Affiance Financial’s JPMorgan Chase JPM Stock Holding History

Affiance Financial’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.45M	Buy	8,445 +205	+2%	+$59.4K	0.5%	28
2025 Q1	$2.02M	Hold	8,240	–	–	0.47%	30
2024 Q4	$1.98M	Buy	8,240 +725	+10%	+$174K	0.47%	30
2024 Q3	$1.58M	Buy	7,515 +67	+0.9%	+$14.1K	0.38%	38
2024 Q2	$1.51M	Buy	7,448 +300	+4%	+$60.7K	0.39%	40
2024 Q1	$1.43M	Hold	7,148	–	–	0.39%	37
2023 Q4	$1.22M	Hold	7,148	–	–	0.35%	44
2023 Q3	$1.04M	Sell	7,148 -40	-0.6%	-$5.8K	0.53%	44
2023 Q2	$1.05M	Buy	7,188 +52	+0.7%	+$7.56K	0.51%	47
2023 Q1	$930K	Buy	7,136 +60	+0.8%	+$7.82K	0.49%	48
2022 Q4	$949K	Buy	7,076 +97	+1%	+$13K	0.38%	45
2022 Q3	$729K	Hold	6,979	–	–	0.41%	35
2022 Q2	$786K	Hold	6,979	–	–	0.42%	39
2022 Q1	$951K	Hold	6,979	–	–	0.46%	36
2021 Q4	$1.11M	Hold	6,979	–	–	0.46%	39
2021 Q3	$1.14M	Sell	6,979 -12	-0.2%	-$1.96K	0.5%	37
2021 Q2	$1.09M	Buy	6,991 +12	+0.2%	+$1.87K	0.46%	39
2021 Q1	$1.06M	Hold	6,979	–	–	0.47%	40
2020 Q4	$887K	Hold	6,979	–	–	0.46%	39
2020 Q3	$672K	Hold	6,979	–	–	0.39%	44
2020 Q2	$656K	Hold	6,979	–	–	0.36%	43
2020 Q1	$628K	Hold	6,979	–	–	0.43%	40
2019 Q4	$973K	Hold	6,979	–	–	0.54%	33
2019 Q3	$821K	Hold	6,979	–	–	0.5%	38
2019 Q2	$780K	Hold	6,979	–	–	0.48%	41
2019 Q1	$706K	Hold	6,979	–	–	0.44%	44
2018 Q4	$681K	Hold	6,979	–	–	0.45%	50
2018 Q3	$788K	Sell	6,979 -75	-1%	-$8.47K	0.52%	40
2018 Q2	$735K	Buy	7,054 +150	+2%	+$15.6K	0.56%	35
2018 Q1	$759K	Sell	6,904 -141	-2%	-$15.5K	0.67%	28
2017 Q4	$753K	Buy	7,045 +43	+0.6%	+$4.6K	0.56%	31
2017 Q3	$669K	Buy	7,002 +75	+1%	+$7.17K	0.54%	32
2017 Q2	$633K	Sell	6,927 -5	-0.1%	-$457	0.5%	34
2017 Q1	$609K	Hold	6,932	–	–	0.47%	35
2016 Q4	$598K	Sell	6,932 -272	-4%	-$23.5K	0.48%	37
2016 Q3	$480K	Buy	7,204 +272	+4%	+$18.1K	0.39%	40
2016 Q2	$431K	Hold	6,932	–	–	0.36%	49
2016 Q1	$411K	Hold	6,932	–	–	0.39%	50
2015 Q4	$458K	Buy	6,932 +55	+0.8%	+$3.63K	0.47%	46
2015 Q3	$419K	Buy	6,877 +20	+0.3%	+$1.22K	0.53%	47
2015 Q2	$465K	Hold	6,857	–	–	0.59%	49
2015 Q1	$415K	Sell	6,857 -251	-4%	-$15.2K	0.63%	45
2014 Q4	$445K	Buy	+7,108	New	+$445K	0.78%	32