AFCM
Applied Finance Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9M | Buy |
96,083
+6,681
| +7% | +$1.94M | 1.9% | 16 |
|
|
2025
Q1 | $21.9M | Sell |
89,402
-140,766
| -61% | -$34.5M | 1.61% | 24 |
|
|
2024
Q4 | $55.2M | Buy |
230,168
+31,712
| +16% | +$7.6M | 2.4% | 9 |
|
|
2024
Q3 | $41.8M | Sell |
198,456
-7,475
| -4% | -$1.58M | 1.79% | 25 |
|
|
2024
Q2 | $41.7M | Buy |
205,931
+52,823
| +35% | +$10.7M | 1.93% | 14 |
|
|
2024
Q1 | $30.7M | Buy |
153,108
+15,424
| +11% | +$3.09M | 2.16% | 17 |
|
|
2023
Q4 | $23.4M | Buy |
137,684
+13,184
| +11% | +$2.24M | 2.03% | 20 |
|
|
2023
Q3 | $18.1M | Buy |
124,500
+5,073
| +4% | +$736K | 1.96% | 18 |
|
|
2023
Q2 | $17.4M | Buy |
119,427
+7,762
| +7% | +$1.13M | 1.97% | 18 |
|
|
2023
Q1 | $14.6M | Buy |
111,665
+558
| +0.5% | +$72.7K | 1.81% | 25 |
|
|
2022
Q4 | $14.9M | Buy |
+111,107
| New | +$14.9M | 1.94% | 23 |
|