AIMZ Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Hold |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $672K | Hold |
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $519K | Hold |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $354K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $360K | Hold |
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|
2021
Q4 | $418K | Hold |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $305K | Hold |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $226K | Hold |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $234K | Hold |
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|
2018
Q3 | $271K | Sell |
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|
2018
Q2 | $302K | Sell |
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|
2018
Q1 | $341K | Hold |
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|
2017
Q4 | $332K | Hold |
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|
2017
Q3 | $296K | Hold |
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|
2017
Q2 | $284K | Hold |
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|
2017
Q1 | $272K | Hold |
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|
2016
Q4 | $268K | Hold |
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|
2016
Q3 | $207K | Buy |
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