AHL Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.47M | Sell |
29,209
-2,427
| -8% | -$704K | 5.65% | 2 |
|
|
2025
Q1 | $7.76M | Sell |
31,636
-90
| -0.3% | -$22.1K | 5.35% | 3 |
|
|
2024
Q4 | $7.61M | Sell |
31,726
-572
| -2% | -$137K | 5.32% | 2 |
|
|
2024
Q3 | $6.81M | Sell |
32,298
-90
| -0.3% | -$19K | 4.7% | 4 |
|
|
2024
Q2 | $6.55M | Sell |
32,388
-412
| -1% | -$83.3K | 4.8% | 5 |
|
|
2024
Q1 | $6.57M | Sell |
32,800
-50
| -0.2% | -$10K | 5.04% | 4 |
|
|
2023
Q4 | $5.59M | Hold |
32,850
| – | – | 4.58% | 5 |
|
|
2023
Q3 | $4.76M | Sell |
32,850
-16
| -0% | -$2.32K | 4.24% | 6 |
|
|
2023
Q2 | $4.78M | Hold |
32,866
| – | – | 4.25% | 5 |
|
|
2023
Q1 | $4.28M | Sell |
32,866
-548
| -2% | -$71.4K | 3.95% | 6 |
|
|
2022
Q4 | $4.48M | Sell |
33,414
-265
| -0.8% | -$35.5K | 4.16% | 5 |
|
|
2022
Q3 | $3.52M | Buy |
33,679
+1,120
| +3% | +$117K | 3.62% | 10 |
|
|
2022
Q2 | $3.67M | Buy |
32,559
+14
| +0% | +$1.58K | 3.69% | 10 |
|
|
2022
Q1 | $4.44M | Buy |
32,545
+740
| +2% | +$101K | 4.07% | 7 |
|
|
2021
Q4 | $5.04M | Buy |
+31,805
| New | +$5.04M | 4.6% | 5 |
|