AIA
Affinity Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Sell |
14,805
-676
| -4% | -$196K | 3.25% | 2 |
|
|
2025
Q1 | $3.8M | Sell |
15,481
-2,765
| -15% | -$678K | 3.09% | 2 |
|
|
2024
Q4 | $4.37M | Sell |
18,246
-7,886
| -30% | -$1.89M | 3.64% | 1 |
|
|
2024
Q3 | $5.51M | Sell |
26,132
-842
| -3% | -$178K | 3.78% | 1 |
|
|
2024
Q2 | $5.46M | Sell |
26,974
-402
| -1% | -$81.3K | 4.1% | 1 |
|
|
2024
Q1 | $5.48M | Sell |
27,376
-302
| -1% | -$60.5K | 4% | 1 |
|
|
2023
Q4 | $4.71M | Buy |
27,678
+2,208
| +9% | +$376K | 3.2% | 2 |
|
|
2023
Q3 | $3.69M | Sell |
25,470
-377
| -1% | -$54.7K | 2.38% | 3 |
|
|
2023
Q2 | $3.76M | Sell |
25,847
-3,094
| -11% | -$450K | 2.18% | 3 |
|
|
2023
Q1 | $3.77M | Buy |
28,941
+6,752
| +30% | +$880K | 2.02% | 3 |
|
|
2022
Q4 | $2.98M | Buy |
22,189
+1,814
| +9% | +$243K | 1.37% | 13 |
|
|
2022
Q3 | $2.13M | Sell |
20,375
-121
| -0.6% | -$12.6K | 1.1% | 24 |
|
|
2022
Q2 | $2.31M | Buy |
20,496
+845
| +4% | +$95.2K | 1.13% | 23 |
|
|
2022
Q1 | $2.68M | Sell |
19,651
-15,171
| -44% | -$2.07M | 1.1% | 24 |
|
|
2021
Q4 | $5.51M | Sell |
34,822
-287
| -0.8% | -$45.4K | 2.21% | 4 |
|
|
2021
Q3 | $5.75M | Buy |
35,109
+1,684
| +5% | +$276K | 2.58% | 3 |
|
|
2021
Q2 | $5.2M | Sell |
33,425
-16,520
| -33% | -$2.57M | 2.35% | 3 |
|
|
2021
Q1 | $7.6M | Sell |
49,945
-498
| -1% | -$75.8K | 2.78% | 3 |
|
|
2020
Q4 | $6.41M | Sell |
50,443
-5,558
| -10% | -$706K | 2.58% | 3 |
|
|
2020
Q3 | $5.39M | Buy |
56,001
+2,890
| +5% | +$278K | 2.37% | 5 |
|
|
2020
Q2 | $5M | Sell |
53,111
-13,105
| -20% | -$1.23M | 2.37% | 4 |
|
|
2020
Q1 | $5.96M | Sell |
66,216
-12,431
| -16% | -$1.12M | 3.04% | 4 |
|
|
2019
Q4 | $11M | Sell |
78,647
-17,807
| -18% | -$2.48M | 3.98% | 2 |
|
|
2019
Q3 | $11.4M | Sell |
96,454
-13,666
| -12% | -$1.61M | 3.56% | 3 |
|
|
2019
Q2 | $12.3M | Sell |
110,120
-56,069
| -34% | -$6.27M | 3.53% | 3 |
|
|
2019
Q1 | $16.8M | Sell |
166,189
-72,640
| -30% | -$7.35M | 3.45% | 1 |
|
|
2018
Q4 | $23.3M | Sell |
238,829
-30,328
| -11% | -$2.96M | 4.08% | 1 |
|
|
2018
Q3 | $30.4M | Buy |
269,157
+43,928
| +20% | +$4.96M | 4% | 1 |
|
|
2018
Q2 | $23.5M | Sell |
225,229
-53,936
| -19% | -$5.62M | 3.32% | 1 |
|
|
2018
Q1 | $30.7M | Sell |
279,165
-9,880
| -3% | -$1.09M | 3.59% | 1 |
|
|
2017
Q4 | $30.9M | Sell |
289,045
-17,111
| -6% | -$1.83M | 3.51% | 1 |
|
|
2017
Q3 | $29.2M | Sell |
306,156
-15,546
| -5% | -$1.48M | 3.39% | 1 |
|
|
2017
Q2 | $29.4M | Sell |
321,702
-105,768
| -25% | -$9.67M | 3.51% | 1 |
|
|
2017
Q1 | $37.5M | Sell |
427,470
-15,769
| -4% | -$1.39M | 3.4% | 1 |
|
|
2016
Q4 | $38.2M | Sell |
443,239
-81,696
| -16% | -$7.05M | 3.6% | 1 |
|
|
2016
Q3 | $35M | Sell |
524,935
-74,469
| -12% | -$4.96M | 2.97% | 2 |
|
|
2016
Q2 | $37.2M | Buy |
599,404
+54,461
| +10% | +$3.38M | 2.75% | 2 |
|
|
2016
Q1 | $32.3M | Sell |
544,943
-179
| -0% | -$10.6K | 2.83% | 2 |
|
|
2015
Q4 | $36M | Sell |
545,122
-3,703
| -0.7% | -$245K | 3.09% | 3 |
|
|
2015
Q3 | $33.5M | Sell |
548,825
-13,890
| -2% | -$847K | 3.05% | 3 |
|
|
2015
Q2 | $38.1M | Sell |
562,715
-51,058
| -8% | -$3.46M | 3.04% | 1 |
|
|
2015
Q1 | $37.2M | Buy |
613,773
+111,449
| +22% | +$6.75M | 2.68% | 2 |
|
|
2014
Q4 | $31.4M | Buy |
502,324
+27,531
| +6% | +$1.72M | 2.91% | 2 |
|
|
2014
Q3 | $28.6M | Sell |
474,793
-27,829
| -6% | -$1.68M | 2.9% | 2 |
|
|
2014
Q2 | $29M | Sell |
502,622
-377
| -0.1% | -$21.7K | 3.28% | 3 |
|
|
2014
Q1 | $30.5M | Buy |
502,999
+3,298
| +0.7% | +$200K | 3.6% | 2 |
|
|
2013
Q4 | $29.2M | Sell |
499,701
-26,300
| -5% | -$1.54M | 3.55% | 1 |
|
|
2013
Q3 | $27.2M | Sell |
526,001
-198,773
| -27% | -$10.3M | 3.52% | 2 |
|
|
2013
Q2 | $38.3M | Buy |
+724,774
| New | +$38.3M | 3.33% | 2 |
|