Arlington Financial Advisors’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 | $6.77M | Sell |
23,351
-1,676
| -7% | -$486K | 1.11% | 25 |
|
|
2025
Q1 | $6.14M | Buy |
25,027
+59
| +0.2% | +$14.5K | 1.08% | 27 |
|
|
2024
Q4 | $5.99M | Sell |
24,968
-191
| -0.8% | -$45.8K | 1.19% | 26 |
|
|
2024
Q3 | $5.31M | Sell |
25,159
-518
| -2% | -$109K | 1.09% | 24 |
|
|
2024
Q2 | $5.19M | Sell |
25,677
-804
| -3% | -$163K | 1.14% | 24 |
|
|
2024
Q1 | $5.3M | Sell |
26,481
-929
| -3% | -$186K | 1.16% | 24 |
|
|
2023
Q4 | $4.66M | Buy |
27,410
+18
| +0.1% | +$3.06K | 1.39% | 21 |
|
|
2023
Q3 | $3.97M | Sell |
27,392
-203
| -0.7% | -$29.4K | 1.41% | 19 |
|
|
2023
Q2 | $4.01M | Buy |
27,595
+262
| +1% | +$38.1K | 1.46% | 16 |
|
|
2023
Q1 | $3.56M | Sell |
27,333
-458
| -2% | -$59.7K | 1.37% | 18 |
|
|
2022
Q4 | $3.73M | Buy |
27,791
+1,449
| +6% | +$194K | 1.57% | 17 |
|
|
2022
Q3 | $2.75M | Sell |
26,342
-729
| -3% | -$76.2K | 1.4% | 22 |
|
|
2022
Q2 | $3.05M | Buy |
27,071
+420
| +2% | +$47.3K | 1.37% | 22 |
|
|
2022
Q1 | $3.63M | Buy |
26,651
+821
| +3% | +$112K | 1.38% | 20 |
|
|
2021
Q4 | $4.09M | Sell |
25,830
-685
| -3% | -$108K | 1.39% | 19 |
|
|
2021
Q3 | $4.34M | Sell |
26,515
-115
| -0.4% | -$18.8K | 1.7% | 16 |
|
|
2021
Q2 | $4.14M | Buy |
26,630
+1,903
| +8% | +$296K | 1.57% | 17 |
|
|
2021
Q1 | $3.76M | Buy |
24,727
+249
| +1% | +$37.9K | 1.53% | 19 |
|
|
2020
Q4 | $3.11M | Buy |
24,478
+1,398
| +6% | +$178K | 1.31% | 24 |
|
|
2020
Q3 | $2.22M | Buy |
23,080
+837
| +4% | +$80.6K | 1.14% | 27 |
|
|
2020
Q2 | $2.09M | Sell |
22,243
-694
| -3% | -$65.3K | 1.18% | 28 |
|
|
2020
Q1 | $2.07M | Buy |
22,937
+1,470
| +7% | +$132K | 1.47% | 21 |
|
|
2019
Q4 | $2.99M | Sell |
21,467
-326
| -1% | -$45.4K | 1.66% | 19 |
|
|
2019
Q3 | $2.57M | Buy |
21,793
+100
| +0.5% | +$11.8K | 1.46% | 22 |
|
|
2019
Q2 | $2.43M | Buy |
21,693
+1,962
| +10% | +$219K | 1.39% | 25 |
|
|
2019
Q1 | $2M | Buy |
19,731
+16,561
| +522% | +$1.68M | 1.13% | 30 |
|
|
2018
Q4 | $309K | Buy |
3,170
+234
| +8% | +$22.8K | 0.13% | 62 |
|
|
2018
Q3 | $327K | Hold |
2,936
| – | – | 0.2% | 44 |
|
|
2018
Q2 | $337K | Sell |
2,936
-14
| -0.5% | -$1.61K | 0.2% | 48 |
|
|
2018
Q1 | $328K | Hold |
2,950
| – | – | 0.22% | 45 |
|
|
2017
Q4 | $341K | Buy |
+2,950
| New | +$341K | 0.16% | 45 |
|