AFT Forsyth & Company’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 | $3.43M | Hold |
11,818
| – | – | 1.76% | 10 |
|
|
2025
Q1 | $2.9M | Buy |
11,818
+200
| +2% | +$49.1K | 1.56% | 14 |
|
|
2024
Q4 | $2.78M | Sell |
11,618
-193
| -2% | -$46.3K | 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% | +$202K | 1.19% | 19 |
|
|
2024
Q1 | $2.21M | Sell |
11,025
-795
| -7% | -$159K | 1.26% | 17 |
|
|
2023
Q4 | $2.01M | Buy |
11,820
+76
| +0.6% | +$12.9K | 1.27% | 18 |
|
|
2023
Q3 | $1.7M | Buy |
11,744
+205
| +2% | +$29.7K | 1.25% | 17 |
|
|
2023
Q2 | $1.68M | Buy |
11,539
+260
| +2% | +$37.8K | 1.19% | 17 |
|
|
2023
Q1 | $1.47M | Sell |
11,279
-134
| -1% | -$17.5K | 1.14% | 20 |
|
|
2022
Q4 | $1.53M | Sell |
11,413
-50
| -0.4% | -$6.71K | 1.31% | 18 |
|
|
2022
Q3 | $1.2M | Sell |
11,463
-239
| -2% | -$25K | 1.07% | 28 |
|
|
2022
Q2 | $1.32M | Sell |
11,702
-350
| -3% | -$39.4K | 1.06% | 28 |
|
|
2022
Q1 | $1.64M | Sell |
12,052
-734
| -6% | -$100K | 1.05% | 25 |
|
|
2021
Q4 | $2.03M | Sell |
12,786
-777
| -6% | -$123K | 1.04% | 21 |
|
|
2021
Q3 | $2.22M | Sell |
13,563
-370
| -3% | -$60.6K | 1.19% | 18 |
|
|
2021
Q2 | $2.17M | Buy |
13,933
+351
| +3% | +$54.6K | 1.16% | 19 |
|
|
2021
Q1 | $2.07M | Buy |
13,582
+630
| +5% | +$95.9K | 1.24% | 17 |
|
|
2020
Q4 | $1.65M | Buy |
12,952
+896
| +7% | +$114K | 1.03% | 22 |
|
|
2020
Q3 | $1.16M | Sell |
12,056
-1,000
| -8% | -$96.3K | 0.86% | 32 |
|
|
2020
Q2 | $1.23M | Sell |
13,056
-1,033
| -7% | -$97.2K | 1.04% | 28 |
|
|
2020
Q1 | $1.27M | Sell |
14,089
-475
| -3% | -$42.8K | 1.28% | 21 |
|
|
2019
Q4 | $2.03M | Buy |
14,564
+175
| +1% | +$24.4K | 1.55% | 13 |
|
|
2019
Q3 | $1.69M | Buy |
14,389
+90
| +0.6% | +$10.6K | 1.4% | 19 |
|
|
2019
Q2 | $1.6M | Buy |
14,299
+1,080
| +8% | +$121K | 1.32% | 21 |
|
|
2019
Q1 | $1.34M | Sell |
13,219
-5,110
| -28% | -$517K | 1.16% | 25 |
|
|
2018
Q4 | $1.79M | Sell |
18,329
-35
| -0.2% | -$3.42K | 1.78% | 9 |
|
|
2018
Q3 | $2.07M | Buy |
18,364
+265
| +1% | +$29.9K | 1.72% | 10 |
|
|
2018
Q2 | $1.89M | Buy |
18,099
+64
| +0.4% | +$6.67K | 1.65% | 10 |
|
|
2018
Q1 | $1.98M | Sell |
18,035
-205
| -1% | -$22.5K | 1.85% | 10 |
|
|
2017
Q4 | $1.95M | Buy |
+18,240
| New | +$1.95M | 1.91% | 10 |
|
|
2013
Q3 | $140K | Hold |
2,700
| – | – | 0.18% | 123 |
|
|
2013
Q2 | $143K | Buy |
+2,700
| New | +$143K | 0.2% | 107 |
|