AAF Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
989
-79
| -7% | -$22.9K | 0.13% | 37 |
|
|
2025
Q1 | $262K | Sell |
1,068
-37
| -3% | -$9.08K | 0.14% | 39 |
|
|
2024
Q4 | $265K | Buy |
1,105
+115
| +12% | +$27.6K | 0.13% | 37 |
|
|
2024
Q3 | $209K | Sell |
990
-39
| -4% | -$8.22K | 0.11% | 43 |
|
|
2024
Q2 | $208K | Sell |
1,029
-109
| -10% | -$22K | 0.11% | 42 |
|
|
2024
Q1 | $228K | Sell |
1,138
-172
| -13% | -$34.4K | 0.13% | 38 |
|
|
2023
Q4 | $223K | Buy |
+1,310
| New | +$223K | 0.13% | 38 |
|
|
2023
Q3 | – | Sell |
-1,387
| Closed | -$202K | – | 43 |
|
|
2023
Q2 | $202K | Sell |
1,387
-399
| -22% | -$58K | 0.12% | 44 |
|
|
2023
Q1 | $233K | Buy |
+1,786
| New | +$233K | 0.15% | 36 |
|