AFM
Armstrong Fleming & Moore’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
10,417
+5,348
| +106% | +$1.55M | 1.64% | 10 |
|
|
2025
Q1 | $1.24M | Sell |
5,069
-5,248
| -51% | -$1.29M | 1.51% | 18 |
|
|
2024
Q4 | $2.47M | Hold |
10,317
| – | – | 1.5% | 11 |
|
|
2024
Q3 | $2.18M | Buy |
10,317
+2
| +0% | +$422 | 1.27% | 14 |
|
|
2024
Q2 | $2.09M | Hold |
10,315
| – | – | 1.34% | 14 |
|
|
2024
Q1 | $2.07M | Buy |
10,315
+120
| +1% | +$24K | 1.43% | 13 |
|
|
2023
Q4 | $1.73M | Hold |
10,195
| – | – | 1.31% | 17 |
|
|
2023
Q3 | $1.48M | Hold |
10,195
| – | – | 1.43% | 17 |
|
|
2023
Q2 | $1.48M | Buy |
+10,195
| New | +$1.48M | 1.36% | 17 |
|