BFEC
Benjamin F. Edwards & Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $22.2M | Buy |
109,787
+2,922
| +3% | +$591K | 0.39% | 76 |
|
|
2024
Q1 | $21.4M | Buy |
106,865
+6,614
| +7% | +$1.32M | 0.39% | 71 |
|
|
2023
Q4 | $17.1M | Buy |
100,251
+9,401
| +10% | +$1.6M | 0.34% | 86 |
|
|
2023
Q3 | $13.2M | Sell |
90,850
-5,101
| -5% | -$740K | 0.51% | 40 |
|
|
2023
Q2 | $14M | Sell |
95,951
-1,184
| -1% | -$172K | 0.53% | 37 |
|
|
2023
Q1 | $12.7M | Sell |
97,135
-1,680
| -2% | -$219K | 0.53% | 37 |
|
|
2022
Q4 | $13.3M | Sell |
98,815
-1,026
| -1% | -$138K | 0.6% | 28 |
|
|
2022
Q3 | $10.4M | Buy |
99,841
+3,907
| +4% | +$408K | 0.52% | 46 |
|
|
2022
Q2 | $10.8M | Buy |
95,934
+2,340
| +3% | +$264K | 0.52% | 46 |
|
|
2022
Q1 | $12.8M | Buy |
93,594
+14,062
| +18% | +$1.92M | 0.57% | 39 |
|
|
2021
Q4 | $12.6M | Buy |
79,532
+3,256
| +4% | +$516K | 0.56% | 37 |
|
|
2021
Q3 | $12.5M | Buy |
76,276
+1,850
| +2% | +$303K | 0.63% | 32 |
|
|
2021
Q2 | $11.6M | Sell |
74,426
-4,505
| -6% | -$701K | 0.59% | 34 |
|
|
2021
Q1 | $12M | Sell |
78,931
-2,665
| -3% | -$406K | 0.65% | 29 |
|
|
2020
Q4 | $10.4M | Sell |
81,596
-632
| -0.8% | -$80.3K | 0.62% | 35 |
|
|
2020
Q3 | $7.92M | Sell |
82,228
-3,142
| -4% | -$302K | 0.53% | 47 |
|
|
2020
Q2 | $8.03M | Buy |
85,370
+3,395
| +4% | +$319K | 0.58% | 40 |
|
|
2020
Q1 | $7.38M | Buy |
81,975
+10,203
| +14% | +$919K | 0.63% | 29 |
|
|
2019
Q4 | $10M | Buy |
71,772
+4,026
| +6% | +$561K | 0.7% | 22 |
|
|
2019
Q3 | $7.97M | Buy |
67,746
+1,829
| +3% | +$215K | 0.62% | 26 |
|
|
2019
Q2 | $7.37M | Buy |
65,917
+15,162
| +30% | +$1.7M | 0.62% | 32 |
|
|
2019
Q1 | $5.14M | Buy |
50,755
+6,294
| +14% | +$637K | 0.47% | 43 |
|
|
2018
Q4 | $4.34M | Buy |
44,461
+4,962
| +13% | +$484K | 0.45% | 53 |
|
|
2018
Q3 | $4.46M | Sell |
39,499
-969
| -2% | -$109K | 0.42% | 53 |
|
|
2018
Q2 | $4.22M | Sell |
40,468
-5,544
| -12% | -$578K | 0.42% | 56 |
|
|
2018
Q1 | $5.06M | Buy |
46,012
+9,588
| +26% | +$1.05M | 0.51% | 42 |
|
|
2017
Q4 | $3.9M | Buy |
36,424
+6,843
| +23% | +$732K | 0.41% | 57 |
|
|
2017
Q3 | $2.83M | Buy |
29,581
+5,793
| +24% | +$553K | 0.34% | 76 |
|
|
2017
Q2 | $2.17M | Buy |
23,788
+3,451
| +17% | +$315K | 0.28% | 89 |
|
|
2017
Q1 | $1.79M | Buy |
20,337
+2,073
| +11% | +$182K | 0.26% | 89 |
|
|
2016
Q4 | $1.58M | Buy |
18,264
+4,629
| +34% | +$399K | 0.26% | 95 |
|
|
2016
Q3 | $908K | Buy |
13,635
+6,092
| +81% | +$406K | 0.16% | 138 |
|
|
2016
Q2 | $469K | Buy |
7,543
+417
| +6% | +$25.9K | 0.09% | 215 |
|
|
2016
Q1 | $422K | Buy |
7,126
+2,979
| +72% | +$176K | 0.09% | 214 |
|
|
2015
Q4 | $274K | Buy |
4,147
+451
| +12% | +$29.8K | 0.06% | 267 |
|
|
2015
Q3 | $225K | Sell |
3,696
-4,492
| -55% | -$273K | 0.05% | 288 |
|
|
2015
Q2 | $555K | Sell |
8,188
-246
| -3% | -$16.7K | 0.11% | 189 |
|
|
2015
Q1 | $511K | Buy |
8,434
+6,066
| +256% | +$368K | 0.11% | 192 |
|
|
2014
Q4 | $148K | Sell |
2,368
-339
| -13% | -$21.2K | 0.03% | 339 |
|
|
2014
Q3 | $163K | Buy |
2,707
+146
| +6% | +$8.79K | 0.04% | 328 |
|
|
2014
Q2 | $148K | Sell |
2,561
-2,368
| -48% | -$137K | 0.04% | 332 |
|
|
2014
Q1 | $299K | Buy |
4,929
+1,700
| +53% | +$103K | 0.08% | 219 |
|
|
2013
Q4 | $189K | Buy |
3,229
+2,216
| +219% | +$130K | 0.06% | 255 |
|
|
2013
Q3 | $52K | Buy |
1,013
+200
| +25% | +$10.3K | 0.02% | 398 |
|
|
2013
Q2 | $43K | Buy |
+813
| New | +$43K | 0.02% | 384 |
|