BCFD
Boit C.F. David’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Hold |
14,751
| – | – | 2.06% | 20 |
|
|
2025
Q1 | $3.62M | Sell |
14,751
-300
| -2% | -$73.6K | 1.82% | 21 |
|
|
2024
Q4 | $3.61M | Hold |
15,051
| – | – | 1.47% | 21 |
|
|
2024
Q3 | $3.12M | Hold |
15,051
| – | – | 1.55% | 23 |
|
|
2024
Q2 | $3.04M | Sell |
15,051
-1,578
| -9% | -$319K | 1.59% | 24 |
|
|
2024
Q1 | $3.19M | Hold |
16,629
| – | – | 1.74% | 22 |
|
|
2023
Q4 | $2.85M | Buy |
16,629
+2,492
| +18% | +$427K | 1.61% | 22 |
|
|
2023
Q3 | $2.03M | Hold |
14,137
| – | – | 1.39% | 23 |
|
|
2023
Q2 | $2.06M | Hold |
14,137
| – | – | 1.36% | 23 |
|
|
2023
Q1 | $2M | Hold |
14,137
| – | – | 1.36% | 22 |
|
|
2022
Q4 | $1.9M | Hold |
14,137
| – | – | 1.35% | 24 |
|
|
2022
Q3 | $1.48M | Buy |
+14,137
| New | +$1.48M | 1.2% | 26 |
|
|
2022
Q1 | $1.93M | Sell |
14,137
-1,192
| -8% | -$162K | 1.27% | 27 |
|
|
2021
Q4 | $2.43M | Hold |
15,329
| – | – | 1.54% | 26 |
|
|
2021
Q3 | $2.56M | Hold |
15,329
| – | – | 1.76% | 22 |
|
|
2021
Q2 | $2.38M | Buy |
+15,329
| New | +$2.38M | 1.82% | 20 |
|