AW
ACG Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.65M | Sell |
25,355
-249
| -1% | -$26K | 0.61% | 48 |
|
|
2022
Q2 | $2.88M | Buy |
25,604
+406
| +2% | +$45.7K | 0.59% | 47 |
|
|
2022
Q1 | $3.44M | Sell |
25,198
-8,710
| -26% | -$1.19M | 0.65% | 44 |
|
|
2021
Q4 | $5.37M | Sell |
33,908
-4,771
| -12% | -$755K | 0.76% | 36 |
|
|
2021
Q3 | $6.33M | Sell |
38,679
-986
| -2% | -$161K | 0.83% | 34 |
|
|
2021
Q2 | $6.17M | Sell |
39,665
-2,442
| -6% | -$380K | 0.78% | 36 |
|
|
2021
Q1 | $6.41M | Sell |
42,107
-3,866
| -8% | -$589K | 0.85% | 29 |
|
|
2020
Q4 | $5.84M | Sell |
45,973
-1,640
| -3% | -$208K | 0.81% | 31 |
|
|
2020
Q3 | $4.58M | Sell |
47,613
-2,299
| -5% | -$221K | 0.69% | 41 |
|
|
2020
Q2 | $4.7M | Sell |
49,912
-3,608
| -7% | -$339K | 0.77% | 41 |
|
|
2020
Q1 | $4.82M | Sell |
53,520
-6,936
| -11% | -$624K | 0.9% | 24 |
|
|
2019
Q4 | $8.43M | Sell |
60,456
-3,985
| -6% | -$556K | 1.25% | 14 |
|
|
2019
Q3 | $7.58M | Sell |
64,441
-12,818
| -17% | -$1.51M | 1.12% | 18 |
|
|
2019
Q2 | $8.64M | Sell |
77,259
-1,433
| -2% | -$160K | 1.16% | 19 |
|
|
2019
Q1 | $7.97M | Buy |
78,692
+4,584
| +6% | +$464K | 1.07% | 18 |
|
|
2018
Q4 | $7.24M | Buy |
74,108
+1,600
| +2% | +$156K | 1.11% | 17 |
|
|
2018
Q3 | $8.18M | Sell |
72,508
-982
| -1% | -$111K | 1.08% | 22 |
|
|
2018
Q2 | $7.66M | Buy |
73,490
+3,329
| +5% | +$347K | 1.16% | 20 |
|
|
2018
Q1 | $7.72M | Buy |
70,161
+847
| +1% | +$93.1K | 1.17% | 16 |
|
|
2017
Q4 | $7.41M | Sell |
69,314
-2,388
| -3% | -$255K | 1.1% | 16 |
|
|
2017
Q3 | $6.85M | Sell |
71,702
-6,034
| -8% | -$576K | 1.19% | 17 |
|
|
2017
Q2 | $7.1M | Buy |
77,736
+3,867
| +5% | +$353K | 1.17% | 15 |
|
|
2017
Q1 | $6.49M | Buy |
73,869
+21,841
| +42% | +$1.92M | 1.19% | 15 |
|
|
2016
Q4 | $4.49M | Buy |
52,028
+15,129
| +41% | +$1.31M | 0.95% | 22 |
|
|
2016
Q3 | $2.46M | Sell |
36,899
-835
| -2% | -$55.6K | 0.52% | 56 |
|
|
2016
Q2 | $2.35M | Buy |
37,734
+472
| +1% | +$29.3K | 0.52% | 56 |
|
|
2016
Q1 | $2.21M | Buy |
37,262
+12,315
| +49% | +$729K | 0.5% | 58 |
|
|
2015
Q4 | $1.65M | Buy |
24,947
+19,067
| +324% | +$1.26M | 0.37% | 80 |
|
|
2015
Q3 | $358K | Buy |
+5,880
| New | +$358K | 0.1% | 145 |
|