ASN
Advisory Services Network’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.2M | Buy |
176,168
+15,625
| +10% | +$4.63M | 0.84% | 11 |
|
|
2025
Q1 | $39.4M | Sell |
160,543
-3,099
| -2% | -$760K | 0.76% | 11 |
|
|
2024
Q4 | $39.2M | Buy |
163,642
+12,165
| +8% | +$2.92M | 0.73% | 14 |
|
|
2024
Q3 | $30.6M | Hold |
151,477
| – | – | 0.63% | 16 |
|
|
2024
Q2 | $30.6M | Buy |
151,477
+5,342
| +4% | +$1.08M | 0.63% | 16 |
|
|
2024
Q1 | $29.3M | Buy |
146,135
+22,875
| +19% | +$4.58M | 0.65% | 14 |
|
|
2023
Q4 | $21M | Sell |
123,260
-2,341
| -2% | -$398K | 0.51% | 25 |
|
|
2023
Q3 | $18.2M | Buy |
125,601
+9,785
| +8% | +$1.42M | 0.49% | 27 |
|
|
2023
Q2 | $16.8M | Buy |
115,816
+1,550
| +1% | +$225K | 0.45% | 34 |
|
|
2023
Q1 | $14.9M | Sell |
114,266
-2,611
| -2% | -$340K | 0.41% | 33 |
|
|
2022
Q4 | $15.7M | Buy |
116,877
+16,184
| +16% | +$2.17M | 0.48% | 25 |
|
|
2022
Q3 | $10.5M | Buy |
100,693
+402
| +0.4% | +$42K | 0.37% | 44 |
|
|
2022
Q2 | $11.3M | Buy |
100,291
+6,131
| +7% | +$690K | 0.39% | 44 |
|
|
2022
Q1 | $12.8M | Sell |
94,160
-2,813
| -3% | -$384K | 0.38% | 39 |
|
|
2021
Q4 | $15.4M | Buy |
96,973
+583
| +0.6% | +$92.3K | 0.44% | 28 |
|
|
2021
Q3 | $15.8M | Buy |
96,390
+10,917
| +13% | +$1.79M | 0.5% | 20 |
|
|
2021
Q2 | $13.3M | Buy |
85,473
+6,661
| +8% | +$1.04M | 0.42% | 27 |
|
|
2021
Q1 | $12M | Sell |
78,812
-315
| -0.4% | -$48K | 0.45% | 28 |
|
|
2020
Q4 | $10.1M | Sell |
79,127
-7,067
| -8% | -$898K | 0.4% | 37 |
|
|
2020
Q3 | $8.3M | Sell |
86,194
-7,353
| -8% | -$708K | 0.39% | 43 |
|
|
2020
Q2 | $8.8M | Buy |
93,547
+24,014
| +35% | +$2.26M | 0.48% | 31 |
|
|
2020
Q1 | $6.26M | Sell |
69,533
-1,518
| -2% | -$137K | 0.41% | 44 |
|
|
2019
Q4 | $9.91M | Buy |
71,051
+6,070
| +9% | +$846K | 0.52% | 27 |
|
|
2019
Q3 | $7.27M | Hold |
64,981
| – | – | 0.45% | 40 |
|
|
2019
Q2 | $7.27M | Buy |
64,981
+3,328
| +5% | +$372K | 0.45% | 40 |
|
|
2019
Q1 | $6.24M | Buy |
61,653
+2,805
| +5% | +$284K | 0.44% | 42 |
|
|
2018
Q4 | $5.75M | Sell |
58,848
-7,903
| -12% | -$772K | 0.5% | 30 |
|
|
2018
Q3 | $7.53M | Sell |
66,751
-2,017
| -3% | -$228K | 0.55% | 24 |
|
|
2018
Q2 | $7.9M | Buy |
68,768
+5,379
| +8% | +$618K | 0.6% | 18 |
|
|
2018
Q1 | $6.97M | Buy |
63,389
+6,601
| +12% | +$726K | 0.56% | 23 |
|
|
2017
Q4 | $6.07M | Buy |
56,788
+3,354
| +6% | +$359K | 0.53% | 23 |
|
|
2017
Q3 | $5.1M | Buy |
53,434
+3,819
| +8% | +$365K | 0.58% | 21 |
|
|
2017
Q2 | $4.54M | Buy |
49,615
+2,083
| +4% | +$190K | 0.59% | 15 |
|
|
2017
Q1 | $4.18M | Buy |
+47,532
| New | +$4.18M | 0.61% | 16 |
|
|
2016
Q3 | $1.25M | Sell |
18,788
-931
| -5% | -$62K | 0.24% | 100 |
|
|
2016
Q2 | $1.23M | Sell |
19,719
-17
| -0.1% | -$1.06K | 0.28% | 77 |
|
|
2016
Q1 | $1.17M | Buy |
19,736
+1,633
| +9% | +$96.7K | 0.32% | 67 |
|
|
2015
Q4 | $1.2M | Buy |
18,103
+2,989
| +20% | +$197K | 0.38% | 54 |
|
|
2015
Q3 | $921K | Sell |
15,114
-1,286
| -8% | -$78.4K | 0.28% | 68 |
|
|
2015
Q2 | $1.12M | Buy |
16,400
+6,906
| +73% | +$470K | 0.33% | 55 |
|
|
2015
Q1 | $574K | Buy |
9,494
+1,894
| +25% | +$115K | 0.16% | 141 |
|
|
2014
Q4 | $423K | Sell |
7,600
-405
| -5% | -$22.5K | 0.13% | 168 |
|
|
2014
Q3 | $482K | Buy |
8,005
+1,784
| +29% | +$107K | 0.18% | 141 |
|
|
2014
Q2 | $358K | Sell |
6,221
-4,631
| -43% | -$267K | 0.15% | 160 |
|
|
2014
Q1 | $659K | Buy |
10,852
+3,173
| +41% | +$193K | 0.34% | 84 |
|
|
2013
Q4 | $449K | Buy |
+7,679
| New | +$449K | 0.23% | 102 |
|