Acima Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Hold |
569
| – | – | 0.06% | 122 |
|
|
2025
Q1 | $140K | Hold |
569
| – | – | 0.05% | 125 |
|
|
2024
Q4 | $136K | Hold |
569
| – | – | 0.05% | 129 |
|
|
2024
Q3 | $120K | Hold |
569
| – | – | 0.04% | 133 |
|
|
2024
Q2 | $115K | Hold |
569
| – | – | 0.04% | 129 |
|
|
2024
Q1 | $114K | Hold |
569
| – | – | 0.04% | 132 |
|
|
2023
Q4 | $96.8K | Hold |
569
| – | – | 0.04% | 144 |
|
|
2023
Q3 | $82.5K | Hold |
569
| – | – | 0.04% | 151 |
|
|
2023
Q2 | $82.8K | Hold |
569
| – | – | 0.04% | 155 |
|
|
2023
Q1 | $74.1K | Buy |
569
+110
| +24% | +$14.3K | 0.04% | 159 |
|
|
2022
Q4 | $61.6K | Hold |
459
| – | – | 0.03% | 152 |
|
|
2022
Q3 | $48K | Hold |
459
| – | – | 0.02% | 155 |
|
|
2022
Q2 | $51.7K | Hold |
459
| – | – | 0.03% | 158 |
|
|
2022
Q1 | $63K | Hold |
459
| – | – | 0.03% | 159 |
|
|
2021
Q4 | $73K | Hold |
459
| – | – | 0.03% | 157 |
|
|
2021
Q3 | $75K | Hold |
459
| – | – | 0.03% | 153 |
|
|
2021
Q2 | $71K | Hold |
459
| – | – | 0.03% | 153 |
|
|
2021
Q1 | $70K | Hold |
459
| – | – | 0.03% | 152 |
|
|
2020
Q4 | $58K | Hold |
459
| – | – | 0.03% | 152 |
|
|
2020
Q3 | $44K | Sell |
459
-652
| -59% | -$62.5K | 0.03% | 156 |
|
|
2020
Q2 | $105K | Hold |
1,111
| – | – | 0.07% | 139 |
|
|
2020
Q1 | $100K | Hold |
1,111
| – | – | 0.08% | 145 |
|
|
2019
Q4 | $155K | Hold |
1,111
| – | – | 0.11% | 150 |
|
|
2019
Q3 | $130K | Buy |
1,111
+175
| +19% | +$20.5K | 0.1% | 151 |
|
|
2019
Q2 | $105K | Hold |
936
| – | – | 0.08% | 154 |
|
|
2019
Q1 | $95K | Buy |
936
+544
| +139% | +$55.2K | 0.08% | 152 |
|
|
2018
Q4 | $38K | Buy |
+392
| New | +$38K | 0.04% | 169 |
|