First Affirmative Financial Network’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$656K Sell
2024
Q4
$671K Sell
2024
Q3
$1.35M Buy
2024
Q2
$607K Buy
2024
Q1
$540K Buy
2023
Q4
$441K Buy
2023
Q3
$365K Buy
2023
Q2
$316K Buy
2022
Q1
Sell
2021
Q4
$213K Buy
2021
Q3
$206K Buy