AGA
Accuvest Global Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
7,052
+868
| +14% | +$252K | 1.33% | 24 |
|
|
2025
Q1 | $1.52M | Buy |
+6,184
| New | +$1.52M | 1.29% | 21 |
|
|
2024
Q4 | – | Sell |
-6,914
| Closed | -$1.46M | – | 43 |
|
|
2024
Q3 | $1.46M | Buy |
+6,914
| New | +$1.46M | 1.25% | 22 |
|
|
2024
Q2 | – | Sell |
-8,428
| Closed | -$1.69M | – | 69 |
|
|
2024
Q1 | $1.69M | Buy |
8,428
+2,202
| +35% | +$441K | 0.74% | 33 |
|
|
2023
Q4 | $1.06M | Sell |
6,226
-4,279
| -41% | -$728K | 1.13% | 21 |
|
|
2023
Q3 | $1.52M | Buy |
10,505
+855
| +9% | +$124K | 0.83% | 35 |
|
|
2023
Q2 | $1.4M | Sell |
9,650
-3,421
| -26% | -$497K | 0.72% | 37 |
|
|
2023
Q1 | $1.7M | Sell |
13,071
-8,515
| -39% | -$1.11M | 0.77% | 29 |
|
|
2022
Q4 | $2.9M | Buy |
21,586
+10,474
| +94% | +$1.4M | 0.96% | 26 |
|
|
2022
Q3 | $1.16M | Buy |
11,112
+1,109
| +11% | +$116K | 0.79% | 35 |
|
|
2022
Q2 | $1.13M | Buy |
10,003
+4,894
| +96% | +$551K | 0.72% | 37 |
|
|
2022
Q1 | $696K | Buy |
5,109
+875
| +21% | +$119K | 0.35% | 54 |
|
|
2021
Q4 | $670K | Buy |
4,234
+1,181
| +39% | +$187K | 0.29% | 59 |
|
|
2021
Q3 | $507K | Buy |
3,053
+621
| +26% | +$103K | 0.24% | 62 |
|
|
2021
Q2 | $378K | Sell |
2,432
-286
| -11% | -$44.5K | 0.19% | 61 |
|
|
2021
Q1 | $414K | Buy |
2,718
+2,034
| +297% | +$310K | 0.22% | 62 |
|
|
2020
Q4 | $87K | Sell |
684
-2,536
| -79% | -$323K | 0.26% | 30 |
|
|
2020
Q3 | $310K | Sell |
3,220
-4,408
| -58% | -$424K | 1.02% | 27 |
|
|
2020
Q2 | $717K | Sell |
7,628
-380
| -5% | -$35.7K | 1.89% | 25 |
|
|
2020
Q1 | $721K | Buy |
8,008
+7,912
| +8,242% | +$712K | 2.28% | 19 |
|
|
2019
Q4 | $13K | Buy |
+96
| New | +$13K | 0.03% | 49 |
|
|
2018
Q4 | – | Sell |
-4,274
| Closed | -$482K | – | 134 |
|
|
2018
Q3 | $482K | Buy |
+4,274
| New | +$482K | 0.18% | 101 |
|
|
2016
Q3 | – | Sell |
-7,264
| Closed | -$451K | – | 67 |
|
|
2016
Q2 | $451K | Sell |
7,264
-2,170
| -23% | -$135K | 0.28% | 39 |
|
|
2016
Q1 | $559K | Hold |
9,434
| – | – | 0.27% | 42 |
|
|
2015
Q4 | $623K | Hold |
9,434
| – | – | 0.27% | 42 |
|
|
2015
Q3 | $575K | Hold |
9,434
| – | – | 0.26% | 39 |
|
|
2015
Q2 | $639K | Sell |
9,434
-5,265
| -36% | -$357K | 0.24% | 47 |
|
|
2015
Q1 | $890K | Sell |
14,699
-14,699
| -50% | -$890K | 0.34% | 33 |
|
|
2014
Q4 | $1.84M | Buy |
29,398
+24,573
| +509% | +$1.54M | 0.39% | 32 |
|
|
2014
Q3 | $291K | Sell |
4,825
-1,715
| -26% | -$103K | 0.1% | 56 |
|
|
2014
Q2 | $377K | Buy |
6,540
+3,160
| +93% | +$182K | 0.12% | 60 |
|
|
2014
Q1 | $205K | Buy |
+3,380
| New | +$205K | 0.05% | 62 |
|