APIM
Agate Pass Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Sell |
27,313
-286
| -1% | -$82.9K | 3.25% | 7 |
|
|
2025
Q1 | $6.77M | Buy |
27,599
+2,315
| +9% | +$568K | 2.9% | 8 |
|
|
2024
Q4 | $6.06M | Buy |
25,284
+6,034
| +31% | +$1.45M | 2.74% | 8 |
|
|
2024
Q3 | $4.06M | Sell |
19,250
-274
| -1% | -$57.8K | 2.03% | 10 |
|
|
2024
Q2 | $3.95M | Sell |
19,524
-527
| -3% | -$107K | 2.1% | 11 |
|
|
2024
Q1 | $4.02M | Sell |
20,051
-437
| -2% | -$87.5K | 2.15% | 11 |
|
|
2023
Q4 | $3.49M | Buy |
20,488
+586
| +3% | +$99.7K | 2.02% | 11 |
|
|
2023
Q3 | $2.89M | Sell |
19,902
-360
| -2% | -$52.2K | 1.96% | 13 |
|
|
2023
Q2 | $2.95M | Buy |
20,262
+793
| +4% | +$115K | 1.79% | 17 |
|
|
2023
Q1 | $2.54M | Buy |
19,469
+650
| +3% | +$84.7K | 1.66% | 19 |
|
|
2022
Q4 | $2.52M | Buy |
18,819
+264
| +1% | +$35.4K | 1.79% | 16 |
|
|
2022
Q3 | $1.94M | Sell |
18,555
-333
| -2% | -$34.8K | 1.48% | 21 |
|
|
2022
Q2 | $2.13M | Buy |
18,888
+332
| +2% | +$37.4K | 1.5% | 20 |
|
|
2022
Q1 | $2.53M | Buy |
18,556
+989
| +6% | +$135K | 1.58% | 17 |
|
|
2021
Q4 | $2.78M | Buy |
+17,567
| New | +$2.78M | 1.73% | 14 |
|