AFA
American Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
1,792
+10
| +0.6% | +$2.9K | 0.07% | 88 |
|
|
2025
Q1 | $437K | Sell |
1,782
-52
| -3% | -$12.8K | 0.06% | 88 |
|
|
2024
Q4 | $440K | Sell |
1,834
-14
| -0.8% | -$3.36K | 0.06% | 87 |
|
|
2024
Q3 | $390K | Sell |
1,848
-99
| -5% | -$20.9K | 0.05% | 97 |
|
|
2024
Q2 | $394K | Sell |
1,947
-188
| -9% | -$38K | 0.06% | 93 |
|
|
2024
Q1 | $428K | Buy |
2,135
+468
| +28% | +$93.7K | 0.06% | 93 |
|
|
2023
Q4 | $284K | Buy |
1,667
+12
| +0.7% | +$2.04K | 0.04% | 113 |
|
|
2023
Q3 | $240K | Buy |
1,655
+125
| +8% | +$18.1K | 0.04% | 117 |
|
|
2023
Q2 | $222K | Buy |
+1,530
| New | +$222K | 0.03% | 125 |
|
|
2023
Q1 | – | Sell |
-1,511
| Closed | -$203K | – | 129 |
|
|
2022
Q4 | $203K | Buy |
+1,511
| New | +$203K | 0.03% | 119 |
|
|
2022
Q2 | – | Sell |
-1,485
| Closed | -$202K | – | 116 |
|
|
2022
Q1 | $202K | Buy |
1,485
+7
| +0.5% | +$952 | 0.03% | 125 |
|
|
2021
Q4 | $234K | Buy |
1,478
+6
| +0.4% | +$950 | 0.03% | 119 |
|
|
2021
Q3 | $241K | Buy |
1,472
+6
| +0.4% | +$982 | 0.03% | 117 |
|
|
2021
Q2 | $228K | Buy |
1,466
+6
| +0.4% | +$933 | 0.03% | 123 |
|
|
2021
Q1 | $222K | Buy |
+1,460
| New | +$222K | 0.03% | 120 |
|