AFG
Atomi Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
66,390
+3,725
| +6% | +$1.08M | 0.73% | 29 |
|
|
2025
Q1 | $15.4M | Buy |
62,665
+874
| +1% | +$214K | 0.7% | 31 |
|
|
2024
Q4 | $14.8M | Buy |
61,791
+6,975
| +13% | +$1.67M | 0.75% | 29 |
|
|
2024
Q3 | $11.6M | Buy |
54,816
+3,001
| +6% | +$633K | 0.72% | 27 |
|
|
2024
Q2 | $10.5M | Buy |
51,815
+6,636
| +15% | +$1.34M | 0.78% | 26 |
|
|
2024
Q1 | $9.05M | Buy |
45,179
+5,851
| +15% | +$1.17M | 0.83% | 20 |
|
|
2023
Q4 | $6.69M | Buy |
39,328
+9,683
| +33% | +$1.65M | 0.93% | 15 |
|
|
2023
Q3 | $4.3M | Buy |
29,645
+599
| +2% | +$86.9K | 1.44% | 6 |
|
|
2023
Q2 | $4.22M | Buy |
29,046
+210
| +0.7% | +$30.5K | 1.93% | 4 |
|
|
2023
Q1 | $3.76M | Buy |
+28,836
| New | +$3.76M | 2.1% | 4 |
|