BFSG LLC’s JPMorgan Chase JPM Stock Holding History

BFSG LLC’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.37M	Sell	25,436 -210	-0.8%	-$60.9K	0.82%	32
2025 Q1	$6.29M	Sell	25,646 -1,576	-6%	-$387K	0.77%	36
2024 Q4	$6.53M	Sell	27,222 -1,721	-6%	-$413K	0.76%	36
2024 Q3	$6.1M	Sell	28,943 -496	-2%	-$105K	0.71%	46
2024 Q2	$5.95M	Sell	29,439 -205	-0.7%	-$41.5K	0.75%	39
2024 Q1	$5.94M	Sell	29,644 -1,296	-4%	-$260K	0.78%	38
2023 Q4	$5.26M	Sell	30,940 -94	-0.3%	-$16K	0.77%	41
2023 Q3	$4.5M	Buy	31,034 +3,842	+14%	+$557K	0.73%	46
2023 Q2	$3.96M	Buy	27,192 +342	+1%	+$49.7K	0.67%	50
2023 Q1	$3.5M	Buy	26,850 +390	+1%	+$50.8K	0.65%	56
2022 Q4	$3.55M	Sell	26,460 -520	-2%	-$69.7K	0.71%	46
2022 Q3	$2.82M	Sell	26,980 -18	-0.1%	-$1.88K	0.6%	62
2022 Q2	$3.04M	Buy	26,998 +1,534	+6%	+$173K	0.55%	68
2022 Q1	$3.47M	Sell	25,464 -534	-2%	-$72.8K	0.55%	62
2021 Q4	$4.12M	Buy	25,998 +1,798	+7%	+$285K	0.57%	59
2021 Q3	$3.96M	Buy	24,200 +220	+0.9%	+$36K	0.6%	54
2021 Q2	$3.73M	Buy	23,980 +950	+4%	+$148K	0.67%	52
2021 Q1	$3.51M	Buy	23,030 +2,832	+14%	+$431K	0.57%	56
2020 Q4	$2.57M	Buy	20,198 +215	+1%	+$27.3K	0.43%	76
2020 Q3	$1.92M	Buy	19,983 +1,142	+6%	+$110K	0.36%	79
2020 Q2	$1.77M	Buy	18,841 +1,068	+6%	+$100K	0.38%	76
2020 Q1	$1.6M	Buy	17,773 +584	+3%	+$52.6K	0.41%	74
2019 Q4	$2.4M	Buy	17,189 +580	+3%	+$80.8K	0.45%	71
2019 Q3	$1.95M	Sell	16,609 -118	-0.7%	-$13.9K	0.43%	70
2019 Q2	$1.87M	Buy	16,727 +985	+6%	+$110K	0.73%	42
2019 Q1	$1.59M	Buy	15,742 +150	+1%	+$15.2K	0.6%	54
2018 Q4	$1.52M	Buy	15,592 +182	+1%	+$17.8K	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%	+$453K	0.66%	57
2018 Q1	$1.1M	Buy	10,035 +1,046	+12%	+$115K	0.49%	65
2017 Q4	$961K	Sell	8,989 -465	-5%	-$49.7K	0.41%	69
2017 Q3	$903K	Sell	9,454 -100	-1%	-$9.55K	0.41%	68
2017 Q2	$873K	Sell	9,554 -315	-3%	-$28.8K	0.43%	70
2017 Q1	$867K	Buy	+9,869	New	+$867K	0.44%	72