AAFMAA Wealth Management & Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,000
| Closed | -$5.06M | – | 73 |
|
|
2024
Q2 | $5.06M | Hold |
25,000
| – | – | 2.49% | 7 |
|
|
2024
Q1 | $5.01M | Sell |
25,000
-2,240
| -8% | -$449K | 2.73% | 8 |
|
|
2023
Q4 | $4.63M | Sell |
27,240
-243
| -0.9% | -$41.3K | 2.63% | 13 |
|
|
2023
Q3 | $3.99M | Sell |
27,483
-184
| -0.7% | -$26.7K | 3.7% | 9 |
|
|
2023
Q2 | $4.02M | Sell |
27,667
-25,778
| -48% | -$3.75M | 3.32% | 10 |
|
|
2023
Q1 | $6.96M | Buy |
53,445
+24,911
| +87% | +$3.25M | 5.59% | 1 |
|
|
2022
Q4 | $3.83M | Sell |
28,534
-274
| -1% | -$36.7K | 3.45% | 6 |
|
|
2022
Q3 | $3.01M | Buy |
28,808
+234
| +0.8% | +$24.4K | 2.22% | 16 |
|
|
2022
Q2 | $3.22M | Sell |
28,574
-1,617
| -5% | -$182K | 2.17% | 23 |
|
|
2022
Q1 | $4.12M | Buy |
30,191
+25,060
| +488% | +$3.42M | 1.9% | 25 |
|
|
2021
Q4 | $812K | Buy |
5,131
+81
| +2% | +$12.8K | 0.35% | 50 |
|
|
2021
Q3 | $827K | Sell |
5,050
-24,622
| -83% | -$4.03M | 0.39% | 51 |
|
|
2021
Q2 | $4.62M | Buy |
29,672
+10,941
| +58% | +$1.7M | 2.12% | 15 |
|
|
2021
Q1 | $2.85M | Sell |
18,731
-15,731
| -46% | -$2.39M | 1.37% | 32 |
|
|
2020
Q4 | $4.38M | Buy |
+34,462
| New | +$4.38M | 2.12% | 23 |
|