ATFA
All Terrain Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
5,536
+11
| +0.2% | +$3.19K | 0.46% | 33 |
|
|
2025
Q1 | $1.36M | Sell |
5,525
-9,997
| -64% | -$2.45M | 0.43% | 38 |
|
|
2024
Q4 | $3.72M | Buy |
15,522
+176
| +1% | +$42.2K | 1.22% | 17 |
|
|
2024
Q3 | $3.24M | Sell |
15,346
-7
| -0% | -$1.48K | 1.19% | 22 |
|
|
2024
Q2 | $3.11M | Buy |
15,353
+76
| +0.5% | +$15.4K | 1.23% | 21 |
|
|
2024
Q1 | $3.06M | Sell |
15,277
-427
| -3% | -$85.5K | 1.2% | 19 |
|
|
2023
Q4 | $2.67M | Buy |
15,704
+157
| +1% | +$26.7K | 1.01% | 22 |
|
|
2023
Q3 | $2.25M | Buy |
15,547
+494
| +3% | +$71.6K | 0.95% | 24 |
|
|
2023
Q2 | $2.19M | Buy |
15,053
+320
| +2% | +$46.5K | 0.83% | 25 |
|
|
2023
Q1 | $1.92M | Sell |
14,733
-878
| -6% | -$114K | 0.79% | 26 |
|
|
2022
Q4 | $2.09M | Buy |
15,611
+147
| +1% | +$19.7K | 0.92% | 25 |
|
|
2022
Q3 | $1.62M | Buy |
15,464
+2,822
| +22% | +$295K | 0.7% | 26 |
|
|
2022
Q2 | $1.42M | Buy |
12,642
+1,947
| +18% | +$219K | 0.61% | 32 |
|
|
2022
Q1 | $1.46M | Sell |
10,695
-301
| -3% | -$41K | 0.59% | 31 |
|
|
2021
Q4 | $1.74M | Sell |
10,996
-225
| -2% | -$35.6K | 0.71% | 28 |
|
|
2021
Q3 | $1.84M | Buy |
11,221
+248
| +2% | +$40.6K | 0.8% | 28 |
|
|
2021
Q2 | $1.71M | Buy |
10,973
+9,738
| +789% | +$1.51M | 0.78% | 30 |
|
|
2021
Q1 | $188K | Buy |
+1,235
| New | +$188K | 0.09% | 75 |
|
|
2020
Q2 | – | Sell |
-2,762
| Closed | -$249K | – | 84 |
|
|
2020
Q1 | $249K | Buy |
2,762
+33
| +1% | +$2.98K | 0.1% | 77 |
|
|
2019
Q4 | $380K | Sell |
2,729
-13
| -0.5% | -$1.81K | 0.12% | 74 |
|
|
2019
Q3 | $323K | Buy |
2,742
+2
| +0.1% | +$236 | 0.11% | 84 |
|
|
2019
Q2 | $306K | Sell |
2,740
-1,040
| -28% | -$116K | 0.1% | 89 |
|
|
2019
Q1 | $383K | Buy |
3,780
+61
| +2% | +$6.18K | 0.13% | 81 |
|
|
2018
Q4 | $363K | Buy |
3,719
+141
| +4% | +$13.8K | 0.14% | 77 |
|
|
2018
Q3 | $404K | Sell |
3,578
-390
| -10% | -$44K | 0.17% | 82 |
|
|
2018
Q2 | $413K | Buy |
3,968
+130
| +3% | +$13.5K | 0.18% | 81 |
|
|
2018
Q1 | $422K | Buy |
3,838
+1,720
| +81% | +$189K | 0.19% | 77 |
|
|
2017
Q4 | $226K | Buy |
+2,118
| New | +$226K | 0.1% | 113 |
|