AWP
Abacus Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
2,990
+180
| +6% | +$52.2K | 0.13% | 33 |
|
|
2025
Q1 | $689K | Buy |
2,810
+12
| +0.4% | +$2.94K | 0.1% | 36 |
|
|
2024
Q4 | $671K | Sell |
2,798
-80
| -3% | -$19.2K | 0.1% | 37 |
|
|
2024
Q3 | $607K | Buy |
2,878
+309
| +12% | +$65.2K | 0.09% | 45 |
|
|
2024
Q2 | $520K | Sell |
2,569
-314
| -11% | -$63.5K | 0.09% | 46 |
|
|
2024
Q1 | $577K | Sell |
2,883
-531
| -16% | -$106K | 0.1% | 44 |
|
|
2023
Q4 | $581K | Buy |
3,414
+461
| +16% | +$78.4K | 0.1% | 38 |
|
|
2023
Q3 | $428K | Buy |
2,953
+1,128
| +62% | +$164K | 0.13% | 48 |
|
|
2023
Q2 | $265K | Buy |
1,825
+174
| +11% | +$25.3K | 0.08% | 69 |
|
|
2023
Q1 | $226K | Sell |
1,651
-1
| -0.1% | -$137 | 0.07% | 81 |
|
|
2022
Q4 | $222K | Sell |
1,652
-281
| -15% | -$37.7K | 0.08% | 73 |
|
|
2022
Q3 | $202K | Buy |
1,933
+149
| +8% | +$15.6K | 0.11% | 71 |
|
|
2022
Q2 | $201K | Buy |
1,784
+196
| +12% | +$22.1K | 0.1% | 76 |
|
|
2022
Q1 | $216K | Sell |
1,588
-811
| -34% | -$111K | 0.1% | 80 |
|
|
2021
Q4 | $380K | Sell |
2,399
-50
| -2% | -$7.92K | 0.13% | 65 |
|
|
2021
Q3 | $401K | Sell |
2,449
-841
| -26% | -$138K | 0.15% | 55 |
|
|
2021
Q2 | $512K | Hold |
3,290
| – | – | 0.2% | 41 |
|
|
2021
Q1 | $501K | Buy |
3,290
+326
| +11% | +$49.6K | 0.36% | 37 |
|
|
2020
Q4 | $377K | Buy |
+2,964
| New | +$377K | 0.33% | 47 |
|