BDFN
Bond & Devick Financial Network’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Hold |
2,897
| – | – | 0.28% | 60 |
|
|
2025
Q1 | $711K | Buy |
2,897
+462
| +19% | +$113K | 0.26% | 61 |
|
|
2024
Q4 | $513K | Hold |
2,435
| – | – | 0.22% | 83 |
|
|
2024
Q3 | $513K | Sell |
2,435
-100
| -4% | -$21.1K | 0.22% | 83 |
|
|
2024
Q2 | $513K | Sell |
2,535
-200
| -7% | -$40.5K | 0.27% | 69 |
|
|
2024
Q1 | $548K | Sell |
2,735
-168
| -6% | -$33.7K | 0.3% | 69 |
|
|
2023
Q4 | $494K | Sell |
2,903
-20
| -0.7% | -$3.4K | 0.28% | 70 |
|
|
2023
Q3 | $424K | Hold |
2,923
| – | – | 0.27% | 71 |
|
|
2023
Q2 | $425K | Hold |
2,923
| – | – | 0.26% | 74 |
|
|
2023
Q1 | $381K | Buy |
2,923
+175
| +6% | +$22.8K | 0.24% | 80 |
|
|
2022
Q4 | $369K | Hold |
2,748
| – | – | 0.26% | 81 |
|
|
2022
Q3 | $287K | Hold |
2,748
| – | – | 0.24% | 86 |
|
|
2022
Q2 | $309K | Buy |
2,748
+150
| +6% | +$16.9K | 0.27% | 82 |
|
|
2022
Q1 | $354K | Buy |
2,598
+200
| +8% | +$27.3K | 0.28% | 79 |
|
|
2021
Q4 | $380K | Sell |
2,398
-5
| -0.2% | -$792 | 0.29% | 80 |
|
|
2021
Q3 | $393K | Buy |
2,403
+100
| +4% | +$16.4K | 0.33% | 70 |
|
|
2021
Q2 | $358K | Hold |
2,303
| – | – | 0.3% | 73 |
|
|
2021
Q1 | $351K | Buy |
2,303
+68
| +3% | +$10.4K | 0.32% | 72 |
|
|
2020
Q4 | $284K | Buy |
+2,235
| New | +$284K | 0.32% | 74 |
|