AIM
Acropolis Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Buy |
20,153
+48
| +0.2% | +$13.9K | 0.32% | 34 |
|
|
2025
Q1 | $4.93M | Sell |
20,105
-100
| -0.5% | -$24.5K | 0.29% | 38 |
|
|
2024
Q4 | $4.84M | Sell |
20,205
-40
| -0.2% | -$9.59K | 0.29% | 38 |
|
|
2024
Q3 | $4.27M | Buy |
20,245
+139
| +0.7% | +$29.3K | 0.25% | 38 |
|
|
2024
Q2 | $4.07M | Buy |
20,106
+672
| +3% | +$136K | 0.26% | 40 |
|
|
2024
Q1 | $3.89M | Sell |
19,434
-225
| -1% | -$45.1K | 0.25% | 40 |
|
|
2023
Q4 | $3.34M | Sell |
19,659
-266
| -1% | -$45.2K | 0.23% | 44 |
|
|
2023
Q3 | $2.89M | Buy |
19,925
+899
| +5% | +$130K | 0.22% | 46 |
|
|
2023
Q2 | $2.77M | Buy |
19,026
+240
| +1% | +$34.9K | 0.22% | 51 |
|
|
2023
Q1 | $2.45M | Buy |
18,786
+286
| +2% | +$37.3K | 0.2% | 50 |
|
|
2022
Q4 | $2.48M | Buy |
18,500
+402
| +2% | +$53.9K | 0.22% | 42 |
|
|
2022
Q3 | $1.89M | Sell |
18,098
-141
| -0.8% | -$14.7K | 0.19% | 49 |
|
|
2022
Q2 | $2.05M | Sell |
18,239
-438
| -2% | -$49.3K | 0.2% | 45 |
|
|
2022
Q1 | $2.55M | Sell |
18,677
-125
| -0.7% | -$17K | 0.23% | 44 |
|
|
2021
Q4 | $2.98M | Buy |
18,802
+475
| +3% | +$75.2K | 0.27% | 36 |
|
|
2021
Q3 | $2.98M | Buy |
18,327
+316
| +2% | +$51.4K | 0.36% | 35 |
|
|
2021
Q2 | $2.8M | Buy |
18,011
+107
| +0.6% | +$16.6K | 0.27% | 36 |
|
|
2021
Q1 | $2.73M | Buy |
17,904
+1,020
| +6% | +$155K | 0.28% | 35 |
|
|
2020
Q4 | $2.15M | Buy |
16,884
+651
| +4% | +$82.7K | 0.24% | 38 |
|
|
2020
Q3 | $1.56M | Sell |
16,233
-7
| -0% | -$674 | 0.19% | 44 |
|
|
2020
Q2 | $1.53M | Buy |
16,240
+1,789
| +12% | +$168K | 0.2% | 41 |
|
|
2020
Q1 | $1.3M | Buy |
14,451
+2,950
| +26% | +$266K | 0.2% | 44 |
|
|
2019
Q4 | $1.55M | Buy |
11,501
+1,108
| +11% | +$149K | 0.21% | 44 |
|
|
2019
Q3 | $1.22M | Buy |
10,393
+352
| +4% | +$41.4K | 0.18% | 53 |
|
|
2019
Q2 | $1.12M | Sell |
10,041
-25
| -0.2% | -$2.8K | 0.17% | 55 |
|
|
2019
Q1 | $1.02M | Buy |
10,066
+520
| +5% | +$52.6K | 0.16% | 60 |
|
|
2018
Q4 | $932K | Buy |
9,546
+417
| +5% | +$40.7K | 0.16% | 59 |
|
|
2018
Q3 | $1.03M | Buy |
9,129
+233
| +3% | +$26.3K | 0.17% | 53 |
|
|
2018
Q2 | $927K | Sell |
8,896
-4,842
| -35% | -$505K | 0.15% | 58 |
|
|
2018
Q1 | $1.51M | Buy |
13,738
+1,645
| +14% | +$181K | 0.25% | 44 |
|
|
2017
Q4 | $1.29M | Sell |
12,093
-271
| -2% | -$29K | 0.2% | 50 |
|
|
2017
Q3 | $1.18M | Sell |
12,364
-2,190
| -15% | -$209K | 0.19% | 51 |
|
|
2017
Q2 | $1.33M | Sell |
14,554
-256
| -2% | -$23.4K | 0.23% | 51 |
|
|
2017
Q1 | $1.3M | Sell |
14,810
-610
| -4% | -$53.6K | 0.23% | 52 |
|
|
2016
Q4 | $1.33M | Sell |
15,420
-20
| -0.1% | -$1.73K | 0.25% | 47 |
|
|
2016
Q3 | $1.03M | Buy |
15,440
+19
| +0.1% | +$1.27K | 0.19% | 62 |
|
|
2016
Q2 | $958K | Sell |
15,421
-60
| -0.4% | -$3.73K | 0.18% | 63 |
|
|
2016
Q1 | $917K | Buy |
15,481
+1,185
| +8% | +$70.2K | 0.18% | 65 |
|
|
2015
Q4 | $944K | Buy |
14,296
+1,385
| +11% | +$91.5K | 0.19% | 63 |
|
|
2015
Q3 | $787K | Buy |
12,911
+965
| +8% | +$58.8K | 0.16% | 68 |
|
|
2015
Q2 | $809K | Buy |
11,946
+340
| +3% | +$23K | 0.16% | 64 |
|
|
2015
Q1 | $703K | Buy |
11,606
+1,630
| +16% | +$98.7K | 0.13% | 72 |
|
|
2014
Q4 | $624K | Buy |
9,976
+776
| +8% | +$48.6K | 0.12% | 74 |
|
|
2014
Q3 | $554K | Buy |
9,200
+1,679
| +22% | +$101K | 0.11% | 76 |
|
|
2014
Q2 | $433K | Buy |
7,521
+3,900
| +108% | +$225K | 0.09% | 89 |
|
|
2014
Q1 | $220K | Buy |
3,621
+100
| +3% | +$6.07K | 0.04% | 106 |
|
|
2013
Q4 | $206K | Hold |
3,521
| – | – | 0.04% | 107 |
|
|
2013
Q3 | $182K | Buy |
3,521
+192
| +6% | +$9.92K | 0.04% | 111 |
|
|
2013
Q2 | $176K | Buy |
+3,329
| New | +$176K | 0.04% | 98 |
|