BEI
Benjamin Edwards Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5M | Buy |
129,469
+4,005
| +3% | +$1.16M | 0.48% | 64 |
|
|
2025
Q1 | $30.8M | Sell |
125,464
-21,761
| -15% | -$5.34M | 0.43% | 66 |
|
|
2024
Q4 | $35.3M | Buy |
147,225
+6,669
| +5% | +$1.6M | 0.51% | 54 |
|
|
2024
Q3 | $29.7M | Buy |
140,556
+113,781
| +425% | +$24M | 0.43% | 63 |
|
|
2024
Q2 | $5.42M | Sell |
26,775
-259
| -1% | -$52.4K | 1.04% | 15 |
|
|
2024
Q1 | $5.42M | Buy |
27,034
+1,324
| +5% | +$265K | 1.08% | 14 |
|
|
2023
Q4 | $4.37M | Buy |
25,710
+1,232
| +5% | +$210K | 0.95% | 15 |
|
|
2023
Q3 | $3.55M | Buy |
24,478
+7,344
| +43% | +$1.07M | 0.84% | 28 |
|
|
2023
Q2 | $2.49M | Sell |
17,134
-3,425
| -17% | -$498K | 0.58% | 52 |
|
|
2023
Q1 | $2.68M | Buy |
20,559
+2,518
| +14% | +$328K | 0.65% | 41 |
|
|
2022
Q4 | $2.42M | Buy |
18,041
+2,258
| +14% | +$303K | 0.64% | 41 |
|
|
2022
Q3 | $1.65M | Buy |
15,783
+2,268
| +17% | +$237K | 0.5% | 57 |
|
|
2022
Q2 | $1.52M | Sell |
13,515
-1,600
| -11% | -$180K | 0.45% | 63 |
|
|
2022
Q1 | $2.06M | Buy |
15,115
+1,650
| +12% | +$225K | 0.6% | 40 |
|
|
2021
Q4 | $2.13M | Buy |
13,465
+8,536
| +173% | +$1.35M | 0.69% | 34 |
|
|
2021
Q3 | $807K | Buy |
4,929
+1,301
| +36% | +$213K | 0.49% | 73 |
|
|
2021
Q2 | $564K | Sell |
3,628
-1,341
| -27% | -$208K | 0.39% | 95 |
|
|
2021
Q1 | $756K | Sell |
4,969
-1,233
| -20% | -$188K | 0.57% | 71 |
|
|
2020
Q4 | $788K | Buy |
6,202
+4,948
| +395% | +$629K | 0.61% | 62 |
|
|
2020
Q3 | $121K | Buy |
1,254
+464
| +59% | +$44.8K | 0.1% | 156 |
|
|
2020
Q2 | $74K | Sell |
790
-17
| -2% | -$1.59K | 0.06% | 171 |
|
|
2020
Q1 | $73K | Sell |
807
-3,311
| -80% | -$300K | 0.08% | 151 |
|
|
2019
Q4 | $574K | Buy |
4,118
+3,493
| +559% | +$487K | 1.17% | 25 |
|
|
2019
Q3 | $74K | Sell |
625
-77
| -11% | -$9.12K | 0.16% | 111 |
|
|
2019
Q2 | $78K | Hold |
702
| – | – | 0.19% | 106 |
|
|
2019
Q1 | $71K | Buy |
+702
| New | +$71K | 0.34% | 93 |
|