AMG
Advisors Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Sell |
22,113
-375
| -2% | -$109K | 1.21% | 22 |
|
|
2025
Q1 | $5.52M | Sell |
22,488
-107
| -0.5% | -$26.2K | 1.2% | 22 |
|
|
2024
Q4 | $5.42M | Sell |
22,595
-383
| -2% | -$91.8K | 1.28% | 26 |
|
|
2024
Q3 | $4.85M | Buy |
22,978
+100
| +0.4% | +$21.1K | 1.14% | 31 |
|
|
2024
Q2 | $4.63M | Buy |
22,878
+1,094
| +5% | +$221K | 1.16% | 32 |
|
|
2024
Q1 | $4.36M | Sell |
21,784
-1,181
| -5% | -$237K | 1.08% | 32 |
|
|
2023
Q4 | $3.91M | Buy |
22,965
+262
| +1% | +$44.6K | 1.06% | 33 |
|
|
2023
Q3 | $3.29M | Sell |
22,703
-91
| -0.4% | -$13.2K | 0.99% | 35 |
|
|
2023
Q2 | $3.32M | Buy |
22,794
+171
| +0.8% | +$24.9K | 0.99% | 36 |
|
|
2023
Q1 | $2.95M | Buy |
22,623
+1,007
| +5% | +$131K | 0.94% | 37 |
|
|
2022
Q4 | $2.9M | Buy |
21,616
+338
| +2% | +$45.3K | 1.09% | 34 |
|
|
2022
Q3 | $2.22M | Buy |
21,278
+398
| +2% | +$41.6K | 0.88% | 38 |
|
|
2022
Q2 | $2.35M | Buy |
20,880
+177
| +0.9% | +$19.9K | 0.82% | 42 |
|
|
2022
Q1 | $2.82M | Buy |
20,703
+54
| +0.3% | +$7.36K | 0.95% | 39 |
|
|
2021
Q4 | $3.27M | Sell |
20,649
-205
| -1% | -$32.5K | 0.98% | 37 |
|
|
2021
Q3 | $3.41M | Buy |
20,854
+142
| +0.7% | +$23.2K | 1.06% | 32 |
|
|
2021
Q2 | $3.22M | Sell |
20,712
-8
| -0% | -$1.24K | 0.96% | 38 |
|
|
2021
Q1 | $3.15M | Sell |
20,720
-229
| -1% | -$34.9K | 0.99% | 38 |
|
|
2020
Q4 | $2.66M | Buy |
20,949
+262
| +1% | +$33.3K | 1.09% | 34 |
|
|
2020
Q3 | $1.99M | Buy |
20,687
+119
| +0.6% | +$11.5K | 0.83% | 40 |
|
|
2020
Q2 | $1.94M | Sell |
20,568
-590
| -3% | -$55.5K | 0.86% | 41 |
|
|
2020
Q1 | $1.91M | Buy |
21,158
+19,575
| +1,237% | +$1.76M | 0.91% | 38 |
|
|
2019
Q4 | $221K | Buy |
+1,583
| New | +$221K | 0.09% | 87 |
|