JWA
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JFS Wealth Advisors’s BHP BHP Stock Holding History

JFS Wealth Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.8K Buy
814
+13
+2% +$1.08K ﹤0.01% 490
2026
Q1 		$58.3K Hold
801
– – ﹤0.01% 489
2025
Q4 		$48.4K Buy
801
+105
+15% +$5.97K ﹤0.01% 526
2025
Q3 		$38.8K Buy
696
+284
+69% +$15.1K ﹤0.01% 557
2025
Q2 		$19.8K Sell
412
-798
-66% -$38.4K ﹤0.01% 663
2025
Q1 		$58.7K Sell
1,210
-35
-3% -$1.74K ﹤0.01% 444
2024
Q4 		$60.8K Hold
1,245
– – ﹤0.01% 428
2024
Q3 		$77.3K Sell
1,245
-38
-3% -$2.1K 0.01% 400
2024
Q2 		$73.2K Sell
1,283
-10
-0.8% -$581 0.01% 368
2024
Q1 		$74.6K Sell
1,293
-72
-5% -$4.31K 0.01% 368
2023
Q4 		$93.2K Buy
1,365
+95
+7% +$5.73K 0.01% 315
2023
Q3 		$72.2K Sell
1,270
-44
-3% -$2.57K 0.01% 326
2023
Q2 		$78.4K Sell
1,314
-33
-2% -$1.97K 0.01% 307
2023
Q1 		$85.4K Hold
1,347
– – 0.01% 297
2022
Q4 		$83.6K Buy
1,347
+1,192
+769% +$67K 0.01% 300
2022
Q3 		$8K Sell
155
-1,413
-90% -$74.8K ﹤0.01% 790
2022
Q2 		$88K Buy
+1,568
New +$97.4K 0.01% 296

Other funds holding BHP

KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return