AE Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $151M | Buy |
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|
2025
Q2 | $124M | Buy |
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|
2025
Q1 | $97.5M | Buy |
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|
2024
Q4 | $91.3M | Buy |
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|
2024
Q3 | $74.1M | Sell |
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|
2024
Q2 | $88.9M | Buy |
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|
2024
Q1 | $73M | Sell |
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|
2023
Q4 | $103M | Buy |
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|
2023
Q3 | $67.2M | Buy |
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|
2023
Q2 | $63M | Buy |
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|
2023
Q1 | $45.5M | Buy |
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|
2022
Q4 | $45.2M | Buy |
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|
2022
Q3 | $32.2M | Buy |
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|
2022
Q2 | $24.7M | Buy |
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|
2022
Q1 | $27.4M | Sell |
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|
2021
Q4 | $33.2M | Sell |
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|
2021
Q3 | $37.2M | Buy |
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|
2021
Q2 | $32.9M | Buy |
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|
2021
Q1 | $26.8M | Buy |
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|
2020
Q4 | $20.6M | Buy |
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|
2020
Q3 | $15.4M | Buy |
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|
2020
Q2 | $14.5M | Buy |
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|
2020
Q1 | $12.8M | Buy |
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|
2019
Q4 | $17.3M | Buy |
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|
2019
Q3 | $13.7M | Buy |
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|
2019
Q2 | $12.3M | Buy |
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|
2019
Q1 | $4.6M | Buy |
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|
2018
Q4 | $3.74M | Buy |
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|
2018
Q3 | $4.32M | Buy |
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|
2018
Q2 | $2.99M | Sell |
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|
2018
Q1 | $3.22M | Buy |
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|
2017
Q4 | $2.66M | Buy |
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|
2017
Q3 | $2.34M | Buy |
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|
2017
Q2 | $1.43M | Buy |
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|
2017
Q1 | $817K | Buy |
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|
2016
Q4 | $317K | Buy |
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