AWM
AE Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Buy |
428,184
+30,821
| +8% | +$8.94M | 0.91% | 17 |
|
|
2025
Q1 | $97.5M | Buy |
397,363
+16,541
| +4% | +$4.06M | 0.82% | 20 |
|
|
2024
Q4 | $91.3M | Buy |
380,822
+29,624
| +8% | +$7.1M | 0.77% | 22 |
|
|
2024
Q3 | $74.1M | Sell |
351,198
-88,201
| -20% | -$18.6M | 0.67% | 29 |
|
|
2024
Q2 | $88.9M | Buy |
439,399
+74,706
| +20% | +$15.1M | 0.89% | 14 |
|
|
2024
Q1 | $73M | Sell |
364,693
-232,890
| -39% | -$46.6M | 0.83% | 18 |
|
|
2023
Q4 | $103M | Buy |
597,583
+134,025
| +29% | +$23.1M | 0.53% | 26 |
|
|
2023
Q3 | $67.2M | Buy |
463,558
+30,092
| +7% | +$4.36M | 0.4% | 41 |
|
|
2023
Q2 | $63M | Buy |
433,466
+83,985
| +24% | +$12.2M | 0.38% | 39 |
|
|
2023
Q1 | $45.5M | Buy |
349,481
+12,413
| +4% | +$1.62M | 0.29% | 61 |
|
|
2022
Q4 | $45.2M | Buy |
337,068
+29,298
| +10% | +$3.93M | 0.33% | 56 |
|
|
2022
Q3 | $32.2M | Buy |
307,770
+88,824
| +41% | +$9.28M | 0.26% | 83 |
|
|
2022
Q2 | $24.7M | Buy |
218,946
+17,672
| +9% | +$1.99M | 0.2% | 126 |
|
|
2022
Q1 | $27.4M | Sell |
201,274
-8,395
| -4% | -$1.14M | 0.19% | 116 |
|
|
2021
Q4 | $33.2M | Sell |
209,669
-17,429
| -8% | -$2.76M | 0.23% | 99 |
|
|
2021
Q3 | $37.2M | Buy |
227,098
+15,289
| +7% | +$2.5M | 0.31% | 69 |
|
|
2021
Q2 | $32.9M | Buy |
211,809
+35,866
| +20% | +$5.58M | 0.29% | 78 |
|
|
2021
Q1 | $26.8M | Buy |
175,943
+13,457
| +8% | +$2.05M | 0.27% | 88 |
|
|
2020
Q4 | $20.6M | Buy |
162,486
+2,684
| +2% | +$341K | 0.23% | 99 |
|
|
2020
Q3 | $15.4M | Buy |
159,802
+6,014
| +4% | +$579K | 0.22% | 102 |
|
|
2020
Q2 | $14.5M | Buy |
153,788
+11,816
| +8% | +$1.11M | 0.22% | 106 |
|
|
2020
Q1 | $12.8M | Buy |
141,972
+17,945
| +14% | +$1.62M | 0.29% | 72 |
|
|
2019
Q4 | $17.3M | Buy |
124,027
+7,497
| +6% | +$1.05M | 0.38% | 57 |
|
|
2019
Q3 | $13.7M | Buy |
116,530
+6,667
| +6% | +$785K | 0.4% | 51 |
|
|
2019
Q2 | $12.3M | Buy |
109,863
+64,463
| +142% | +$7.21M | 0.37% | 55 |
|
|
2019
Q1 | $4.6M | Buy |
45,400
+7,046
| +18% | +$713K | 0.32% | 68 |
|
|
2018
Q4 | $3.74M | Buy |
38,354
+67
| +0.2% | +$6.54K | 0.64% | 37 |
|
|
2018
Q3 | $4.32M | Buy |
38,287
+9,559
| +33% | +$1.08M | 0.24% | 76 |
|
|
2018
Q2 | $2.99M | Sell |
28,728
-577
| -2% | -$60.1K | 0.2% | 72 |
|
|
2018
Q1 | $3.22M | Buy |
29,305
+4,400
| +18% | +$484K | 0.25% | 64 |
|
|
2017
Q4 | $2.66M | Buy |
24,905
+388
| +2% | +$41.5K | 0.24% | 74 |
|
|
2017
Q3 | $2.34M | Buy |
24,517
+8,874
| +57% | +$848K | 0.22% | 73 |
|
|
2017
Q2 | $1.43M | Buy |
15,643
+6,339
| +68% | +$579K | 0.17% | 107 |
|
|
2017
Q1 | $817K | Buy |
9,304
+5,625
| +153% | +$494K | 0.15% | 133 |
|
|
2016
Q4 | $317K | Buy |
+3,679
| New | +$317K | 0.13% | 147 |
|