AIMZ Investment Advisors’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 | $839K | Hold |
2,893
| – | – | 0.28% | 72 |
|
|
2025
Q1 | $710K | Buy |
2,893
+89
| +3% | +$21.8K | 0.25% | 76 |
|
|
2024
Q4 | $672K | Hold |
2,804
| – | – | 0.23% | 76 |
|
|
2024
Q3 | $591K | Buy |
2,804
+415
| +17% | +$87.5K | 0.2% | 81 |
|
|
2024
Q2 | $483K | Sell |
2,389
-200
| -8% | -$40.5K | 0.17% | 84 |
|
|
2024
Q1 | $519K | Hold |
2,589
| – | – | 0.19% | 82 |
|
|
2023
Q4 | $440K | Sell |
2,589
-50
| -2% | -$8.51K | 0.18% | 83 |
|
|
2023
Q3 | $383K | Hold |
2,639
| – | – | 0.17% | 87 |
|
|
2023
Q2 | $384K | Hold |
2,639
| – | – | 0.16% | 84 |
|
|
2023
Q1 | $344K | Hold |
2,639
| – | – | 0.15% | 89 |
|
|
2022
Q4 | $354K | Hold |
2,639
| – | – | 0.17% | 87 |
|
|
2022
Q3 | $276K | Hold |
2,639
| – | – | 0.14% | 93 |
|
|
2022
Q2 | $297K | Hold |
2,639
| – | – | 0.14% | 92 |
|
|
2022
Q1 | $360K | Hold |
2,639
| – | – | 0.15% | 93 |
|
|
2021
Q4 | $418K | Hold |
2,639
| – | – | 0.16% | 88 |
|
|
2021
Q3 | $432K | Buy |
2,639
+250
| +10% | +$40.9K | 0.2% | 85 |
|
|
2021
Q2 | $372K | Sell |
2,389
-13
| -0.5% | -$2.02K | 0.17% | 91 |
|
|
2021
Q1 | $366K | Hold |
2,402
| – | – | 0.18% | 88 |
|
|
2020
Q4 | $305K | Hold |
2,402
| – | – | 0.16% | 92 |
|
|
2020
Q3 | $231K | Hold |
2,402
| – | – | 0.14% | 91 |
|
|
2020
Q2 | $226K | Hold |
2,402
| – | – | 0.15% | 89 |
|
|
2020
Q1 | $216K | Hold |
2,402
| – | – | 0.17% | 83 |
|
|
2019
Q4 | $335K | Hold |
2,402
| – | – | 0.22% | 79 |
|
|
2019
Q3 | $283K | Hold |
2,402
| – | – | 0.19% | 81 |
|
|
2019
Q2 | $269K | Hold |
2,402
| – | – | 0.19% | 82 |
|
|
2019
Q1 | $243K | Hold |
2,402
| – | – | 0.17% | 88 |
|
|
2018
Q4 | $234K | Hold |
2,402
| – | – | 0.18% | 85 |
|
|
2018
Q3 | $271K | Sell |
2,402
-500
| -17% | -$56.4K | 0.17% | 89 |
|
|
2018
Q2 | $302K | Sell |
2,902
-200
| -6% | -$20.8K | 0.21% | 84 |
|
|
2018
Q1 | $341K | Hold |
3,102
| – | – | 0.25% | 80 |
|
|
2017
Q4 | $332K | Hold |
3,102
| – | – | 0.25% | 80 |
|
|
2017
Q3 | $296K | Hold |
3,102
| – | – | 0.24% | 84 |
|
|
2017
Q2 | $284K | Hold |
3,102
| – | – | 0.24% | 84 |
|
|
2017
Q1 | $272K | Hold |
3,102
| – | – | 0.23% | 87 |
|
|
2016
Q4 | $268K | Hold |
3,102
| – | – | 0.24% | 84 |
|
|
2016
Q3 | $207K | Buy |
+3,102
| New | +$207K | 0.19% | 91 |
|