AWM
Absher Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Sell |
111,190
-6,657
| -6% | -$1.93M | 3.99% | 9 |
|
|
2025
Q1 | $28.9M | Buy |
117,847
+2,057
| +2% | +$505K | 3.79% | 10 |
|
|
2024
Q4 | $27.8M | Sell |
115,790
-13,665
| -11% | -$3.28M | 3.63% | 13 |
|
|
2024
Q3 | $27.3M | Sell |
129,455
-839
| -0.6% | -$177K | 3.52% | 12 |
|
|
2024
Q2 | $26.4M | Sell |
130,294
-9,861
| -7% | -$1.99M | 3.7% | 11 |
|
|
2024
Q1 | $28.1M | Sell |
140,155
-4,949
| -3% | -$991K | 3.89% | 10 |
|
|
2023
Q4 | $24.7M | Sell |
145,104
-8,617
| -6% | -$1.47M | 3.71% | 12 |
|
|
2023
Q3 | $22.3M | Buy |
153,721
+3,860
| +3% | +$560K | 3.71% | 12 |
|
|
2023
Q2 | $21.8M | Buy |
149,861
+908
| +0.6% | +$132K | 3.61% | 13 |
|
|
2023
Q1 | $19.4M | Sell |
148,953
-63,747
| -30% | -$8.31M | 3.36% | 17 |
|
|
2022
Q4 | $28.5M | Buy |
212,700
+7,155
| +3% | +$959K | 5.23% | 2 |
|
|
2022
Q3 | $21.5M | Buy |
205,545
+20,569
| +11% | +$2.15M | 4.51% | 7 |
|
|
2022
Q2 | $20.8M | Buy |
184,976
+16,099
| +10% | +$1.81M | 4.05% | 9 |
|
|
2022
Q1 | $23M | Buy |
168,877
+33,534
| +25% | +$4.57M | 3.93% | 10 |
|
|
2021
Q4 | $21.4M | Buy |
135,343
+728
| +0.5% | +$115K | 3.59% | 13 |
|
|
2021
Q3 | $22M | Sell |
134,615
-7,513
| -5% | -$1.23M | 4.08% | 6 |
|
|
2021
Q2 | $22.1M | Buy |
142,128
+5,170
| +4% | +$804K | 3.92% | 6 |
|
|
2021
Q1 | $20.8M | Sell |
136,958
-244
| -0.2% | -$37.1K | 3.95% | 8 |
|
|
2020
Q4 | $17.4M | Buy |
137,202
+6,832
| +5% | +$868K | 3.65% | 8 |
|
|
2020
Q3 | $12.6M | Buy |
130,370
+305
| +0.2% | +$29.4K | 3.02% | 18 |
|
|
2020
Q2 | $12.2M | Buy |
130,065
+6,565
| +5% | +$618K | 3.12% | 13 |
|
|
2020
Q1 | $11.1M | Buy |
123,500
+4,716
| +4% | +$425K | 3.45% | 11 |
|
|
2019
Q4 | $16M | Buy |
+118,784
| New | +$16M | 4.05% | 6 |
|