BFA
BMS Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $653K | Sell |
4,488
-1,560
| -26% | -$227K | 0.43% | 36 |
|
|
2023
Q1 | $788K | Buy |
6,048
+42
| +0.7% | +$5.47K | 0.54% | 32 |
|
|
2022
Q4 | $805K | Sell |
6,006
-9
| -0.1% | -$1.21K | 0.53% | 29 |
|
|
2022
Q3 | $629K | Sell |
6,015
-175
| -3% | -$18.3K | 0.44% | 40 |
|
|
2022
Q2 | $697K | Buy |
6,190
+326
| +6% | +$36.7K | 0.46% | 33 |
|
|
2022
Q1 | $799K | Buy |
5,864
+245
| +4% | +$33.4K | 0.51% | 34 |
|
|
2021
Q4 | $890K | Buy |
+5,619
| New | +$890K | 0.57% | 28 |
|