BIA
Bell Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
1,979
+240
| +14% | +$69.6K | 0.1% | 67 |
|
|
2025
Q1 | $427K | Buy |
1,739
+36
| +2% | +$8.83K | 0.08% | 73 |
|
|
2024
Q4 | $408K | Buy |
1,703
+52
| +3% | +$12.5K | 0.08% | 71 |
|
|
2024
Q3 | $348K | Buy |
1,651
+12
| +0.7% | +$2.53K | 0.06% | 80 |
|
|
2024
Q2 | $332K | Buy |
1,639
+38
| +2% | +$7.69K | 0.07% | 82 |
|
|
2024
Q1 | $321K | Sell |
1,601
-467
| -23% | -$93.5K | 0.06% | 81 |
|
|
2023
Q4 | $352K | Hold |
2,068
| – | – | 0.07% | 75 |
|
|
2023
Q3 | $300K | Buy |
2,068
+894
| +76% | +$130K | 0.07% | 74 |
|
|
2023
Q2 | $171K | Buy |
1,174
+95
| +9% | +$13.8K | 0.04% | 87 |
|
|
2023
Q1 | $141K | Sell |
1,079
-82
| -7% | -$10.7K | 0.03% | 89 |
|
|
2022
Q4 | $156K | Buy |
1,161
+364
| +46% | +$48.8K | 0.04% | 87 |
|
|
2022
Q3 | $83K | Sell |
797
-200
| -20% | -$20.8K | 0.03% | 88 |
|
|
2022
Q2 | $112K | Buy |
+997
| New | +$112K | 0.03% | 84 |
|
|
2021
Q4 | $114K | Sell |
718
-133
| -16% | -$21.1K | 0.03% | 98 |
|
|
2021
Q3 | $139K | Buy |
+851
| New | +$139K | 0.04% | 85 |
|