AFS Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,349
| Closed | -$273K | – | 12 |
|
|
2024
Q2 | $273K | Sell |
1,349
-1,012
| -43% | -$205K | 3.65% | 9 |
|
|
2024
Q1 | $473K | Sell |
2,361
-13,171
| -85% | -$2.64M | 1.99% | 11 |
|
|
2023
Q4 | $2.64M | Sell |
15,532
-18,109
| -54% | -$3.08M | 2.48% | 9 |
|
|
2023
Q3 | $4.88M | Sell |
33,641
-733
| -2% | -$106K | 3.33% | 6 |
|
|
2023
Q2 | $5M | Buy |
34,374
+253
| +0.7% | +$36.8K | 3.24% | 6 |
|
|
2023
Q1 | $4.45M | Sell |
34,121
-454
| -1% | -$59.2K | 2.97% | 6 |
|
|
2022
Q4 | $4.64M | Buy |
+34,575
| New | +$4.64M | 3.3% | 5 |
|