Affiance Financial’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
Q3 | $2.71M | Buy |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $2.02M | Hold |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.43M | Hold |
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|
2023
Q4 | $1.22M | Hold |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $930K | Buy |
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|
2022
Q4 | $949K | Buy |
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|
2022
Q3 | $729K | Hold |
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|
2022
Q2 | $786K | Hold |
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|
2022
Q1 | $951K | Hold |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.06M | Hold |
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|
2020
Q4 | $887K | Hold |
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|
2020
Q3 | $672K | Hold |
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|
2020
Q2 | $656K | Hold |
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|
2020
Q1 | $628K | Hold |
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|
2019
Q4 | $973K | Hold |
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|
2019
Q3 | $821K | Hold |
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|
2019
Q2 | $780K | Hold |
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|
2019
Q1 | $706K | Hold |
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|
2018
Q4 | $681K | Hold |
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|
2018
Q3 | $788K | Sell |
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|
2018
Q2 | $735K | Buy |
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|
2018
Q1 | $759K | Sell |
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|
2017
Q4 | $753K | Buy |
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|
2017
Q3 | $669K | Buy |
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|
2017
Q2 | $633K | Sell |
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|
2017
Q1 | $609K | Hold |
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|
2016
Q4 | $598K | Sell |
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|
2016
Q3 | $480K | Buy |
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|
2016
Q2 | $431K | Hold |
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|
2016
Q1 | $411K | Hold |
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|
2015
Q4 | $458K | Buy |
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|
2015
Q3 | $419K | Buy |
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|
2015
Q2 | $465K | Hold |
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|
2015
Q1 | $415K | Sell |
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|
2014
Q4 | $445K | Buy |
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