Aaron Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
34,941
-5,277
| -13% | -$1.6M | 0.58% | 30 |
|
|
2025
Q4 | $13M | Buy |
40,218
+6,657
| +20% | +$2.06M | 0.71% | 24 |
|
|
2025
Q3 | $10.6M | Buy |
33,561
+11,942
| +55% | +$3.55M | 0.63% | 25 |
|
|
2025
Q2 | $6.27M | Buy |
21,619
+1,428
| +7% | +$364K | 0.64% | 27 |
|
|
2025
Q1 | $4.95M | Buy |
20,191
+1,218
| +6% | +$311K | 0.57% | 29 |
|
|
2024
Q4 | $4.55M | Buy |
18,973
+517
| +3% | +$120K | 0.53% | 32 |
|
|
2024
Q3 | $3.89M | Buy |
18,456
+2,564
| +16% | +$540K | 0.46% | 33 |
|
|
2024
Q2 | $3.21M | Buy |
15,892
+228
| +1% | +$44.6K | 0.45% | 34 |
|
|
2024
Q1 | $3.14M | Buy |
15,664
+4,109
| +36% | +$741K | 0.45% | 34 |
|
|
2023
Q4 | $1.97M | Sell |
11,555
-73
| -0.6% | -$11.1K | 0.33% | 42 |
|
|
2023
Q3 | $1.69M | Buy |
11,628
+215
| +2% | +$32.2K | 0.22% | 67 |
|
|
2023
Q2 | $1.66M | Buy |
11,413
+516
| +5% | +$71K | 0.22% | 70 |
|
|
2023
Q1 | $1.42M | Sell |
10,897
-93
| -0.8% | -$12.7K | 0.2% | 80 |
|
|
2022
Q4 | $1.47M | Buy |
10,990
+6,921
| +170% | +$877K | 0.22% | 75 |
|
|
2022
Q3 | $425K | Sell |
4,069
-438
| -10% | -$50.3K | 0.08% | 129 |
|
|
2022
Q2 | $507K | Sell |
4,507
-454,482
| -99% | -$56.3M | 0.13% | 100 |
|
|
2022
Q1 | $3.37M | Buy |
458,989
+455,438
| +12,826% | +$67.2M | 0.05% | 165 |
|
|
2021
Q4 | $562K | Buy |
3,551
+479
| +16% | +$78.7K | 0.16% | 89 |
|
|
2021
Q3 | $502K | Buy |
3,072
+142
| +5% | +$22.3K | 0.14% | 88 |
|
|
2021
Q2 | $455K | Buy |
2,930
+581
| +25% | +$91.2K | 0.15% | 96 |
|
|
2021
Q1 | $357K | Sell |
2,349
-1,291
| -35% | -$186K | 0.13% | 109 |
|
|
2020
Q4 | $462K | Buy |
+3,640
| New | +$407K | 0.17% | 84 |
|
Other funds holding JPM
VCM
VPM
