AFG Fiduciary Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
1,110
| – | – | 0.21% | 61 |
|
|
2025
Q1 | $260K | Sell |
1,110
-20
| -2% | -$4.69K | 0.19% | 63 |
|
|
2024
Q4 | $285K | Hold |
1,130
| – | – | 0.2% | 58 |
|
|
2024
Q3 | $251K | Sell |
1,130
-10
| -0.9% | -$2.22K | 0.17% | 59 |
|
|
2024
Q2 | $240K | Hold |
1,140
| – | – | 0.17% | 62 |
|
|
2024
Q1 | $225K | Sell |
1,140
-52
| -4% | -$10.3K | 0.17% | 69 |
|
|
2023
Q4 | $205K | Buy |
+1,192
| New | +$205K | 0.17% | 72 |
|
|
2022
Q2 | – | Sell |
-1,627
| Closed | -$222K | – | 92 |
|
|
2022
Q1 | $222K | Sell |
1,627
-20
| -1% | -$2.73K | 0.16% | 77 |
|
|
2021
Q4 | $261K | Buy |
+1,647
| New | +$261K | 0.18% | 64 |
|