ACS
Archford Capital Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.84M | Buy |
30,501
+3,619
| +13% | +$1.05M | 1.13% | 19 |
|
|
2025
Q1 | $6.59M | Buy |
26,882
+6,968
| +35% | +$1.71M | 0.97% | 24 |
|
|
2024
Q4 | $4.77M | Sell |
19,914
-19
| -0.1% | -$4.56K | 0.72% | 37 |
|
|
2024
Q3 | $4.41M | Sell |
19,933
-622
| -3% | -$138K | 0.66% | 40 |
|
|
2024
Q2 | $4.16M | Sell |
20,555
-234
| -1% | -$47.3K | 0.67% | 41 |
|
|
2024
Q1 | $4.16M | Sell |
20,789
-103
| -0.5% | -$20.6K | 0.7% | 39 |
|
|
2023
Q4 | $3.55M | Sell |
20,892
-1,208
| -5% | -$205K | 0.65% | 38 |
|
|
2023
Q3 | $3.2M | Buy |
22,100
+970
| +5% | +$141K | 0.64% | 41 |
|
|
2023
Q2 | $3.34M | Buy |
21,130
+851
| +4% | +$134K | 0.63% | 36 |
|
|
2023
Q1 | $2.59M | Buy |
20,279
+2,915
| +17% | +$372K | 0.54% | 42 |
|
|
2022
Q4 | $2.33M | Buy |
17,364
+579
| +3% | +$77.6K | 0.54% | 44 |
|
|
2022
Q3 | $1.75M | Buy |
16,785
+538
| +3% | +$56.2K | 0.45% | 54 |
|
|
2022
Q2 | $1.83M | Buy |
16,247
+1,427
| +10% | +$161K | 0.46% | 53 |
|
|
2022
Q1 | $1.98M | Buy |
14,820
+1,386
| +10% | +$185K | 0.44% | 54 |
|
|
2021
Q4 | $2.13M | Buy |
13,434
+545
| +4% | +$86.3K | 0.49% | 42 |
|
|
2021
Q3 | $2.11M | Buy |
12,889
+437
| +4% | +$71.5K | 0.5% | 42 |
|
|
2021
Q2 | $1.94M | Buy |
12,452
+1,549
| +14% | +$241K | 0.49% | 45 |
|
|
2021
Q1 | $1.66M | Sell |
10,903
-12,019
| -52% | -$1.83M | 0.44% | 58 |
|
|
2020
Q4 | $3.12M | Buy |
22,922
+467
| +2% | +$63.5K | 0.72% | 30 |
|
|
2020
Q3 | $2.16M | Buy |
22,455
+179
| +0.8% | +$17.2K | 0.58% | 48 |
|
|
2020
Q2 | $2.1M | Buy |
22,276
+1,236
| +6% | +$116K | 0.62% | 43 |
|
|
2020
Q1 | $1.89M | Sell |
21,040
-2,323
| -10% | -$209K | 0.74% | 34 |
|
|
2019
Q4 | $3.26M | Sell |
23,363
-2,501
| -10% | -$349K | 1.12% | 16 |
|
|
2019
Q3 | $3.04M | Buy |
25,864
+189
| +0.7% | +$22.2K | 1.14% | 18 |
|
|
2019
Q2 | $2.87M | Buy |
25,675
+1,701
| +7% | +$190K | 1.04% | 19 |
|
|
2019
Q1 | $2.43M | Sell |
23,974
-413
| -2% | -$41.8K | 0.89% | 23 |
|
|
2018
Q4 | $2.38M | Buy |
24,387
+820
| +3% | +$80.1K | 0.96% | 24 |
|
|
2018
Q3 | $2.66M | Buy |
23,567
+6,496
| +38% | +$733K | 0.97% | 17 |
|
|
2018
Q2 | $1.78M | Sell |
17,071
-783
| -4% | -$81.6K | 0.63% | 43 |
|
|
2018
Q1 | $1.91M | Buy |
17,854
+52
| +0.3% | +$5.56K | 0.8% | 40 |
|
|
2017
Q4 | $1.9M | Buy |
17,802
+634
| +4% | +$67.8K | 0.71% | 42 |
|
|
2017
Q3 | $1.64M | Buy |
17,168
+612
| +4% | +$58.4K | 0.61% | 45 |
|
|
2017
Q2 | $1.51M | Sell |
16,556
-621
| -4% | -$56.8K | 0.6% | 54 |
|
|
2017
Q1 | $1.51M | Buy |
17,177
+1,365
| +9% | +$120K | 0.57% | 53 |
|
|
2016
Q4 | $1.36M | Buy |
15,812
+330
| +2% | +$28.4K | 0.57% | 54 |
|
|
2016
Q3 | $1.03M | Buy |
15,482
+1,121
| +8% | +$74.6K | 0.42% | 80 |
|
|
2016
Q2 | $892K | Buy |
14,361
+1,382
| +11% | +$85.8K | 0.47% | 67 |
|
|
2016
Q1 | $769K | Buy |
12,979
+605
| +5% | +$35.8K | 0.37% | 100 |
|
|
2015
Q4 | $799K | Buy |
12,374
+7,721
| +166% | +$499K | 0.36% | 95 |
|
|
2015
Q3 | $284K | Sell |
4,653
-146
| -3% | -$8.91K | 0.21% | 98 |
|
|
2015
Q2 | $325K | Sell |
4,799
-790
| -14% | -$53.5K | 0.23% | 98 |
|
|
2015
Q1 | $339K | Buy |
5,589
+368
| +7% | +$22.3K | 0.23% | 99 |
|
|
2014
Q4 | $327K | Sell |
5,221
-446
| -8% | -$27.9K | 0.24% | 100 |
|
|
2014
Q3 | $341K | Sell |
5,667
-276
| -5% | -$16.6K | 0.27% | 103 |
|
|
2014
Q2 | $342K | Sell |
5,943
-527
| -8% | -$30.4K | 0.26% | 102 |
|
|
2014
Q1 | $393K | Buy |
+6,470
| New | +$393K | 0.33% | 89 |
|