Affinity Capital Advisors’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 | $1.21M | Sell |
|
|||||
|
2025
Q2 | $1.23M | Sell |
|
|||||
|
2025
Q1 | $1.01M | Buy |
|
|||||
|
2024
Q4 | $984K | Buy |
|
|||||
|
2024
Q3 | $826K | Sell |
|
|||||
|
2024
Q2 | $870K | Sell |
|
|||||
|
2024
Q1 | $863K | Buy |
|
|||||
|
2023
Q4 | $714K | Sell |
|
|||||
|
2023
Q3 | $653K | Buy |
|
|||||
|
2023
Q2 | $610K | Buy |
|
|||||
|
2023
Q1 | $545K | Sell |
|
|||||
|
2022
Q4 | $571K | Sell |
|
|||||
|
2022
Q3 | $453K | Buy |
|
|||||
|
2022
Q2 | $488K | Sell |
|
|||||
|
2022
Q1 | $603K | Buy |
|
|||||
|
2021
Q4 | $698K | Sell |
|
|||||
|
2021
Q3 | $733K | Sell |
|
|||||
|
2021
Q2 | $759K | Sell |
|
|||||
|
2021
Q1 | $774K | Buy |
|
|||||
|
2020
Q4 | $645K | Sell |
|
|||||
|
2020
Q3 | $554K | Sell |
|
|||||
|
2020
Q2 | $674K | Sell |
|
|||||
|
2020
Q1 | $684K | Sell |
|
|||||
|
2019
Q4 | $1.12M | Buy |
|