AWM
Aevitas Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $462K | Buy |
3,448
+10
| +0.3% | +$1.34K | 0.27% | 76 |
|
|
2022
Q3 | $359K | Buy |
3,438
+411
| +14% | +$42.9K | 0.27% | 83 |
|
|
2022
Q2 | $341K | Sell |
3,027
-23
| -0.8% | -$2.59K | 0.23% | 87 |
|
|
2022
Q1 | $416K | Sell |
3,050
-143
| -4% | -$19.5K | 0.25% | 82 |
|
|
2021
Q4 | $506K | Buy |
3,193
+86
| +3% | +$13.6K | 0.3% | 81 |
|
|
2021
Q3 | $509K | Sell |
3,107
-17
| -0.5% | -$2.79K | 0.32% | 78 |
|
|
2021
Q2 | $486K | Buy |
3,124
+206
| +7% | +$32K | 0.31% | 85 |
|
|
2021
Q1 | $444K | Sell |
2,918
-110
| -4% | -$16.7K | 0.31% | 80 |
|
|
2020
Q4 | $385K | Buy |
3,028
+374
| +14% | +$47.6K | 0.28% | 81 |
|
|
2020
Q3 | $255K | Buy |
2,654
+9
| +0.3% | +$865 | 0.21% | 91 |
|
|
2020
Q2 | $249K | Buy |
2,645
+144
| +6% | +$13.6K | 0.23% | 89 |
|
|
2020
Q1 | $225K | Sell |
2,501
-17
| -0.7% | -$1.53K | 0.25% | 90 |
|
|
2019
Q4 | $351K | Buy |
2,518
+7
| +0.3% | +$976 | 0.33% | 80 |
|
|
2019
Q3 | $295K | Sell |
2,511
-343
| -12% | -$40.3K | 0.3% | 89 |
|
|
2019
Q2 | $319K | Buy |
2,854
+61
| +2% | +$6.82K | 0.32% | 83 |
|
|
2019
Q1 | $282K | Buy |
2,793
+7
| +0.3% | +$707 | 0.25% | 90 |
|
|
2018
Q4 | $272K | Sell |
2,786
-193
| -6% | -$18.8K | 0.28% | 82 |
|
|
2018
Q3 | $336K | Buy |
2,979
+204
| +7% | +$23K | 0.3% | 80 |
|
|
2018
Q2 | $289K | Buy |
2,775
+1,255
| +83% | +$131K | 0.28% | 83 |
|
|
2018
Q1 | $167K | Buy |
1,520
+154
| +11% | +$16.9K | 0.17% | 108 |
|
|
2017
Q4 | $146K | Buy |
+1,366
| New | +$146K | 0.14% | 114 |
|