Affinia Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $227K | Sell |
|
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $401K | Sell |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $288K | Buy |
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