AIMA
Ables Iannone Moore & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Sell |
24,902
-614
| -2% | -$178K | 4.49% | 7 |
|
|
2025
Q1 | $6.26M | Sell |
25,516
-159
| -0.6% | -$39K | 4.26% | 6 |
|
|
2024
Q4 | $6.15M | Sell |
25,675
-103
| -0.4% | -$24.7K | 3.8% | 8 |
|
|
2024
Q3 | $5.44M | Buy |
25,778
+67
| +0.3% | +$14.1K | 3.51% | 9 |
|
|
2024
Q2 | $5.2M | Sell |
25,711
-333
| -1% | -$67.4K | 3.44% | 8 |
|
|
2024
Q1 | $5.22M | Sell |
26,044
-145
| -0.6% | -$29K | 3.73% | 9 |
|
|
2023
Q4 | $4.45M | Buy |
+26,189
| New | +$4.45M | 3.4% | 9 |
|