AWM
Accel Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
8,204
-146
| -2% | -$42.3K | 0.79% | 30 |
|
|
2025
Q1 | $2.05M | Sell |
8,350
-143
| -2% | -$35.1K | 0.74% | 31 |
|
|
2024
Q4 | $2.04M | Sell |
8,493
-343
| -4% | -$82.2K | 0.77% | 32 |
|
|
2024
Q3 | $1.86M | Buy |
8,836
+176
| +2% | +$37.1K | 0.69% | 39 |
|
|
2024
Q2 | $1.75M | Buy |
8,660
+676
| +8% | +$137K | 0.7% | 40 |
|
|
2024
Q1 | $1.6M | Sell |
7,984
-15
| -0.2% | -$3K | 0.68% | 43 |
|
|
2023
Q4 | $1.36M | Buy |
7,999
+144
| +2% | +$24.5K | 0.68% | 41 |
|
|
2023
Q3 | $1.14M | Buy |
7,855
+27
| +0.3% | +$3.92K | 0.63% | 45 |
|
|
2023
Q2 | $1.14M | Buy |
7,828
+124
| +2% | +$18K | 0.63% | 46 |
|
|
2023
Q1 | $1M | Sell |
7,704
-402
| -5% | -$52.4K | 0.41% | 63 |
|
|
2022
Q4 | $1.09M | Sell |
8,106
-541
| -6% | -$72.5K | 0.52% | 52 |
|
|
2022
Q3 | $975K | Buy |
8,647
+8
| +0.1% | +$902 | 0.52% | 55 |
|
|
2022
Q2 | $976K | Sell |
8,639
-59
| -0.7% | -$6.67K | 0.56% | 51 |
|
|
2022
Q1 | $1.18M | Buy |
8,698
+46
| +0.5% | +$6.23K | 0.61% | 46 |
|
|
2021
Q4 | $1.37M | Buy |
8,652
+535
| +7% | +$84.7K | 0.67% | 44 |
|
|
2021
Q3 | $1.33M | Sell |
8,117
-14
| -0.2% | -$2.29K | 0.86% | 31 |
|
|
2021
Q2 | $1.27M | Buy |
8,131
+135
| +2% | +$21K | 0.84% | 31 |
|
|
2021
Q1 | $1.22M | Buy |
7,996
+165
| +2% | +$25.1K | 0.99% | 21 |
|
|
2020
Q4 | $995K | Buy |
+7,831
| New | +$995K | 0.93% | 22 |
|