BFA
Benedict Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
13,377
-263
| -2% | -$76.2K | 0.88% | 39 |
|
|
2025
Q1 | $3.35M | Sell |
13,640
-740
| -5% | -$182K | 0.78% | 47 |
|
|
2024
Q4 | $3.45M | Buy |
14,380
+421
| +3% | +$101K | 0.84% | 45 |
|
|
2024
Q3 | $2.94M | Sell |
13,959
-418
| -3% | -$88.1K | 0.7% | 55 |
|
|
2024
Q2 | $2.91M | Sell |
14,377
-86
| -0.6% | -$17.4K | 0.74% | 51 |
|
|
2024
Q1 | $2.9M | Sell |
14,463
-69
| -0.5% | -$13.8K | 0.74% | 52 |
|
|
2023
Q4 | $2.47M | Buy |
14,532
+65
| +0.4% | +$11.1K | 0.67% | 56 |
|
|
2023
Q3 | $2.1M | Sell |
14,467
-4
| -0% | -$580 | 0.61% | 63 |
|
|
2023
Q2 | $2.1M | Buy |
14,471
+367
| +3% | +$53.4K | 0.58% | 65 |
|
|
2023
Q1 | $1.84M | Buy |
14,104
+369
| +3% | +$48.1K | 0.52% | 70 |
|
|
2022
Q4 | $1.84M | Sell |
13,735
-358
| -3% | -$48K | 0.55% | 63 |
|
|
2022
Q3 | $1.47M | Sell |
14,093
-593
| -4% | -$62K | 0.47% | 71 |
|
|
2022
Q2 | $1.65M | Sell |
14,686
-2,033
| -12% | -$229K | 0.49% | 67 |
|
|
2022
Q1 | $2.28M | Sell |
16,719
-436
| -3% | -$59.4K | 0.61% | 60 |
|
|
2021
Q4 | $2.72M | Buy |
17,155
+56
| +0.3% | +$8.87K | 0.71% | 56 |
|
|
2021
Q3 | $2.8M | Buy |
17,099
+494
| +3% | +$80.9K | 0.78% | 51 |
|
|
2021
Q2 | $2.58M | Buy |
16,605
+930
| +6% | +$145K | 0.72% | 54 |
|
|
2021
Q1 | $2.39M | Buy |
+15,675
| New | +$2.39M | 0.69% | 55 |
|