AAF Wealth Management’s JPMorgan Chase JPM Stock Holding History

AAF Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$287K	Sell
2025 Q1	$262K	Sell
2024 Q4	$265K	Buy
2024 Q3	$209K	Sell
2024 Q2	$208K	Sell
2024 Q1	$228K	Sell
2023 Q4	$223K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Sell
2023 Q1	$233K	Buy