BFA
Brendel Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
12,891
-475
| -4% | -$138K | 2.09% | 12 |
|
|
2025
Q1 | $3.28M | Sell |
13,366
-8
| -0.1% | -$1.96K | 1.99% | 16 |
|
|
2024
Q4 | $3.21M | Sell |
13,374
-9
| -0.1% | -$2.16K | 1.94% | 21 |
|
|
2024
Q3 | $2.82M | Sell |
13,383
-55
| -0.4% | -$11.6K | 1.6% | 26 |
|
|
2024
Q2 | $2.72M | Sell |
13,438
-10
| -0.1% | -$2.02K | 1.73% | 28 |
|
|
2024
Q1 | $2.69M | Hold |
13,448
| – | – | 3.08% | 14 |
|
|
2023
Q4 | $2.29M | Sell |
13,448
-17
| -0.1% | -$2.89K | 1.5% | 28 |
|
|
2023
Q3 | $1.95M | Sell |
13,465
-138
| -1% | -$20K | 2.9% | 13 |
|
|
2023
Q2 | $1.98M | Sell |
13,603
-262
| -2% | -$38.1K | 2.98% | 16 |
|
|
2023
Q1 | $1.81M | Sell |
13,865
-113
| -0.8% | -$14.7K | 1.34% | 32 |
|
|
2022
Q4 | $1.87M | Buy |
13,978
+152
| +1% | +$20.4K | 3.76% | 13 |
|
|
2022
Q3 | $1.45M | Sell |
13,826
-1,187
| -8% | -$124K | 3.43% | 13 |
|
|
2022
Q2 | $1.69M | Buy |
15,013
+9
| +0.1% | +$1.01K | 1.47% | 28 |
|
|
2022
Q1 | $2.05M | Sell |
15,004
-62
| -0.4% | -$8.45K | 1.11% | 36 |
|
|
2021
Q4 | $2.39M | Buy |
15,066
+79
| +0.5% | +$12.5K | 1.24% | 34 |
|
|
2021
Q3 | $2.45M | Buy |
14,987
+7
| +0% | +$1.15K | 2.93% | 12 |
|
|
2021
Q2 | $2.33M | Sell |
14,980
-6,925
| -32% | -$1.08M | 1.28% | 27 |
|
|
2021
Q1 | $3.34M | Hold |
21,905
| – | – | 2.23% | 15 |
|
|
2020
Q4 | $2.78M | Hold |
21,905
| – | – | 1.89% | 25 |
|
|
2020
Q3 | $2.11M | Sell |
21,905
-32
| -0.1% | -$3.08K | 1.69% | 27 |
|
|
2020
Q2 | $2.06M | Hold |
21,937
| – | – | 1.78% | 25 |
|
|
2020
Q1 | $1.98M | Hold |
21,937
| – | – | 2.33% | 16 |
|
|
2019
Q4 | $3.06M | Hold |
21,937
| – | – | 2.6% | 8 |
|
|
2019
Q3 | $2.58M | Hold |
21,937
| – | – | 2.32% | 11 |
|
|
2019
Q2 | $2.45M | Hold |
21,937
| – | – | 2.37% | 11 |
|
|
2019
Q1 | $2.22M | Hold |
21,937
| – | – | 1.99% | 19 |
|
|
2018
Q4 | $2.14M | Buy |
+21,937
| New | +$2.14M | 2.46% | 8 |
|