American Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
|
|||||
|
2025
Q1 | $437K | Sell |
|
|||||
|
2024
Q4 | $440K | Sell |
|
|||||
|
2024
Q3 | $390K | Sell |
|
|||||
|
2024
Q2 | $394K | Sell |
|
|||||
|
2024
Q1 | $428K | Buy |
|
|||||
|
2023
Q4 | $284K | Buy |
|
|||||
|
2023
Q3 | $240K | Buy |
|
|||||
|
2023
Q2 | $222K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $203K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $202K | Buy |
|
|||||
|
2021
Q4 | $234K | Buy |
|
|||||
|
2021
Q3 | $241K | Buy |
|
|||||
|
2021
Q2 | $228K | Buy |
|
|||||
|
2021
Q1 | $222K | Buy |
|