AFS
Access Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Hold |
6,624
| – | – | 0.73% | 22 |
|
|
2025
Q1 | $1.62M | Sell |
6,624
-730
| -10% | -$179K | 0.65% | 31 |
|
|
2024
Q4 | $1.76M | Sell |
7,354
-105
| -1% | -$25.2K | 0.79% | 27 |
|
|
2024
Q3 | $1.57M | Buy |
7,459
+216
| +3% | +$45.5K | 0.72% | 33 |
|
|
2024
Q2 | $1.46M | Sell |
7,243
-1,013
| -12% | -$205K | 0.67% | 39 |
|
|
2024
Q1 | $1.65M | Hold |
8,256
| – | – | 0.74% | 31 |
|
|
2023
Q4 | $1.4M | Sell |
8,256
-945
| -10% | -$161K | 0.72% | 44 |
|
|
2023
Q3 | $1.33M | Hold |
9,201
| – | – | 0.8% | 40 |
|
|
2023
Q2 | $1.34M | Sell |
9,201
-40
| -0.4% | -$5.82K | 0.78% | 41 |
|
|
2023
Q1 | $1.2M | Sell |
9,241
-1,908
| -17% | -$249K | 0.73% | 43 |
|
|
2022
Q4 | $1.5M | Sell |
11,149
-2,075
| -16% | -$278K | 0.91% | 28 |
|
|
2022
Q3 | $1.38M | Buy |
13,224
+597
| +5% | +$62.4K | 0.89% | 24 |
|
|
2022
Q2 | $1.42M | Sell |
12,627
-1,001
| -7% | -$113K | 0.81% | 31 |
|
|
2022
Q1 | $1.86M | Sell |
13,628
-880
| -6% | -$120K | 0.88% | 24 |
|
|
2021
Q4 | $2.3M | Buy |
14,508
+143
| +1% | +$22.6K | 1.03% | 16 |
|
|
2021
Q3 | $2.35M | Buy |
14,365
+1,518
| +12% | +$248K | 1.06% | 17 |
|
|
2021
Q2 | $2M | Sell |
12,847
-4,518
| -26% | -$703K | 0.93% | 30 |
|
|
2021
Q1 | $2.64M | Buy |
17,365
+1,892
| +12% | +$288K | 1.24% | 12 |
|
|
2020
Q4 | $1.97M | Sell |
15,473
-1,020
| -6% | -$130K | 0.96% | 28 |
|
|
2020
Q3 | $1.59M | Buy |
16,493
+117
| +0.7% | +$11.3K | 0.86% | 34 |
|
|
2020
Q2 | $1.54M | Sell |
16,376
-290
| -2% | -$27.3K | 1.01% | 29 |
|
|
2020
Q1 | $1.5M | Sell |
16,666
-2,287
| -12% | -$206K | 1.2% | 21 |
|
|
2019
Q4 | $2.64M | Sell |
18,953
-145
| -0.8% | -$20.2K | 1.53% | 11 |
|
|
2019
Q3 | $2.25M | Buy |
19,098
+90
| +0.5% | +$10.6K | 1.6% | 12 |
|
|
2019
Q2 | $2.13M | Buy |
19,008
+2,110
| +12% | +$236K | 1.62% | 13 |
|
|
2019
Q1 | $1.71M | Buy |
16,898
+11,845
| +234% | +$1.2M | 1.35% | 19 |
|
|
2018
Q4 | $493K | Buy |
+5,053
| New | +$493K | 0.44% | 49 |
|