AWM
Activest Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
5,021
-102
| -2% | -$29.6K | 0.35% | 34 |
|
|
2025
Q1 | $1.26M | Buy |
5,123
+392
| +8% | +$96.2K | 0.34% | 41 |
|
|
2024
Q4 | $1.13M | Sell |
4,731
-334
| -7% | -$80.1K | 0.32% | 40 |
|
|
2024
Q3 | $1.07M | Buy |
5,065
+597
| +13% | +$126K | 0.33% | 38 |
|
|
2024
Q2 | $904K | Buy |
4,468
+4,431
| +11,976% | +$896K | 0.3% | 40 |
|
|
2024
Q1 | $7.48K | Sell |
37
-399
| -92% | -$80.7K | ﹤0.01% | 238 |
|
|
2023
Q4 | $74.1K | Buy |
436
+400
| +1,111% | +$68K | 0.04% | 72 |
|
|
2023
Q3 | $5.17K | Sell |
36
-71
| -66% | -$10.2K | ﹤0.01% | 224 |
|
|
2023
Q2 | $13.9K | Buy |
107
+5
| +5% | +$648 | 0.01% | 146 |
|
|
2023
Q1 | $13.1K | Sell |
102
-12,895
| -99% | -$1.65M | 0.01% | 147 |
|
|
2022
Q4 | $1.75M | Sell |
12,997
-470
| -3% | -$63.1K | 0.52% | 21 |
|
|
2022
Q3 | $1.41M | Buy |
13,467
+13,366
| +13,234% | +$1.4M | 0.46% | 22 |
|
|
2022
Q2 | $11K | Buy |
101
+7
| +7% | +$762 | 0.01% | 196 |
|
|
2022
Q1 | $13K | Buy |
94
+74
| +370% | +$10.2K | 0.01% | 183 |
|
|
2021
Q4 | $3K | Sell |
20
-411
| -95% | -$61.7K | ﹤0.01% | 285 |
|
|
2021
Q3 | $71K | Buy |
431
+319
| +285% | +$52.6K | 0.05% | 100 |
|
|
2021
Q2 | $17K | Sell |
112
-275
| -71% | -$41.7K | 0.01% | 159 |
|
|
2021
Q1 | $59K | Buy |
+387
| New | +$59K | 0.05% | 90 |
|