AFG
Albion Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Buy |
96,052
+592
| +0.6% | +$172K | 1.82% | 12 |
|
|
2025
Q1 | $23.4M | Sell |
95,460
-108
| -0.1% | -$26.5K | 1.66% | 17 |
|
|
2024
Q4 | $22.9M | Sell |
95,568
-666
| -0.7% | -$160K | 1.57% | 20 |
|
|
2024
Q3 | $20.3M | Sell |
96,234
-34,407
| -26% | -$7.26M | 1.41% | 21 |
|
|
2024
Q2 | $26.4M | Sell |
130,641
-240
| -0.2% | -$48.5K | 1.99% | 12 |
|
|
2024
Q1 | $26.2M | Sell |
130,881
-610
| -0.5% | -$122K | 2.02% | 12 |
|
|
2023
Q4 | $22.4M | Buy |
131,491
+1,781
| +1% | +$303K | 1.84% | 14 |
|
|
2023
Q3 | $18.8M | Sell |
129,710
-199
| -0.2% | -$28.9K | 1.74% | 14 |
|
|
2023
Q2 | $18.9M | Sell |
129,909
-1,969
| -1% | -$286K | 1.65% | 14 |
|
|
2023
Q1 | $17.2M | Sell |
131,878
-2,019
| -2% | -$263K | 1.57% | 16 |
|
|
2022
Q4 | $18M | Buy |
133,897
+1,366
| +1% | +$183K | 1.73% | 15 |
|
|
2022
Q3 | $13.8M | Buy |
132,531
+1,421
| +1% | +$148K | 1.43% | 19 |
|
|
2022
Q2 | $14.8M | Buy |
131,110
+3,580
| +3% | +$403K | 1.46% | 18 |
|
|
2022
Q1 | $17.4M | Sell |
127,530
-338
| -0.3% | -$46.1K | 1.48% | 18 |
|
|
2021
Q4 | $20.2M | Sell |
127,868
-1,785
| -1% | -$283K | 1.6% | 14 |
|
|
2021
Q3 | $21.2M | Sell |
129,653
-2,115
| -2% | -$346K | 1.86% | 12 |
|
|
2021
Q2 | $20.5M | Buy |
+131,768
| New | +$20.5M | 1.78% | 14 |
|
|
2020
Q4 | $16.7M | Sell |
131,551
-264
| -0.2% | -$33.5K | 1.64% | 16 |
|
|
2020
Q3 | $12.7M | Buy |
131,815
+1,192
| +0.9% | +$115K | 1.37% | 21 |
|
|
2020
Q2 | $12.3M | Sell |
130,623
-760
| -0.6% | -$71.5K | 1.45% | 18 |
|
|
2020
Q1 | $11.8M | Buy |
131,383
+731
| +0.6% | +$65.8K | 1.73% | 15 |
|
|
2019
Q4 | $18.2M | Sell |
130,652
-1,095
| -0.8% | -$153K | 2.16% | 12 |
|
|
2019
Q3 | $15.5M | Sell |
131,747
-6,544
| -5% | -$770K | 1.99% | 14 |
|
|
2019
Q2 | $15.5M | Sell |
138,291
-1,448
| -1% | -$162K | 2% | 12 |
|
|
2019
Q1 | $14.1M | Buy |
139,739
+696
| +0.5% | +$70.5K | 1.92% | 14 |
|
|
2018
Q4 | $13.6M | Buy |
139,043
+1,193
| +0.9% | +$116K | 2.11% | 11 |
|
|
2018
Q3 | $15.6M | Buy |
137,850
+999
| +0.7% | +$113K | 2.1% | 12 |
|
|
2018
Q2 | $14.3M | Buy |
136,851
+3,764
| +3% | +$392K | 2.06% | 13 |
|
|
2018
Q1 | $14.6M | Buy |
133,087
+11,026
| +9% | +$1.21M | 2.25% | 12 |
|
|
2017
Q4 | $13.1M | Sell |
122,061
-1,668
| -1% | -$178K | 1.99% | 12 |
|
|
2017
Q3 | $11.8M | Sell |
123,729
-2,250
| -2% | -$215K | 1.8% | 14 |
|
|
2017
Q2 | $11.5M | Buy |
125,979
+120
| +0.1% | +$11K | 1.91% | 13 |
|
|
2017
Q1 | $11.1M | Buy |
125,859
+11,579
| +10% | +$1.02M | 1.66% | 13 |
|
|
2016
Q4 | $9.86M | Buy |
114,280
+3,388
| +3% | +$292K | 1.63% | 16 |
|
|
2016
Q3 | $7.38M | Buy |
110,892
+99,475
| +871% | +$6.62M | 1.26% | 22 |
|
|
2016
Q2 | $709K | Buy |
11,417
+7,402
| +184% | +$460K | 0.13% | 94 |
|
|
2016
Q1 | $238K | Hold |
4,015
| – | – | 0.04% | 154 |
|
|
2015
Q4 | $265K | Hold |
4,015
| – | – | 0.05% | 144 |
|
|
2015
Q3 | $245K | Hold |
4,015
| – | – | 0.04% | 153 |
|
|
2015
Q2 | $272K | Hold |
4,015
| – | – | 0.05% | 149 |
|
|
2015
Q1 | $243K | Hold |
4,015
| – | – | 0.04% | 150 |
|
|
2014
Q4 | $251K | Hold |
4,015
| – | – | 0.04% | 152 |
|
|
2014
Q3 | $242K | Hold |
4,015
| – | – | 0.04% | 156 |
|
|
2014
Q2 | $231K | Hold |
4,015
| – | – | 0.04% | 169 |
|
|
2014
Q1 | $244K | Hold |
4,015
| – | – | 0.05% | 159 |
|
|
2013
Q4 | $235K | Hold |
4,015
| – | – | 0.04% | 149 |
|
|
2013
Q3 | $208K | Hold |
4,015
| – | – | 0.04% | 154 |
|
|
2013
Q2 | $212K | Buy |
+4,015
| New | +$212K | 0.05% | 138 |
|