AAMA
Advanced Asset Management Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Hold |
38,207
| – | – | 2.99% | 7 |
|
|
2025
Q1 | $9.37M | Buy |
38,207
+1
| +0% | +$245 | 2.58% | 14 |
|
|
2024
Q4 | $9.16M | Sell |
38,206
-54
| -0.1% | -$12.9K | 2.4% | 14 |
|
|
2024
Q3 | $7.74M | Hold |
38,260
| – | – | 2.07% | 16 |
|
|
2024
Q2 | $7.74M | Sell |
38,260
-43
| -0.1% | -$8.7K | 2.06% | 16 |
|
|
2024
Q1 | $7.67M | Buy |
38,303
+1
| +0% | +$200 | 1.9% | 19 |
|
|
2023
Q4 | $6.52M | Buy |
38,302
+2
| +0% | +$340 | 1.55% | 26 |
|
|
2023
Q3 | $5.55M | Buy |
38,300
+1
| +0% | +$145 | 1.33% | 29 |
|
|
2023
Q2 | $5.57M | Buy |
38,299
+1
| +0% | +$145 | 1.29% | 31 |
|
|
2023
Q1 | $4.99M | Buy |
38,298
+1
| +0% | +$130 | 1.22% | 34 |
|
|
2022
Q4 | $5.14M | Buy |
38,297
+2
| +0% | +$268 | 1.29% | 30 |
|
|
2022
Q3 | $4M | Buy |
38,295
+1
| +0% | +$105 | 1.1% | 35 |
|
|
2022
Q2 | $4.31M | Buy |
38,294
+45
| +0.1% | +$5.07K | 1.11% | 38 |
|
|
2022
Q1 | $5.21M | Buy |
38,249
+1
| +0% | +$136 | 1.14% | 36 |
|
|
2021
Q4 | $6.06M | Buy |
38,248
+1
| +0% | +$158 | 1.25% | 26 |
|
|
2021
Q3 | $6.26M | Buy |
38,247
+1
| +0% | +$164 | 1.34% | 23 |
|
|
2021
Q2 | $5.95M | Buy |
38,246
+1
| +0% | +$156 | 1.26% | 25 |
|
|
2021
Q1 | $5.82M | Buy |
38,245
+1
| +0% | +$152 | 1.3% | 27 |
|
|
2020
Q4 | $4.86M | Buy |
38,244
+1
| +0% | +$127 | 1.13% | 27 |
|
|
2020
Q3 | $3.68M | Buy |
38,243
+2
| +0% | +$193 | 0.98% | 38 |
|
|
2020
Q2 | $3.6M | Buy |
38,241
+1
| +0% | +$94 | 1.05% | 34 |
|
|
2020
Q1 | $3.44M | Buy |
38,240
+105
| +0.3% | +$9.45K | 1.19% | 22 |
|
|
2019
Q4 | $5.32M | Hold |
38,135
| – | – | 1.61% | 9 |
|
|
2019
Q3 | $4.49M | Buy |
38,135
+110
| +0.3% | +$12.9K | 1.44% | 10 |
|
|
2019
Q2 | $4.25M | Buy |
38,025
+1
| +0% | +$112 | 1.47% | 10 |
|
|
2019
Q1 | $3.85M | Sell |
38,024
-2,357
| -6% | -$239K | 1.37% | 13 |
|
|
2018
Q4 | $3.94M | Buy |
40,381
+2,981
| +8% | +$291K | 1.26% | 14 |
|
|
2018
Q3 | $4.22M | Sell |
37,400
-2,980
| -7% | -$336K | 1.53% | 10 |
|
|
2018
Q2 | $4.21M | Hold |
40,380
| – | – | 1.36% | 12 |
|
|
2018
Q1 | $4.44M | Hold |
40,380
| – | – | 1.47% | 11 |
|
|
2017
Q4 | $4.32M | Buy |
+40,380
| New | +$4.32M | 1.42% | 12 |
|