AFWM
AMJ Financial Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Sell |
2,899
-90
| -3% | -$26.1K | 0.21% | 56 |
|
|
2025
Q1 | $733K | Sell |
2,989
-57
| -2% | -$14K | 0.22% | 56 |
|
|
2024
Q4 | $730K | Sell |
3,046
-244
| -7% | -$58.5K | 0.2% | 61 |
|
|
2024
Q3 | $694K | Sell |
3,290
-187
| -5% | -$39.4K | 0.2% | 61 |
|
|
2024
Q2 | $703K | Buy |
3,477
+585
| +20% | +$118K | 0.22% | 51 |
|
|
2024
Q1 | $579K | Buy |
+2,892
| New | +$579K | 0.19% | 55 |
|
|
2023
Q1 | – | Sell |
-1,887
| Closed | -$253K | – | 61 |
|
|
2022
Q4 | $253K | Buy |
+1,887
| New | +$253K | 0.15% | 50 |
|
|
2022
Q1 | – | Sell |
-43,381
| Closed | -$6.87M | – | 95 |
|
|
2021
Q4 | $6.87M | Buy |
43,381
+3,267
| +8% | +$517K | 2.48% | 18 |
|
|
2021
Q3 | $6.57M | Buy |
40,114
+19,235
| +92% | +$3.15M | 2.69% | 10 |
|
|
2021
Q2 | $3.25M | Buy |
+20,879
| New | +$3.25M | 1.41% | 32 |
|