AFS
Aft Forsyth & Sober’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Buy |
13,600
+200
| +1% | +$58K | 1.33% | 20 |
|
|
2025
Q1 | $3.29M | Buy |
13,400
+100
| +0.8% | +$24.5K | 1.15% | 24 |
|
|
2024
Q4 | $3.19M | Hold |
13,300
| – | – | 1.03% | 24 |
|
|
2024
Q3 | $2.8M | Buy |
13,300
+200
| +2% | +$42.2K | 0.92% | 27 |
|
|
2024
Q2 | $2.65M | Hold |
13,100
| – | – | 0.91% | 32 |
|
|
2024
Q1 | $2.62M | Sell |
13,100
-350
| -3% | -$70.1K | 0.92% | 31 |
|
|
2023
Q4 | $2.29M | Hold |
13,450
| – | – | 0.88% | 32 |
|
|
2023
Q3 | $1.95M | Hold |
13,450
| – | – | 0.82% | 31 |
|
|
2023
Q2 | $1.96M | Buy |
13,450
+350
| +3% | +$50.9K | 0.81% | 28 |
|
|
2023
Q1 | $1.71M | Sell |
13,100
-350
| -3% | -$45.6K | 0.86% | 31 |
|
|
2022
Q4 | $1.8M | Hold |
13,450
| – | – | 0.81% | 29 |
|
|
2022
Q3 | $1.41M | Hold |
13,450
| – | – | 0.68% | 39 |
|
|
2022
Q2 | $1.52M | Hold |
13,450
| – | – | 0.7% | 36 |
|
|
2022
Q1 | $1.83M | Hold |
13,450
| – | – | 0.72% | 32 |
|
|
2021
Q4 | $2.13M | Hold |
13,450
| – | – | 0.75% | 28 |
|
|
2021
Q3 | $2.2M | Buy |
13,450
+200
| +2% | +$32.7K | 0.83% | 25 |
|
|
2021
Q2 | $2.06M | Hold |
13,250
| – | – | 0.78% | 26 |
|
|
2021
Q1 | $2.02M | Buy |
13,250
+9,250
| +231% | +$1.41M | 0.83% | 22 |
|
|
2020
Q4 | $508K | Buy |
+4,000
| New | +$508K | 0.39% | 43 |
|
|
2020
Q1 | – | Sell |
-625
| Closed | -$87K | – | 49 |
|
|
2019
Q4 | $87K | Buy |
+625
| New | +$87K | 0.08% | 49 |
|
|
2016
Q1 | – | Sell |
-525
| Closed | -$35K | – | 32 |
|
|
2015
Q4 | $35K | Hold |
525
| – | – | 0.01% | 33 |
|
|
2015
Q3 | $32K | Hold |
525
| – | – | 0.01% | 33 |
|
|
2015
Q2 | $36K | Hold |
525
| – | – | 0.01% | 32 |
|
|
2015
Q1 | $32K | Hold |
525
| – | – | 0.01% | 33 |
|
|
2014
Q4 | $33K | Hold |
525
| – | – | 0.01% | 32 |
|
|
2014
Q3 | $32K | Hold |
525
| – | – | 0.01% | 31 |
|
|
2014
Q2 | $30K | Hold |
525
| – | – | 0.01% | 29 |
|
|
2014
Q1 | $32K | Hold |
525
| – | – | 0.01% | 20 |
|
|
2013
Q4 | $31K | Hold |
525
| – | – | 0.01% | 31 |
|
|
2013
Q3 | $27K | Hold |
525
| – | – | 0.01% | 31 |
|
|
2013
Q2 | $28K | Buy |
+525
| New | +$28K | 0.01% | 29 |
|