Affinia Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,830
| Closed | -$258K | – | 37 |
|
|
2023
Q1 | $258K | Buy |
+1,830
| New | +$258K | 0.19% | 28 |
|
|
2022
Q4 | – | Sell |
-2,192
| Closed | -$227K | – | 33 |
|
|
2022
Q3 | $227K | Sell |
2,192
-48
| -2% | -$4.97K | 0.26% | 25 |
|
|
2022
Q2 | $256K | Buy |
2,240
+7
| +0.3% | +$800 | 0.22% | 26 |
|
|
2022
Q1 | $294K | Sell |
2,233
-72
| -3% | -$9.48K | 0.23% | 22 |
|
|
2021
Q4 | $349K | Sell |
2,305
-286
| -11% | -$43.3K | 0.23% | 21 |
|
|
2021
Q3 | $443K | Sell |
2,591
-54
| -2% | -$9.23K | 0.28% | 19 |
|
|
2021
Q2 | $401K | Sell |
2,645
-85
| -3% | -$12.9K | 0.24% | 22 |
|
|
2021
Q1 | $439K | Buy |
+2,730
| New | +$439K | 0.27% | 16 |
|
|
2020
Q1 | – | Sell |
-2,063
| Closed | -$288K | – | 23 |
|
|
2019
Q4 | $288K | Buy |
+2,063
| New | +$288K | 0.19% | 15 |
|