AFT Forsyth & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.61M | Sell |
12,258
-105
| -0.8% | -$31.9K | 1.7% | 11 |
|
|
2025
Q4 | $3.98M | Buy |
12,363
+25
| +0.2% | +$7.74K | 1.72% | 11 |
|
|
2025
Q3 | $3.89M | Buy |
12,338
+520
| +4% | +$155K | 1.86% | 10 |
|
|
2025
Q2 | $3.43M | Hold |
11,818
| – | – | 1.76% | 10 |
|
|
2025
Q1 | $2.9M | Buy |
11,818
+200
| +2% | +$51K | 1.56% | 14 |
|
|
2024
Q4 | $2.78M | Sell |
11,618
-193
| -2% | -$45K | 1.37% | 16 |
|
|
2024
Q3 | $2.49M | Sell |
11,811
-215
| -2% | -$45.3K | 1.23% | 19 |
|
|
2024
Q2 | $2.43M | Buy |
12,026
+1,001
| +9% | +$196K | 1.19% | 19 |
|
|
2024
Q1 | $2.21M | Sell |
11,025
-795
| -7% | -$143K | 1.26% | 17 |
|
|
2023
Q4 | $2.01M | Buy |
11,820
+76
| +0.6% | +$11.5K | 1.27% | 18 |
|
|
2023
Q3 | $1.7M | Buy |
11,744
+205
| +2% | +$30.7K | 1.25% | 17 |
|
|
2023
Q2 | $1.68M | Buy |
11,539
+260
| +2% | +$35.8K | 1.19% | 17 |
|
|
2023
Q1 | $1.47M | Sell |
11,279
-134
| -1% | -$18.4K | 1.14% | 20 |
|
|
2022
Q4 | $1.53M | Sell |
11,413
-50
| -0.4% | -$6.33K | 1.31% | 18 |
|
|
2022
Q3 | $1.2M | Sell |
11,463
-239
| -2% | -$27.4K | 1.07% | 28 |
|
|
2022
Q2 | $1.32M | Sell |
11,702
-350
| -3% | -$43.4K | 1.06% | 28 |
|
|
2022
Q1 | $1.64M | Sell |
12,052
-734
| -6% | -$108K | 1.05% | 25 |
|
|
2021
Q4 | $2.02M | Sell |
12,786
-777
| -6% | -$128K | 1.04% | 21 |
|
|
2021
Q3 | $2.22M | Sell |
13,563
-370
| -3% | -$58K | 1.19% | 18 |
|
|
2021
Q2 | $2.17M | Buy |
13,933
+351
| +3% | +$55.1K | 1.16% | 19 |
|
|
2021
Q1 | $2.07M | Buy |
13,582
+630
| +5% | +$90.6K | 1.24% | 17 |
|
|
2020
Q4 | $1.65M | Buy |
12,952
+896
| +7% | +$100K | 1.03% | 22 |
|
|
2020
Q3 | $1.16M | Sell |
12,056
-1,000
| -8% | -$98.2K | 0.86% | 32 |
|
|
2020
Q2 | $1.23M | Sell |
13,056
-1,033
| -7% | -$98K | 1.04% | 28 |
|
|
2020
Q1 | $1.27M | Sell |
14,089
-475
| -3% | -$57.7K | 1.28% | 21 |
|
|
2019
Q4 | $2.03M | Buy |
14,564
+175
| +1% | +$22.4K | 1.55% | 13 |
|
|
2019
Q3 | $1.69M | Buy |
14,389
+90
| +0.6% | +$10.2K | 1.4% | 19 |
|
|
2019
Q2 | $1.6M | Buy |
14,299
+1,080
| +8% | +$119K | 1.32% | 21 |
|
|
2019
Q1 | $1.34M | Sell |
13,219
-5,110
| -28% | -$526K | 1.16% | 25 |
|
|
2018
Q4 | $1.79M | Sell |
18,329
-35
| -0.2% | -$3.73K | 1.78% | 9 |
|
|
2018
Q3 | $2.07M | Buy |
18,364
+265
| +1% | +$30.1K | 1.72% | 10 |
|
|
2018
Q2 | $1.89M | Buy |
18,099
+64
| +0.4% | +$7.02K | 1.65% | 10 |
|
|
2018
Q1 | $1.98M | Sell |
18,035
-205
| -1% | -$23.2K | 1.85% | 10 |
|
|
2017
Q4 | $1.95M | Buy |
+18,240
| New | +$1.85M | 1.91% | 10 |
|
|
2013
Q3 | $140K | Hold |
2,700
| – | – | 0.18% | 123 |
|
|
2013
Q2 | $143K | Buy |
+2,700
| New | +$137K | 0.2% | 107 |
|
Other funds holding JPM
VCM
VPM
AFT Forsyth & Company's JPM Position: Q1 2026 in Review
AFT Forsyth & Company reduced its JPMorgan Chase (JPM) stake by 0.85% in Q1 2026, selling an estimated $31.9K and leaving 12,258 shares worth $3.61M. The position accounts for 1.7% of the portfolio, ranked #11.
AFT Forsyth & Company first reported a position in JPM in Q2 2013 and has held it in 36 quarters since. The position peaked at $3.98M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- AFT Forsyth & Company held 12,258 shares of JPMorgan Chase worth $3.61M as of Q1 2026.
- AFT Forsyth & Company sold 105 JPMorgan Chase shares in Q1 2026, an estimated $31.9K.
- JPMorgan Chase made up 1.7% of AFT Forsyth & Company's portfolio in Q1 2026, its #11 holding.
- AFT Forsyth & Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 36 quarters since.
- AFT Forsyth & Company's JPMorgan Chase position peaked at $3.98M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.