FAFN
First Affirmative Financial Network’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $656K | Sell |
2,675
-126
| -4% | -$30.9K | 0.4% | 62 |
|
|
2024
Q4 | $671K | Sell |
2,801
-3,586
| -56% | -$860K | 0.39% | 62 |
|
|
2024
Q3 | $1.35M | Buy |
6,387
+3,387
| +113% | +$714K | 0.74% | 24 |
|
|
2024
Q2 | $607K | Buy |
3,000
+306
| +11% | +$61.9K | 0.42% | 54 |
|
|
2024
Q1 | $540K | Buy |
2,694
+100
| +4% | +$20K | 0.4% | 66 |
|
|
2023
Q4 | $441K | Buy |
2,594
+80
| +3% | +$13.6K | 0.35% | 80 |
|
|
2023
Q3 | $365K | Buy |
2,514
+342
| +16% | +$49.6K | 0.36% | 86 |
|
|
2023
Q2 | $316K | Buy |
+2,172
| New | +$316K | 0.32% | 106 |
|
|
2022
Q1 | – | Sell |
-1,343
| Closed | -$213K | – | 158 |
|
|
2021
Q4 | $213K | Buy |
1,343
+82
| +7% | +$13K | 0.19% | 153 |
|
|
2021
Q3 | $206K | Buy |
+1,261
| New | +$206K | 0.21% | 148 |
|