JPMorgan Chase & Co’s Finance of America Companies FOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.9K | Buy |
2,098
+2,050
| +4,271% | +$47.8K | ﹤0.01% | 5105 |
|
|
2025
Q1 | $1.02K | Sell |
48
-436
| -90% | -$9.27K | ﹤0.01% | 5748 |
|
|
2024
Q4 | $13.6K | Buy |
484
+354
| +272% | +$9.95K | ﹤0.01% | 5291 |
|
|
2024
Q3 | $1.51K | Sell |
130
-1,028
| -89% | -$11.9K | ﹤0.01% | 5600 |
|
|
2024
Q2 | $5.71K | Sell |
1,158
-6,476
| -85% | -$31.9K | ﹤0.01% | 5350 |
|
|
2024
Q1 | $56.1K | Buy |
7,634
+1,248
| +20% | +$9.17K | ﹤0.01% | 4933 |
|
|
2023
Q4 | $70.2K | Buy |
6,386
+2,786
| +77% | +$30.6K | ﹤0.01% | 4907 |
|
|
2023
Q3 | $46.1K | Sell |
3,600
-1,017
| -22% | -$13K | ﹤0.01% | 4934 |
|
|
2023
Q2 | $88.2K | Buy |
4,617
+1,512
| +49% | +$28.9K | ﹤0.01% | 4689 |
|
|
2023
Q1 | $38K | Buy |
3,105
+342
| +12% | +$4.19K | ﹤0.01% | 4990 |
|
|
2022
Q4 | $35K | Buy |
2,763
+587
| +27% | +$7.44K | ﹤0.01% | 4828 |
|
|
2022
Q3 | $32K | Hold |
2,176
| – | – | ﹤0.01% | 4817 |
|
|
2022
Q2 | $35K | Sell |
2,176
-5,325
| -71% | -$85.7K | ﹤0.01% | 4937 |
|
|
2022
Q1 | $228K | Buy |
7,501
+1,905
| +34% | +$57.9K | ﹤0.01% | 4379 |
|
|
2021
Q4 | $222K | Buy |
5,596
+2,587
| +86% | +$103K | ﹤0.01% | 4485 |
|
|
2021
Q3 | $149K | Buy |
3,009
+1,109
| +58% | +$54.9K | ﹤0.01% | 4536 |
|
|
2021
Q2 | $146K | Buy |
+1,900
| New | +$146K | ﹤0.01% | 4627 |
|