AFA
AA Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
9,703
-961
| -9% | -$279K | 0.61% | 39 |
|
|
2025
Q1 | $2.62M | Buy |
10,664
+601
| +6% | +$147K | 0.64% | 40 |
|
|
2024
Q4 | $2.41M | Buy |
10,063
+300
| +3% | +$71.9K | 0.64% | 41 |
|
|
2024
Q3 | $2.06M | Buy |
9,763
+1,028
| +12% | +$217K | 0.6% | 42 |
|
|
2024
Q2 | $1.77M | Sell |
8,735
-455
| -5% | -$92K | 0.62% | 40 |
|
|
2024
Q1 | $1.84M | Buy |
+9,190
| New | +$1.84M | 0.74% | 39 |
|