AWA
Aaron Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Buy |
21,619
+1,428
| +7% | +$414K | 0.64% | 27 |
|
|
2025
Q1 | $4.95M | Buy |
20,191
+1,218
| +6% | +$299K | 0.57% | 29 |
|
|
2024
Q4 | $4.55M | Buy |
18,973
+517
| +3% | +$124K | 0.53% | 32 |
|
|
2024
Q3 | $3.89M | Buy |
18,456
+2,564
| +16% | +$541K | 0.46% | 33 |
|
|
2024
Q2 | $3.21M | Buy |
15,892
+228
| +1% | +$46.1K | 0.45% | 34 |
|
|
2024
Q1 | $3.14M | Buy |
15,664
+4,109
| +36% | +$823K | 0.45% | 34 |
|
|
2023
Q4 | $1.97M | Sell |
11,555
-73
| -0.6% | -$12.4K | 0.33% | 42 |
|
|
2023
Q3 | $1.69M | Buy |
11,628
+215
| +2% | +$31.2K | 0.22% | 67 |
|
|
2023
Q2 | $1.66M | Buy |
11,413
+516
| +5% | +$75K | 0.22% | 70 |
|
|
2023
Q1 | $1.42M | Sell |
10,897
-93
| -0.8% | -$12.1K | 0.2% | 80 |
|
|
2022
Q4 | $1.47M | Buy |
10,990
+6,921
| +170% | +$928K | 0.22% | 74 |
|
|
2022
Q3 | $425K | Sell |
4,069
-438
| -10% | -$45.7K | 0.08% | 129 |
|
|
2022
Q2 | $507K | Sell |
4,507
-454,482
| -99% | -$51.1M | 0.13% | 100 |
|
|
2022
Q1 | $3.37M | Buy |
458,989
+455,438
| +12,826% | +$3.34M | 0.05% | 165 |
|
|
2021
Q4 | $562K | Buy |
3,551
+479
| +16% | +$75.8K | 0.16% | 89 |
|
|
2021
Q3 | $502K | Buy |
3,072
+142
| +5% | +$23.2K | 0.14% | 88 |
|
|
2021
Q2 | $455K | Buy |
2,930
+581
| +25% | +$90.2K | 0.15% | 96 |
|
|
2021
Q1 | $357K | Sell |
2,349
-1,291
| -35% | -$196K | 0.13% | 109 |
|
|
2020
Q4 | $462K | Buy |
+3,640
| New | +$462K | 0.17% | 84 |
|