ARIS
Advanced Research Investment Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,708
| Closed | -$291K | – | 16 |
|
|
2023
Q4 | $291K | Buy |
1,708
+262
| +18% | +$44.6K | 0.18% | 24 |
|
|
2023
Q3 | $210K | Buy |
+1,446
| New | +$210K | 0.14% | 28 |
|
|
2022
Q4 | – | Sell |
-174
| Closed | -$18K | – | 92 |
|
|
2022
Q3 | $18K | Sell |
174
-114
| -40% | -$11.8K | 0.01% | 111 |
|
|
2022
Q2 | $32K | Hold |
288
| – | – | 0.02% | 54 |
|
|
2022
Q1 | $39K | Buy |
288
+156
| +118% | +$21.1K | 0.02% | 83 |
|
|
2021
Q4 | $20K | Buy |
132
+25
| +23% | +$3.79K | 0.01% | 108 |
|
|
2021
Q3 | $17.5K | Hold |
107
| – | – | 0.01% | 103 |
|
|
2021
Q2 | $17K | Hold |
107
| – | – | 0.02% | 43 |
|
|
2021
Q1 | $16K | Hold |
107
| – | – | 0.02% | 37 |
|
|
2020
Q4 | $14K | Buy |
107
+34
| +47% | +$4.45K | 0.02% | 34 |
|
|
2020
Q3 | $7K | Hold |
73
| – | – | 0.01% | 24 |
|
|
2020
Q2 | $6.87K | Hold |
73
| – | – | 0.02% | 22 |
|
|
2020
Q1 | $6.57K | Hold |
73
| – | – | 0.02% | 18 |
|
|
2019
Q4 | $10.2K | Buy |
+73
| New | +$10.2K | 0.08% | 18 |
|