Anfield Capital Management’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 | $88.1K | Buy |
304
+6
| +2% | +$1.74K | 0.03% | 125 |
|
|
2025
Q1 | $73.1K | Hold |
298
| – | – | 0.03% | 122 |
|
|
2024
Q4 | $71.4K | Buy |
298
+43
| +17% | +$10.3K | 0.03% | 117 |
|
|
2024
Q3 | $53.8K | Buy |
255
+85
| +50% | +$17.9K | 0.02% | 129 |
|
|
2024
Q2 | $34.4K | Buy |
+170
| New | +$34.4K | 0.02% | 132 |
|
|
2020
Q1 | – | Sell |
-1,113
| Closed | -$153K | – | 251 |
|
|
2019
Q4 | $153K | Buy |
+1,113
| New | +$153K | 0.06% | 140 |
|