Ownership history in BFSG, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which BFSG, LLC reported a position in J P MORGAN CHASE (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 25,865 | -86 | -0.3% | 0.81% | $8.3M | $320.77 |
| 2025 Q3 | ADDED | 25,951 | +515 | +2.0% | 0.79% | $8.2M | $312.49 |
| 2025 Q2 | REDUCED | 25,436 | -210 | -0.8% | 0.82% | $7.4M | $285.83 |
| 2025 Q1 | REDUCED | 25,646 | -1,576 | -5.8% | 0.77% | $6.3M | $240.37 |
| 2024 Q4 | REDUCED | 27,222 | -1,721 | -5.9% | 0.76% | $6.5M | $233.69 |
| 2024 Q3 | REDUCED | 28,943 | -496 | -1.7% | 0.71% | $6.1M | $204.31 |
| 2024 Q2 | REDUCED | 29,439 | -205 | -0.7% | 0.75% | $6.0M | $194.90 |
| 2024 Q1 | REDUCED | 29,644 | -1,296 | -4.2% | 0.78% | $5.9M | $191.89 |
| 2023 Q4 | REDUCED | 30,940 | -94 | -0.3% | 0.77% | $5.3M | $161.96 |
| 2023 Q3 | ADDED | 31,034 | +3,842 | +14.1% | 0.73% | $4.5M | $137.07 |
As of 2025 Q4 — sorted by position size