AFS
Axiom Financial Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
1,539
-708
| -32% | -$205K | 0.25% | 27 |
|
|
2025
Q1 | $551K | Buy |
2,247
+45
| +2% | +$11K | 0.33% | 25 |
|
|
2024
Q4 | $528K | Sell |
2,202
-143
| -6% | -$34.3K | 0.29% | 26 |
|
|
2024
Q3 | $494K | Buy |
+2,345
| New | +$494K | 0.26% | 27 |
|
|
2024
Q2 | – | Sell |
-2,024
| Closed | -$405K | – | 32 |
|
|
2024
Q1 | $405K | Sell |
2,024
-76
| -4% | -$15.2K | 0.26% | 26 |
|
|
2023
Q4 | $357K | Buy |
2,100
+75
| +4% | +$12.8K | 0.23% | 26 |
|
|
2023
Q3 | $294K | Sell |
2,025
-3
| -0.1% | -$435 | 0.2% | 28 |
|
|
2023
Q2 | $295K | Sell |
2,028
-118
| -5% | -$17.2K | 0.17% | 31 |
|
|
2023
Q1 | $280K | Sell |
2,146
-14
| -0.6% | -$1.83K | 0.16% | 30 |
|
|
2022
Q4 | $290K | Sell |
2,160
-11,807
| -85% | -$1.58M | 0.18% | 30 |
|
|
2022
Q3 | $1.46M | Sell |
13,967
-21
| -0.2% | -$2.2K | 0.78% | 23 |
|
|
2022
Q2 | $1.58M | Buy |
13,988
+12
| +0.1% | +$1.35K | 0.83% | 24 |
|
|
2022
Q1 | $1.66M | Sell |
13,976
-93
| -0.7% | -$11K | 0.83% | 24 |
|
|
2021
Q4 | $2.23M | Buy |
14,069
+111
| +0.8% | +$17.6K | 1.01% | 21 |
|
|
2021
Q3 | $2.29M | Sell |
13,958
-309
| -2% | -$50.6K | 1.08% | 24 |
|
|
2021
Q2 | $2.22M | Buy |
14,267
+5,877
| +70% | +$914K | 1.02% | 20 |
|
|
2021
Q1 | $1.28M | Buy |
8,390
+54
| +0.6% | +$8.22K | 0.63% | 24 |
|
|
2020
Q4 | $803K | Hold |
8,336
| – | – | 0.48% | 32 |
|
|
2020
Q3 | $803K | Buy |
8,336
+194
| +2% | +$18.7K | 0.48% | 32 |
|
|
2020
Q2 | $766K | Buy |
8,142
+485
| +6% | +$45.6K | 0.5% | 30 |
|
|
2020
Q1 | $689K | Buy |
+7,657
| New | +$689K | 0.56% | 29 |
|