America First Investment Advisors’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 | $733K | Sell |
2,529
-9
| -0.4% | -$2.61K | 0.15% | 29 |
|
|
2025
Q1 | $623K | Buy |
2,538
+9
| +0.4% | +$2.21K | 0.13% | 29 |
|
|
2024
Q4 | $606K | Hold |
2,529
| – | – | 0.13% | 27 |
|
|
2024
Q3 | $533K | Hold |
2,529
| – | – | 0.12% | 32 |
|
|
2024
Q2 | $512K | Hold |
2,529
| – | – | 0.13% | 32 |
|
|
2024
Q1 | $507K | Hold |
2,529
| – | – | 0.12% | 32 |
|
|
2023
Q4 | $430K | Hold |
2,529
| – | – | 0.11% | 34 |
|
|
2023
Q3 | $367K | Hold |
2,529
| – | – | 0.1% | 35 |
|
|
2023
Q2 | $368K | Hold |
2,529
| – | – | 0.1% | 35 |
|
|
2023
Q1 | $330K | Buy |
2,529
+429
| +20% | +$55.9K | 0.09% | 35 |
|
|
2022
Q4 | $282K | Hold |
2,100
| – | – | 0.08% | 36 |
|
|
2022
Q3 | $219K | Hold |
2,100
| – | – | 0.08% | 36 |
|
|
2022
Q2 | $236K | Hold |
2,100
| – | – | 0.08% | 37 |
|
|
2022
Q1 | $286K | Hold |
2,100
| – | – | 0.08% | 38 |
|
|
2021
Q4 | $333K | Sell |
2,100
-50
| -2% | -$7.93K | 0.09% | 39 |
|
|
2021
Q3 | $352K | Sell |
2,150
-3,400
| -61% | -$557K | 0.11% | 37 |
|
|
2021
Q2 | $863K | Hold |
5,550
| – | – | 0.25% | 29 |
|
|
2021
Q1 | $845K | Hold |
5,550
| – | – | 0.26% | 30 |
|
|
2020
Q4 | $705K | Hold |
5,550
| – | – | 0.21% | 31 |
|
|
2020
Q3 | $534K | Hold |
5,550
| – | – | 0.17% | 33 |
|
|
2020
Q2 | $522K | Hold |
5,550
| – | – | 0.17% | 34 |
|
|
2020
Q1 | $500K | Sell |
5,550
-40
| -0.7% | -$3.6K | 0.18% | 34 |
|
|
2019
Q4 | $779K | Hold |
5,590
| – | – | 0.23% | 29 |
|
|
2019
Q3 | $658K | Hold |
5,590
| – | – | 0.2% | 31 |
|
|
2019
Q2 | $625K | Buy |
+5,590
| New | +$625K | 0.19% | 31 |
|
|
2017
Q2 | – | Sell |
-350
| Closed | -$31K | – | 124 |
|
|
2017
Q1 | $31K | Buy |
+350
| New | +$31K | 0.01% | 82 |
|
|
2014
Q4 | – | Sell |
-382
| Closed | -$23K | – | 151 |
|
|
2014
Q3 | $23K | Hold |
382
| – | – | 0.01% | 101 |
|
|
2014
Q2 | $22K | Sell |
382
-400
| -51% | -$23K | 0.01% | 101 |
|
|
2014
Q1 | $47K | Sell |
782
-75
| -9% | -$4.51K | 0.02% | 82 |
|
|
2013
Q4 | $50K | Hold |
857
| – | – | 0.02% | 80 |
|
|
2013
Q3 | $44K | Buy |
857
+475
| +124% | +$24.4K | 0.02% | 85 |
|
|
2013
Q2 | $20K | Buy |
+382
| New | +$20K | 0.01% | 103 |
|