AO
Advisor OS’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Buy |
20,252
+47
| +0.2% | +$13.6K | 0.58% | 27 |
|
|
2025
Q1 | $4.96M | Buy |
20,205
+956
| +5% | +$235K | 0.56% | 30 |
|
|
2024
Q4 | $4.61M | Buy |
19,249
+800
| +4% | +$192K | 0.53% | 28 |
|
|
2024
Q3 | $3.89M | Buy |
18,449
+1,273
| +7% | +$268K | 0.39% | 44 |
|
|
2024
Q2 | $3.47M | Sell |
17,176
-1,291
| -7% | -$261K | 0.38% | 43 |
|
|
2024
Q1 | $3.7M | Buy |
18,467
+2,564
| +16% | +$514K | 0.43% | 40 |
|
|
2023
Q4 | $2.71M | Buy |
15,903
+850
| +6% | +$145K | 0.35% | 43 |
|
|
2023
Q3 | $2.18M | Sell |
15,053
-4,417
| -23% | -$641K | 0.33% | 56 |
|
|
2023
Q2 | $2.83M | Buy |
19,470
+4,868
| +33% | +$708K | 0.46% | 41 |
|
|
2023
Q1 | $1.9M | Buy |
14,602
+799
| +6% | +$104K | 0.46% | 53 |
|
|
2022
Q4 | $1.85M | Buy |
13,803
+5,752
| +71% | +$771K | 0.49% | 45 |
|
|
2022
Q3 | $842K | Sell |
8,051
-2,183
| -21% | -$228K | 0.25% | 81 |
|
|
2022
Q2 | $1.15M | Buy |
10,234
+3,639
| +55% | +$410K | 0.34% | 65 |
|
|
2022
Q1 | $899K | Sell |
6,595
-571
| -8% | -$77.8K | 0.26% | 92 |
|
|
2021
Q4 | $1.14M | Buy |
7,166
+580
| +9% | +$91.9K | 0.23% | 99 |
|
|
2021
Q3 | $1.08M | Sell |
6,586
-123
| -2% | -$20.1K | 0.23% | 91 |
|
|
2021
Q2 | $1.04M | Buy |
6,709
+2,578
| +62% | +$401K | 0.22% | 88 |
|
|
2021
Q1 | $630K | Sell |
4,131
-4,414
| -52% | -$673K | 0.14% | 106 |
|
|
2020
Q4 | $498K | Buy |
8,545
+5,512
| +182% | +$321K | 0.13% | 85 |
|
|
2020
Q3 | $292K | Sell |
3,033
-306
| -9% | -$29.5K | 0.12% | 82 |
|
|
2020
Q2 | $314K | Buy |
+3,339
| New | +$314K | 0.19% | 100 |
|