APM
Advanced Portfolio Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
1,478
| – | – | 1.2% | 27 |
|
|
2025
Q1 | $363K | Buy |
+1,478
| New | +$363K | 0.73% | 32 |
|
|
2024
Q4 | – | Sell |
-1,440
| Closed | -$304K | – | 61 |
|
|
2024
Q3 | $304K | Sell |
1,440
-1,248
| -46% | -$263K | 0.31% | 37 |
|
|
2024
Q2 | $544K | Hold |
2,688
| – | – | 0.36% | 38 |
|
|
2024
Q1 | $538K | Buy |
+2,688
| New | +$538K | 1.02% | 23 |
|
|
2023
Q3 | – | Sell |
-9,336
| Closed | -$1.36M | – | 88 |
|
|
2023
Q2 | $1.36M | Buy |
+9,336
| New | +$1.36M | 1.24% | 23 |
|