APG
Abacus Planning Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Sell |
21,414
-91
| -0.4% | -$26.4K | 0.92% | 19 |
|
|
2025
Q1 | $5.28M | Buy |
21,505
+142
| +0.7% | +$34.8K | 0.92% | 19 |
|
|
2024
Q4 | $5.12M | Buy |
21,363
+14
| +0.1% | +$3.36K | 0.9% | 21 |
|
|
2024
Q3 | $4.5M | Buy |
21,349
+789
| +4% | +$166K | 0.8% | 21 |
|
|
2024
Q2 | $4.16M | Buy |
20,560
+256
| +1% | +$51.8K | 0.81% | 20 |
|
|
2024
Q1 | $4.07M | Sell |
20,304
-608
| -3% | -$122K | 0.79% | 20 |
|
|
2023
Q4 | $3.56M | Sell |
20,912
-86
| -0.4% | -$14.6K | 0.75% | 20 |
|
|
2023
Q3 | $3.05M | Buy |
20,998
+4
| +0% | +$580 | 0.74% | 21 |
|
|
2023
Q2 | $3.05M | Buy |
20,994
+2
| +0% | +$291 | 0.74% | 21 |
|
|
2023
Q1 | $2.74M | Buy |
20,992
+3
| +0% | +$391 | 0.7% | 24 |
|
|
2022
Q4 | $2.81M | Buy |
20,989
+120
| +0.6% | +$16.1K | 0.77% | 23 |
|
|
2022
Q3 | $2.18M | Sell |
20,869
-492
| -2% | -$51.4K | 0.66% | 28 |
|
|
2022
Q2 | $2.41M | Buy |
21,361
+608
| +3% | +$68.5K | 0.71% | 26 |
|
|
2022
Q1 | $2.83M | Buy |
20,753
+16
| +0.1% | +$2.18K | 0.76% | 24 |
|
|
2021
Q4 | $3.28M | Buy |
20,737
+517
| +3% | +$81.9K | 0.88% | 20 |
|
|
2021
Q3 | $3.31M | Buy |
20,220
+99
| +0.5% | +$16.2K | 1.05% | 19 |
|
|
2021
Q2 | $3.13M | Sell |
20,121
-1,423
| -7% | -$221K | 0.96% | 20 |
|
|
2021
Q1 | $3.28M | Buy |
21,544
+335
| +2% | +$51K | 1.05% | 18 |
|
|
2020
Q4 | $2.7M | Sell |
21,209
-297
| -1% | -$37.7K | 0.83% | 19 |
|
|
2020
Q3 | $2.07M | Sell |
21,506
-1,096
| -5% | -$105K | 0.76% | 22 |
|
|
2020
Q2 | $2.13M | Sell |
22,602
-963
| -4% | -$90.6K | 0.87% | 19 |
|
|
2020
Q1 | $2.12M | Sell |
23,565
-1,958
| -8% | -$176K | 1.04% | 16 |
|
|
2019
Q4 | $3.56M | Buy |
25,523
+41
| +0.2% | +$5.72K | 1.63% | 8 |
|
|
2019
Q3 | $3M | Buy |
25,482
+2,032
| +9% | +$239K | 1.49% | 11 |
|
|
2019
Q2 | $2.62M | Sell |
23,450
-2,049
| -8% | -$229K | 1.58% | 11 |
|
|
2019
Q1 | $2.58M | Buy |
25,499
+832
| +3% | +$84.2K | 1.61% | 11 |
|
|
2018
Q4 | $2.41M | Buy |
+24,667
| New | +$2.41M | 1.83% | 10 |
|