AWM
Accurate Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.99M | Buy |
34,668
+2,135
| +7% | +$615K | 1.53% | 9 |
|
|
2025
Q1 | $7.68M | Buy |
32,533
+1,499
| +5% | +$354K | 1.47% | 11 |
|
|
2024
Q4 | $7.45M | Sell |
31,034
-180
| -0.6% | -$43.2K | 1.43% | 11 |
|
|
2024
Q3 | $6.94M | Buy |
31,214
+2,893
| +10% | +$643K | 1.39% | 11 |
|
|
2024
Q2 | $5.94M | Buy |
28,321
+1,328
| +5% | +$279K | 1.43% | 12 |
|
|
2024
Q1 | $5.02M | Buy |
26,993
+1,887
| +8% | +$351K | 1.47% | 13 |
|
|
2023
Q4 | $4.28M | Sell |
25,106
-785
| -3% | -$134K | 1.33% | 12 |
|
|
2023
Q3 | $3.82M | Buy |
25,891
+1,314
| +5% | +$194K | 1.2% | 18 |
|
|
2023
Q2 | $3.68M | Buy |
24,577
+1,709
| +7% | +$256K | 1.15% | 17 |
|
|
2023
Q1 | $2.92M | Buy |
22,868
+1,324
| +6% | +$169K | 1.01% | 17 |
|
|
2022
Q4 | $2.99M | Buy |
21,544
+4,037
| +23% | +$560K | 1.1% | 12 |
|
|
2022
Q3 | $2.71M | Buy |
17,507
+5,493
| +46% | +$851K | 1.13% | 24 |
|
|
2022
Q2 | $1.37M | Sell |
12,014
-192
| -2% | -$21.9K | 0.74% | 32 |
|
|
2022
Q1 | $1.66M | Buy |
12,206
+6,233
| +104% | +$850K | 0.75% | 24 |
|
|
2021
Q4 | $1.69M | Buy |
5,973
+167
| +3% | +$47.3K | 1.38% | 11 |
|
|
2021
Q3 | $1.69M | Sell |
5,806
-9,770
| -63% | -$2.84M | 1.47% | 9 |
|
|
2021
Q2 | $2.42M | Buy |
+15,576
| New | +$2.42M | 2.13% | 9 |
|