AWM
Affinity Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
17,856
-11
| -0.1% | -$3.19K | 0.83% | 27 |
|
|
2025
Q1 | $4.38M | Sell |
17,867
-835
| -4% | -$205K | 0.81% | 26 |
|
|
2024
Q4 | $4.48M | Buy |
18,702
+728
| +4% | +$175K | 0.79% | 31 |
|
|
2024
Q3 | $3.79M | Buy |
17,974
+170
| +1% | +$35.8K | 0.67% | 34 |
|
|
2024
Q2 | $3.6M | Buy |
17,804
+144
| +0.8% | +$29.1K | 0.66% | 35 |
|
|
2024
Q1 | $3.54M | Sell |
17,660
-45
| -0.3% | -$9.01K | 0.66% | 39 |
|
|
2023
Q4 | $3.01M | Sell |
17,705
-1,335
| -7% | -$227K | 0.62% | 38 |
|
|
2023
Q3 | $2.76M | Sell |
19,040
-42
| -0.2% | -$6.09K | 0.64% | 40 |
|
|
2023
Q2 | $2.78M | Buy |
19,082
+68
| +0.4% | +$9.89K | 0.64% | 42 |
|
|
2023
Q1 | $2.48M | Buy |
19,014
+885
| +5% | +$115K | 0.58% | 45 |
|
|
2022
Q4 | $2.43M | Buy |
18,129
+26
| +0.1% | +$3.49K | 0.58% | 39 |
|
|
2022
Q3 | $1.89M | Sell |
18,103
-2,732
| -13% | -$286K | 0.47% | 42 |
|
|
2022
Q2 | $2.36M | Buy |
20,835
+448
| +2% | +$50.6K | 0.54% | 41 |
|
|
2022
Q1 | $2.6M | Sell |
20,387
-2,460
| -11% | -$314K | 0.53% | 43 |
|
|
2021
Q4 | $3.43M | Buy |
22,847
+1,596
| +8% | +$240K | 0.71% | 34 |
|
|
2021
Q3 | $3.52M | Sell |
21,251
-571
| -3% | -$94.7K | 0.69% | 31 |
|
|
2021
Q2 | $3.34M | Sell |
21,822
-130
| -0.6% | -$19.9K | 0.66% | 36 |
|
|
2021
Q1 | $3.3M | Buy |
21,952
+3,809
| +21% | +$572K | 0.67% | 32 |
|
|
2020
Q4 | $2.5M | Buy |
18,143
+400
| +2% | +$55.2K | 0.53% | 39 |
|
|
2020
Q3 | $1.78M | Buy |
17,743
+220
| +1% | +$22K | 0.48% | 36 |
|
|
2020
Q2 | $1.69M | Hold |
17,523
| – | – | 2.14% | 21 |
|
|
2020
Q1 | $1.63M | Sell |
17,523
-5,862
| -25% | -$547K | 0.98% | 18 |
|
|
2019
Q4 | $3.26M | Buy |
23,385
+613
| +3% | +$85.5K | 1.21% | 16 |
|
|
2019
Q3 | $2.68M | Buy |
22,772
+1,344
| +6% | +$158K | 1.08% | 17 |
|
|
2019
Q2 | $2.4M | Buy |
21,428
+287
| +1% | +$32.1K | 0.94% | 16 |
|
|
2019
Q1 | $2.14M | Sell |
21,141
-253
| -1% | -$25.6K | 0.85% | 19 |
|
|
2018
Q4 | $2.09M | Buy |
+21,394
| New | +$2.09M | 1.26% | 13 |
|
|
2017
Q3 | $561K | Buy |
5,875
+196
| +3% | +$18.7K | 0.34% | 23 |
|
|
2017
Q2 | $519K | Sell |
5,679
-124
| -2% | -$11.3K | 0.33% | 23 |
|
|
2017
Q1 | $510K | Buy |
5,803
+332
| +6% | +$29.2K | 0.28% | 24 |
|
|
2016
Q4 | $472K | Buy |
5,471
+1
| +0% | +$86 | 0.27% | 28 |
|
|
2016
Q3 | $364K | Hold |
5,470
| – | – | 0.24% | 30 |
|
|
2016
Q2 | $340K | Hold |
5,470
| – | – | 0.23% | 32 |
|
|
2016
Q1 | $324K | Buy |
5,470
+220
| +4% | +$13K | 0.2% | 32 |
|
|
2015
Q4 | $347K | Buy |
5,250
+1,358
| +35% | +$89.8K | 0.23% | 26 |
|
|
2015
Q3 | $237K | Buy |
3,892
+58
| +2% | +$3.53K | 0.24% | 32 |
|
|
2015
Q2 | $259K | Buy |
+3,834
| New | +$259K | 0.17% | 34 |
|