99M | Sell |
13,721
-6,625
| -33% | -$961K | 0.59% | 39 |
|
|
2023
Q2 | $2.96M | Buy |
20,346
+130
| +0.6% | +$18.9K | 0.87% | 33 |
|
|
2023
Q1 | $2.63M | Sell |
20,216
-535
| -3% | -$69.7K | 0.77% | 31 |
|
|
2022
Q4 | $2.78M | Sell |
20,751
-115
| -0.6% | -$15.4K | 0.73% | 35 |
|
|
2022
Q3 | $2.18M | Buy |
+20,866
| New | +$2.18M | 0.61% | 39 |
|
|
2022
Q1 | – | Sell |
-43,976
| Closed | -$6.96M | – | 93 |
|
|
2021
Q4 | $6.96M | Buy |
43,976
+396
| +0.9% | +$62.7K | 1.7% | 23 |
|
|
2021
Q3 | $7.13M | Buy |
43,580
+2,682
| +7% | +$439K | 1.96% | 17 |
|
|
2021
Q2 | $6.36M | Buy |
40,898
+273
| +0.7% | +$42.5K | 1.61% | 27 |
|
|
2021
Q1 | $6.18M | Sell |
40,625
-20,280
| -33% | -$3.09M | 1.75% | 27 |
|
|
2020
Q4 | $7.74M | Sell |
60,905
-1,092
| -2% | -$139K | 2.37% | 9 |
|
|
2020
Q3 | $5.97M | Buy |
61,997
+59,196
| +2,113% | +$5.7M | 2.13% | 18 |
|
|
2020
Q2 | $263K | Hold |
2,801
| – | – | 0.11% | 57 |
|
|
2020
Q1 | $252K | Buy |
2,801
+10
| +0.4% | +$900 | 0.12% | 47 |
|
|
2019
Q4 | $328K | Hold |
2,791
| – | – | 0.13% | 45 |
|
|
2019
Q3 | $328K | Buy |
2,791
+449
| +19% | +$52.8K | 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% | +$7.04K | 0.1% | 45 |
|
|
2018
Q3 | $256K | Buy |
2,270
+40
| +2% | +$4.51K | 0.07% | 53 |
|
|
2018
Q2 | $232K | Hold |
2,230
| – | – | 0.07% | 54 |
|
|
2018
Q1 | $245K | Buy |
2,230
+245
| +12% | +$26.9K | 0.09% | 46 |
|
|
2017
Q4 | $212K | Buy |
+1,985
| New | +$212K | 0.08% | 47 |
|