AAFCPAs Wealth Management, LLC
- SEC CIK
- 0001726609
- Latest filing
- Jul 17, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by AAFCPAs Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −693−100.0% | Sold out | Holders |
| Q1 2026 | 693 | $204.0K | 0.1% | +693 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −989−100.0% | Sold out | Holders |
| Q2 2025 | 989 | $286.8K | 0.1% | −79−7.4% | Reduced | Holders |
| Q1 2025 | 1,068 | $261.9K | 0.1% | −37−3.3% | Reduced | Holders |
| Q4 2024 | 1,105 | $265.0K | 0.1% | +115+11.6% | Added | Holders |
| Q3 2024 | 990 | $208.7K | 0.1% | −39−3.8% | Reduced | Holders |
| Q2 2024 | 1,029 | $208.1K | 0.1% | −109−9.6% | Reduced | Holders |
| Q1 2024 | 1,138 | $227.9K | 0.1% | −172−13.1% | Reduced | Holders |
| Q4 2023 | 1,310 | $222.8K | 0.1% | +1,310 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −1,387−100.0% | Sold out | Holders |
| Q2 2023 | 1,387 | $201.7K | 0.1% | −399−22.3% | Reduced | Holders |
| Q1 2023 | 1,786 | $232.8K | 0.2% | +1,786 | New | Holders |