ACA
Affinity Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
4,246
-42
| -1% | -$12.2K | 0.21% | 62 |
|
|
2025
Q1 | $1.01M | Buy |
4,288
+242
| +6% | +$57.2K | 0.2% | 60 |
|
|
2024
Q4 | $984K | Buy |
4,046
+129
| +3% | +$31.4K | 0.19% | 63 |
|
|
2024
Q3 | $826K | Sell |
3,917
-383
| -9% | -$80.8K | 0.16% | 71 |
|
|
2024
Q2 | $870K | Sell |
4,300
-10
| -0.2% | -$2.02K | 0.18% | 66 |
|
|
2024
Q1 | $863K | Buy |
4,310
+110
| +3% | +$22K | 0.19% | 68 |
|
|
2023
Q4 | $714K | Sell |
4,200
-300
| -7% | -$51K | 0.17% | 75 |
|
|
2023
Q3 | $653K | Buy |
4,500
+308
| +7% | +$44.7K | 0.18% | 74 |
|
|
2023
Q2 | $610K | Buy |
4,192
+8
| +0.2% | +$1.16K | 0.17% | 70 |
|
|
2023
Q1 | $545K | Sell |
4,184
-76
| -2% | -$9.9K | 0.17% | 72 |
|
|
2022
Q4 | $571K | Sell |
4,260
-79
| -2% | -$10.6K | 0.2% | 60 |
|
|
2022
Q3 | $453K | Buy |
4,339
+8
| +0.2% | +$835 | 0.16% | 65 |
|
|
2022
Q2 | $488K | Sell |
4,331
-89
| -2% | -$10K | 0.17% | 66 |
|
|
2022
Q1 | $603K | Buy |
4,420
+11
| +0.2% | +$1.5K | 0.19% | 59 |
|
|
2021
Q4 | $698K | Sell |
4,409
-69
| -2% | -$10.9K | 0.21% | 62 |
|
|
2021
Q3 | $733K | Sell |
4,478
-399
| -8% | -$65.3K | 0.25% | 59 |
|
|
2021
Q2 | $759K | Sell |
4,877
-209
| -4% | -$32.5K | 0.26% | 54 |
|
|
2021
Q1 | $774K | Buy |
5,086
+10
| +0.2% | +$1.52K | 0.28% | 53 |
|
|
2020
Q4 | $645K | Sell |
5,076
-674
| -12% | -$85.6K | 0.26% | 55 |
|
|
2020
Q3 | $554K | Sell |
5,750
-1,413
| -20% | -$136K | 0.31% | 51 |
|
|
2020
Q2 | $674K | Sell |
7,163
-21
| -0.3% | -$1.98K | 0.44% | 43 |
|
|
2020
Q1 | $684K | Sell |
7,184
-819
| -10% | -$78K | 0.5% | 38 |
|
|
2019
Q4 | $1.12M | Buy |
+8,003
| New | +$1.12M | 0.73% | 24 |
|