BFIM
Beese Fulmer Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
94,132
+2,728
| +3% | +$791K | 2.03% | 8 |
|
|
2025
Q1 | $22.4M | Buy |
91,404
+446
| +0.5% | +$109K | 1.93% | 12 |
|
|
2024
Q4 | $21.8M | Sell |
90,958
-1,138
| -1% | -$273K | 1.86% | 11 |
|
|
2024
Q3 | $19.4M | Sell |
92,096
-39
| -0% | -$8.22K | 1.67% | 18 |
|
|
2024
Q2 | $18.6M | Buy |
92,135
+1,235
| +1% | +$250K | 1.7% | 16 |
|
|
2024
Q1 | $18.2M | Buy |
90,900
+184
| +0.2% | +$36.9K | 1.71% | 16 |
|
|
2023
Q4 | $15.4M | Buy |
90,716
+934
| +1% | +$159K | 1.6% | 17 |
|
|
2023
Q3 | $13M | Buy |
89,782
+364
| +0.4% | +$52.8K | 1.47% | 22 |
|
|
2023
Q2 | $13M | Buy |
89,418
+568
| +0.6% | +$82.6K | 1.41% | 22 |
|
|
2023
Q1 | $11.6M | Buy |
88,850
+1,655
| +2% | +$216K | 1.32% | 22 |
|
|
2022
Q4 | $11.7M | Buy |
87,195
+2,241
| +3% | +$301K | 1.41% | 20 |
|
|
2022
Q3 | $8.88M | Buy |
84,954
+2,343
| +3% | +$245K | 1.19% | 28 |
|
|
2022
Q2 | $9.3M | Buy |
82,611
+144
| +0.2% | +$16.2K | 1.19% | 27 |
|
|
2022
Q1 | $11.2M | Buy |
82,467
+409
| +0.5% | +$55.8K | 1.22% | 26 |
|
|
2021
Q4 | $13M | Buy |
82,058
+800
| +1% | +$127K | 1.35% | 22 |
|
|
2021
Q3 | $13.3M | Buy |
81,258
+793
| +1% | +$130K | 1.5% | 17 |
|
|
2021
Q2 | $12.5M | Sell |
80,465
-484
| -0.6% | -$75.3K | 1.42% | 18 |
|
|
2021
Q1 | $12.3M | Buy |
80,949
+201
| +0.2% | +$30.6K | 1.48% | 15 |
|
|
2020
Q4 | $10.3M | Sell |
80,748
-529
| -0.7% | -$67.2K | 1.31% | 21 |
|
|
2020
Q3 | $7.83M | Sell |
81,277
-1,322
| -2% | -$127K | 1.11% | 26 |
|
|
2020
Q2 | $7.77M | Sell |
82,599
-1,764
| -2% | -$166K | 1.15% | 25 |
|
|
2020
Q1 | $7.6M | Buy |
84,363
+3,475
| +4% | +$313K | 1.35% | 18 |
|
|
2019
Q4 | $11.3M | Buy |
80,888
+1,178
| +1% | +$164K | 1.58% | 14 |
|
|
2019
Q3 | $9.38M | Buy |
79,710
+17,388
| +28% | +$2.05M | 1.41% | 19 |
|
|
2019
Q2 | $6.97M | Buy |
62,322
+429
| +0.7% | +$48K | 1.32% | 25 |
|
|
2019
Q1 | $6.27M | Sell |
61,893
-142
| -0.2% | -$14.4K | 1.24% | 30 |
|
|
2018
Q4 | $6.06M | Buy |
62,035
+1,800
| +3% | +$176K | 1.36% | 25 |
|
|
2018
Q3 | $6.8M | Buy |
60,235
+166
| +0.3% | +$18.7K | 1.34% | 26 |
|
|
2018
Q2 | $6.26M | Buy |
60,069
+966
| +2% | +$101K | 1.31% | 28 |
|
|
2018
Q1 | $6.5M | Buy |
59,103
+1,767
| +3% | +$194K | 1.42% | 18 |
|
|
2017
Q4 | $6.13M | Sell |
57,336
-258
| -0.4% | -$27.6K | 1.31% | 23 |
|
|
2017
Q3 | $5.5M | Buy |
57,594
+45
| +0.1% | +$4.3K | 1.25% | 29 |
|
|
2017
Q2 | $5.26M | Buy |
57,549
+447
| +0.8% | +$40.9K | 1.25% | 26 |
|
|
2017
Q1 | $5.02M | Sell |
57,102
-1,446
| -2% | -$127K | 1.22% | 28 |
|
|
2016
Q4 | $5.05M | Buy |
58,548
+1,453
| +3% | +$125K | 1.3% | 26 |
|
|
2016
Q3 | $3.8M | Buy |
57,095
+2,559
| +5% | +$170K | 1.03% | 38 |
|
|
2016
Q2 | $3.39M | Sell |
54,536
-1,639
| -3% | -$102K | 0.96% | 46 |
|
|
2016
Q1 | $3.24M | Buy |
56,175
+1,902
| +4% | +$110K | 0.95% | 46 |
|
|
2015
Q4 | $3.58M | Buy |
54,273
+1,216
| +2% | +$80.3K | 1.1% | 34 |
|
|
2015
Q3 | $3.24M | Buy |
53,057
+4,208
| +9% | +$257K | 1.06% | 38 |
|
|
2015
Q2 | $3.31M | Buy |
48,849
+153
| +0.3% | +$10.4K | 1.07% | 37 |
|
|
2015
Q1 | $2.95M | Buy |
48,696
+1,777
| +4% | +$108K | 0.98% | 43 |
|
|
2014
Q4 | $2.94M | Buy |
46,919
+1,830
| +4% | +$115K | 0.92% | 45 |
|
|
2014
Q3 | $2.72M | Buy |
45,089
+2,866
| +7% | +$173K | 0.88% | 44 |
|
|
2014
Q2 | $2.43M | Buy |
42,223
+2,919
| +7% | +$168K | 0.79% | 48 |
|
|
2014
Q1 | $2.39M | Buy |
39,304
+3,104
| +9% | +$188K | 0.83% | 48 |
|
|
2013
Q4 | $2.12M | Buy |
36,200
+670
| +2% | +$39.2K | 0.75% | 49 |
|
|
2013
Q3 | $1.84M | Buy |
35,530
+5,242
| +17% | +$271K | 0.72% | 51 |
|
|
2013
Q2 | $1.6M | Buy |
+30,288
| New | +$1.6M | 0.69% | 49 |
|