AFS Financial Group’s JPMorgan Chase JPM Stock Holding History

AFS Financial Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,349	Closed	-$273K	–	12
2024 Q2	$273K	Sell	1,349 -1,012	-43%	-$198K	3.65%	9
2024 Q1	$473K	Sell	2,361 -13,171	-85%	-$2.38M	1.99%	11
2023 Q4	$2.64M	Sell	15,532 -18,109	-54%	-$2.74M	2.48%	9
2023 Q3	$4.88M	Sell	33,641 -733	-2%	-$110K	3.33%	6
2023 Q2	$5M	Buy	34,374 +253	+0.7%	+$34.8K	3.24%	6
2023 Q1	$4.45M	Sell	34,121 -454	-1%	-$62.2K	2.97%	6
2022 Q4	$4.64M	Buy	+34,575	New	+$4.38M	3.3%	5

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AFS Financial Group's JPM Position: Q3 2024 in Review

AFS Financial Group sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,349 shares — an estimated $273K sold.

AFS Financial Group first reported a position in JPM in Q4 2022 and held it in 7 quarters. The position peaked at $5M in Q2 2023. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

AFS Financial Group reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
AFS Financial Group sold 1,349 JPMorgan Chase shares in Q3 2024, an estimated $273K.
AFS Financial Group first reported a position in JPMorgan Chase in Q4 2022 and held it in 7 quarters.
AFS Financial Group's JPMorgan Chase position peaked at $5M in Q2 2023.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on AFS Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.