AFG Fiduciary Services’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 | $345K | Hold |
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|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $261K | Buy |
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