AIM
Access Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
+50,392
| New | +$14.6M | 4.16% | 5 |
|
|
2024
Q4 | $12M | Hold |
50,000
| – | – | 3.47% | 9 |
|
|
2024
Q3 | $10.5M | Sell |
50,000
-10,000
| -17% | -$2.11M | 3.21% | 9 |
|
|
2024
Q2 | $12.1M | Hold |
60,000
| – | – | 3.94% | 7 |
|
|
2024
Q1 | $12M | Hold |
60,000
| – | – | 3.97% | 7 |
|
|
2023
Q4 | $10.2M | Buy |
+60,000
| New | +$10.2M | 3.81% | 8 |
|