BFWA
Benchmark Financial Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
5,115
+977
| +24% | +$283K | 0.49% | 32 |
|
|
2025
Q1 | $1.02M | Buy |
4,138
+292
| +8% | +$71.6K | 0.38% | 41 |
|
|
2024
Q4 | $922K | Buy |
3,846
+67
| +2% | +$16.1K | 0.3% | 42 |
|
|
2024
Q3 | $797K | Buy |
3,779
+798
| +27% | +$168K | 0.27% | 44 |
|
|
2024
Q2 | $603K | Buy |
2,981
+335
| +13% | +$67.8K | 0.22% | 47 |
|
|
2024
Q1 | $530K | Buy |
2,646
+380
| +17% | +$76.1K | 0.2% | 49 |
|
|
2023
Q4 | $385K | Buy |
2,266
+304
| +15% | +$51.7K | 0.17% | 52 |
|
|
2023
Q3 | $285K | Buy |
1,962
+246
| +14% | +$35.7K | 0.13% | 55 |
|
|
2023
Q2 | $250K | Sell |
1,716
-200
| -10% | -$29.1K | 0.12% | 64 |
|
|
2023
Q1 | $250K | Buy |
1,916
+11
| +0.6% | +$1.43K | 0.13% | 58 |
|
|
2022
Q4 | $255K | Sell |
1,905
-135
| -7% | -$18.1K | 0.14% | 60 |
|
|
2022
Q3 | $213K | Sell |
2,040
-54
| -3% | -$5.64K | 0.13% | 67 |
|
|
2022
Q2 | $236K | Buy |
+2,094
| New | +$236K | 0.12% | 60 |
|
|
2022
Q1 | – | Sell |
-1,293
| Closed | -$205K | – | 81 |
|
|
2021
Q4 | $205K | Buy |
+1,293
| New | +$205K | 0.09% | 75 |
|