JFS Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of America Corporation by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
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