AFAS
Acorn Financial Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
1,278
-13
| -1% | -$3.77K | 0.06% | 135 |
|
|
2025
Q1 | $317K | Sell |
1,291
-732
| -36% | -$180K | 0.06% | 140 |
|
|
2024
Q4 | $485K | Hold |
2,023
| – | – | 0.08% | 124 |
|
|
2024
Q3 | $427K | Buy |
2,023
+30
| +2% | +$6.33K | 0.08% | 124 |
|
|
2024
Q2 | $403K | Buy |
1,993
+2
| +0.1% | +$405 | 0.08% | 120 |
|
|
2024
Q1 | $399K | Sell |
1,991
-497
| -20% | -$99.5K | 0.08% | 127 |
|
|
2023
Q4 | $424K | Buy |
2,488
+288
| +13% | +$49.1K | 0.07% | 159 |
|
|
2023
Q3 | $318K | Sell |
2,200
-200
| -8% | -$28.9K | 0.06% | 186 |
|
|
2023
Q2 | $349K | Buy |
2,400
+776
| +48% | +$113K | 0.06% | 174 |
|
|
2023
Q1 | $212K | Sell |
1,624
-17
| -1% | -$2.22K | 0.04% | 216 |
|
|
2022
Q4 | $220K | Buy |
+1,641
| New | +$220K | 0.05% | 203 |
|
|
2021
Q3 | – | Sell |
-2,807
| Closed | -$437K | – | 228 |
|
|
2021
Q2 | $437K | Buy |
2,807
+77
| +3% | +$12K | 0.13% | 157 |
|
|
2021
Q1 | $418K | Sell |
2,730
-283
| -9% | -$43.3K | 0.15% | 139 |
|
|
2020
Q4 | $384K | Buy |
3,013
+43
| +1% | +$5.48K | 0.15% | 150 |
|
|
2020
Q3 | $285K | Sell |
2,970
-9,645
| -76% | -$926K | 0.15% | 164 |
|
|
2020
Q2 | $1.19M | Buy |
12,615
+10,024
| +387% | +$942K | 0.83% | 24 |
|
|
2020
Q1 | $232K | Buy |
2,591
+777
| +43% | +$69.6K | 0.23% | 136 |
|
|
2019
Q4 | $253K | Buy |
+1,814
| New | +$253K | 0.21% | 139 |
|