BFSG LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.75M | Buy |
26,343
+478
| +2% | +$145K | 0.73% | 35 |
|
|
2025
Q4 | $8.33M | Sell |
25,865
-86
| -0.3% | -$26.6K | 0.81% | 25 |
|
|
2025
Q3 | $8.19M | Buy |
25,951
+515
| +2% | +$153K | 0.79% | 32 |
|
|
2025
Q2 | $7.37M | Sell |
25,436
-210
| -0.8% | -$53.6K | 0.82% | 32 |
|
|
2025
Q1 | $6.29M | Sell |
25,646
-1,576
| -6% | -$402K | 0.77% | 36 |
|
|
2024
Q4 | $6.53M | Sell |
27,222
-1,721
| -6% | -$401K | 0.76% | 36 |
|
|
2024
Q3 | $6.1M | Sell |
28,943
-496
| -2% | -$104K | 0.71% | 46 |
|
|
2024
Q2 | $5.95M | Sell |
29,439
-205
| -0.7% | -$40.1K | 0.75% | 39 |
|
|
2024
Q1 | $5.94M | Sell |
29,644
-1,296
| -4% | -$234K | 0.78% | 38 |
|
|
2023
Q4 | $5.26M | Sell |
30,940
-94
| -0.3% | -$14.2K | 0.77% | 41 |
|
|
2023
Q3 | $4.5M | Buy |
31,034
+3,842
| +14% | +$576K | 0.73% | 46 |
|
|
2023
Q2 | $3.96M | Buy |
27,192
+342
| +1% | +$47K | 0.67% | 50 |
|
|
2023
Q1 | $3.5M | Buy |
26,850
+390
| +1% | +$53.4K | 0.65% | 56 |
|
|
2022
Q4 | $3.55M | Sell |
26,460
-520
| -2% | -$65.9K | 0.71% | 46 |
|
|
2022
Q3 | $2.82M | Sell |
26,980
-18
| -0.1% | -$2.07K | 0.6% | 62 |
|
|
2022
Q2 | $3.04M | Buy |
26,998
+1,534
| +6% | +$190K | 0.55% | 68 |
|
|
2022
Q1 | $3.47M | Sell |
25,464
-534
| -2% | -$78.8K | 0.55% | 62 |
|
|
2021
Q4 | $4.12M | Buy |
25,998
+1,798
| +7% | +$295K | 0.57% | 59 |
|
|
2021
Q3 | $3.96M | Buy |
24,200
+220
| +0.9% | +$34.5K | 0.6% | 54 |
|
|
2021
Q2 | $3.73M | Buy |
23,980
+950
| +4% | +$149K | 0.67% | 52 |
|
|
2021
Q1 | $3.51M | Buy |
23,030
+2,832
| +14% | +$407K | 0.57% | 56 |
|
|
2020
Q4 | $2.57M | Buy |
20,198
+215
| +1% | +$24K | 0.43% | 76 |
|
|
2020
Q3 | $1.92M | Buy |
19,983
+1,142
| +6% | +$112K | 0.36% | 79 |
|
|
2020
Q2 | $1.77M | Buy |
18,841
+1,068
| +6% | +$101K | 0.38% | 76 |
|
|
2020
Q1 | $1.6M | Buy |
17,773
+584
| +3% | +$71K | 0.41% | 74 |
|
|
2019
Q4 | $2.4M | Buy |
17,189
+580
| +3% | +$74.4K | 0.45% | 71 |
|
|
2019
Q3 | $1.95M | Sell |
16,609
-118
| -0.7% | -$13.3K | 0.43% | 70 |
|
|
2019
Q2 | $1.87M | Buy |
16,727
+985
| +6% | +$109K | 0.73% | 42 |
|
|
2019
Q1 | $1.59M | Buy |
15,742
+150
| +1% | +$15.5K | 0.6% | 54 |
|
|
2018
Q4 | $1.52M | Buy |
15,592
+182
| +1% | +$19.4K | 0.69% | 54 |
|
|
2018
Q3 | $1.74M | Buy |
15,410
+1,026
| +7% | +$116K | 0.73% | 51 |
|
|
2018
Q2 | $1.5M | Buy |
14,384
+4,349
| +43% | +$477K | 0.66% | 57 |
|
|
2018
Q1 | $1.1M | Buy |
10,035
+1,046
| +12% | +$118K | 0.49% | 65 |
|
|
2017
Q4 | $961K | Sell |
8,989
-465
| -5% | -$47.1K | 0.41% | 69 |
|
|
2017
Q3 | $903K | Sell |
9,454
-100
| -1% | -$9.22K | 0.41% | 68 |
|
|
2017
Q2 | $873K | Sell |
9,554
-315
| -3% | -$27.2K | 0.43% | 70 |
|
|
2017
Q1 | $867K | Buy |
+9,869
| New | +$871K | 0.44% | 72 |
|
Other funds holding JPM
VCM
VPM
BFSG LLC's JPM Position: Q1 2026 in Review
BFSG LLC increased its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, buying an estimated $145K and bringing the position to 26,343 shares worth $7.75M. The position accounts for 0.73% of the portfolio, ranked #35.
BFSG LLC first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.33M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- BFSG LLC held 26,343 shares of JPMorgan Chase worth $7.75M as of Q1 2026.
- BFSG LLC bought 478 JPMorgan Chase shares in Q1 2026, an estimated $145K.
- JPMorgan Chase made up 0.73% of BFSG LLC's portfolio in Q1 2026, its #35 holding.
- BFSG LLC first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
- BFSG LLC's JPMorgan Chase position peaked at $8.33M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.