AWA
Acorn Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
12,640
+154
| +1% | +$44.6K | 1.36% | 17 |
|
|
2025
Q1 | $3.06M | Sell |
12,486
-109
| -0.9% | -$26.7K | 1.28% | 18 |
|
|
2024
Q4 | $3.02M | Sell |
12,595
-55
| -0.4% | -$13.2K | 1.25% | 18 |
|
|
2024
Q3 | $2.67M | Buy |
12,650
+994
| +9% | +$210K | 1.15% | 20 |
|
|
2024
Q2 | $2.36M | Buy |
11,656
+77
| +0.7% | +$15.6K | 1.17% | 22 |
|
|
2024
Q1 | $2.32M | Sell |
11,579
-229
| -2% | -$45.9K | 1.21% | 20 |
|
|
2023
Q4 | $2.01M | Sell |
11,808
-147
| -1% | -$25K | 1.19% | 23 |
|
|
2023
Q3 | $1.73M | Buy |
11,955
+34
| +0.3% | +$4.93K | 1.15% | 20 |
|
|
2023
Q2 | $1.73M | Sell |
11,921
-20
| -0.2% | -$2.91K | 1.18% | 20 |
|
|
2023
Q1 | $1.56M | Sell |
11,941
-157
| -1% | -$20.5K | 1.15% | 19 |
|
|
2022
Q4 | $1.62M | Buy |
12,098
+87
| +0.7% | +$11.7K | 1.24% | 19 |
|
|
2022
Q3 | $1.26M | Buy |
12,011
+339
| +3% | +$35.4K | 1.03% | 22 |
|
|
2022
Q2 | $1.31M | Sell |
11,672
-178
| -2% | -$20K | 1.04% | 21 |
|
|
2022
Q1 | $1.62M | Buy |
11,850
+34
| +0.3% | +$4.63K | 1.11% | 20 |
|
|
2021
Q4 | $1.87M | Buy |
11,816
+44
| +0.4% | +$6.97K | 1.19% | 19 |
|
|
2021
Q3 | $1.93M | Buy |
11,772
+241
| +2% | +$39.5K | 1.35% | 16 |
|
|
2021
Q2 | $1.79M | Buy |
11,531
+289
| +3% | +$45K | 1.24% | 18 |
|
|
2021
Q1 | $1.71M | Sell |
11,242
-53
| -0.5% | -$8.07K | 1.23% | 18 |
|
|
2020
Q4 | $1.44M | Sell |
11,295
-268
| -2% | -$34K | 1.13% | 18 |
|
|
2020
Q3 | $1.11M | Sell |
11,563
-231
| -2% | -$22.2K | 0.98% | 20 |
|
|
2020
Q2 | $1.11M | Buy |
11,794
+371
| +3% | +$34.9K | 1.03% | 20 |
|
|
2020
Q1 | $1.01M | Buy |
11,423
+141
| +1% | +$12.5K | 1.13% | 20 |
|
|
2019
Q4 | $1.53M | Sell |
11,282
-17
| -0.2% | -$2.31K | 1.29% | 19 |
|
|
2019
Q3 | $1.45M | Sell |
11,299
-2,148
| -16% | -$276K | 1.25% | 19 |
|
|
2019
Q2 | $1.48M | Sell |
13,447
-3,987
| -23% | -$438K | 1.35% | 16 |
|
|
2019
Q1 | $1.92M | Sell |
17,434
-219
| -1% | -$24.1K | 1.73% | 11 |
|
|
2018
Q4 | $1.77M | Sell |
17,653
-594
| -3% | -$59.5K | 1.81% | 12 |
|
|
2018
Q3 | $1.98M | Buy |
18,247
+148
| +0.8% | +$16.1K | 1.95% | 10 |
|
|
2018
Q2 | $1.9M | Sell |
18,099
-6
| -0% | -$631 | 1.62% | 10 |
|
|
2018
Q1 | $1.99M | Sell |
18,105
-321
| -2% | -$35.3K | 1.72% | 9 |
|
|
2017
Q4 | $1.99M | Buy |
+18,426
| New | +$1.99M | 1.82% | 9 |
|