BIA
Benchmark Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.4M | Buy |
9,804
+2,529
| +35% | +$620K | 1.56% | 19 |
|
|
2024
Q4 | $1.74M | Buy |
7,275
+49
| +0.7% | +$11.7K | 1.13% | 23 |
|
|
2024
Q3 | $1.52M | Buy |
7,226
+256
| +4% | +$54K | 1.09% | 27 |
|
|
2024
Q2 | $1.41M | Buy |
6,970
+1,117
| +19% | +$226K | 1.02% | 26 |
|
|
2024
Q1 | $1.17M | Buy |
5,853
+971
| +20% | +$195K | 0.93% | 32 |
|
|
2023
Q4 | $830K | Buy |
4,882
+190
| +4% | +$32.3K | 0.77% | 38 |
|
|
2023
Q3 | $680K | Buy |
4,692
+93
| +2% | +$13.5K | 0.69% | 44 |
|
|
2023
Q2 | $669K | Buy |
4,599
+10
| +0.2% | +$1.45K | 0.62% | 46 |
|
|
2023
Q1 | $598K | Sell |
4,589
-3,228
| -41% | -$421K | 0.61% | 50 |
|
|
2022
Q4 | $1.05M | Sell |
7,817
-295
| -4% | -$39.6K | 1.11% | 31 |
|
|
2022
Q3 | $848K | Sell |
8,112
-358
| -4% | -$37.4K | 0.91% | 34 |
|
|
2022
Q2 | $954K | Sell |
8,470
-1,372
| -14% | -$155K | 0.99% | 36 |
|
|
2022
Q1 | $1.34M | Buy |
9,842
+1,069
| +12% | +$146K | 1.01% | 30 |
|
|
2021
Q4 | $1.39M | Buy |
+8,773
| New | +$1.39M | 1.14% | 27 |
|