Bank of America Corporation shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $735k | 19k | 39.68 |
| 2024-06-30 | $244k | 6.1k | 39.77 |
| 2024-03-31 | $254k | 6.7k | 37.92 |
| 2023-12-31 | $209k | 6.2k | 33.67 |
| 2023-09-30 | $174k | 6.4k | 27.38 |
| 2023-06-30 | $175k | 6.1k | 28.69 |
| 2023-03-31 | $152k | 5.3k | 28.60 |
| 2022-12-31 | $244k | 7.4k | 33.12 |
| 2022-09-30 | $231k | 7.7k | 30.19 |
| 2022-06-30 | $241k | 7.7k | 31.18 |
| 2022-03-31 | $514k | 13k | 41.24 |
| 2021-12-31 | $441k | 9.9k | 44.46 |
| 2021-09-30 | $407k | 9.6k | 42.50 |
| 2021-06-30 | $337k | 8.2k | 41.23 |
| 2021-03-31 | $419k | 11k | 38.72 |
| 2020-12-31 | $258k | 8.5k | 30.25 |
| 2020-09-30 | $205k | 8.5k | 24.04 |
| 2020-06-30 | $184k | 7.7k | 23.81 |
| 2020-03-31 | $31k | 1.5k | 21.00 |
| 2019-12-31 | $375k | 11k | 35.18 |
| 2019-09-30 | $287k | 9.8k | 29.15 |
| 2019-06-30 | $62k | 2.2k | 28.77 |
| 2019-03-31 | $59k | 2.2k | 27.38 |
| 2018-12-31 | $53k | 2.2k | 24.59 |
| 2018-09-30 | $69k | 2.4k | 29.30 |
| 2018-06-30 | $68k | 2.4k | 28.05 |
| 2018-03-31 | $88k | 2.9k | 29.96 |
| 2017-12-31 | $244k | 8.3k | 29.47 |
| 2017-09-30 | $283k | 11k | 25.38 |
| 2017-06-30 | $270k | 11k | 24.27 |
| 2017-03-31 | $265k | 12k | 22.14 |
| 2016-12-31 | $265k | 12k | 22.14 |
| 2016-09-30 | $277k | 18k | 15.63 |
| 2016-06-30 | $416k | 31k | 13.28 |
| 2016-03-31 | $491k | 36k | 13.51 |
| 2015-09-30 | $196k | 13k | 15.57 |
| 2015-06-30 | $311k | 18k | 17.01 |
| 2015-03-31 | $368k | 24k | 15.37 |
| 2014-12-31 | $410k | 23k | 17.89 |
| 2014-09-30 | $373k | 22k | 17.06 |
| 2014-06-30 | $398k | 26k | 15.38 |
| 2014-03-31 | $452k | 26k | 17.20 |
| 2013-12-31 | $427k | 27k | 15.56 |
| 2013-09-30 | $387k | 28k | 13.81 |
| 2013-06-30 | $365k | 28k | 12.86 |
| 2013-03-31 | $303k | 25k | 12.19 |