American Financial Network Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,247
| Closed | -$462K | – | 116 |
|
|
2019
Q2 | $462K | Sell |
4,247
-928
| -18% | -$101K | 0.36% | 79 |
|
|
2019
Q1 | $515K | Sell |
5,175
-796
| -13% | -$79.2K | 0.38% | 74 |
|
|
2018
Q4 | $583K | Buy |
5,971
+605
| +11% | +$59.1K | 0.41% | 75 |
|
|
2018
Q3 | $605K | Buy |
5,366
+5,345
| +25,452% | +$603K | 0.32% | 91 |
|
|
2018
Q2 | $606 | Hold |
21
| – | – | 0.33% | 90 |
|
|
2018
Q1 | $640 | Sell |
21
-7,376
| -100% | -$225K | 0.33% | 85 |
|
|
2017
Q4 | $791K | Sell |
7,397
-1,811
| -20% | -$194K | 0.33% | 104 |
|
|
2017
Q3 | $879K | Buy |
+9,208
| New | +$879K | 0.38% | 86 |
|