AAFMAA Wealth Management & Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.07M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $5.06M | Hold |
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|
2024
Q1 | $5.01M | Sell |
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|
2023
Q4 | $4.63M | Sell |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $4.02M | Sell |
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|
2023
Q1 | $6.96M | Buy |
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|
2022
Q4 | $3.83M | Sell |
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|
2022
Q3 | $3.01M | Buy |
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|
2022
Q2 | $3.22M | Sell |
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|
2022
Q1 | $4.12M | Buy |
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|
2021
Q4 | $812K | Buy |
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|
2021
Q3 | $827K | Sell |
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|
2021
Q2 | $4.62M | Buy |
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|
2021
Q1 | $2.85M | Sell |
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|
2020
Q4 | $4.38M | Buy |
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