AA
Aire Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
12,570
+218
| +2% | +$63.2K | 0.71% | 35 |
|
|
2025
Q1 | $3.03M | Sell |
12,352
-298
| -2% | -$73.1K | 0.64% | 36 |
|
|
2024
Q4 | $3.03M | Buy |
12,650
+491
| +4% | +$118K | 0.62% | 38 |
|
|
2024
Q3 | $2.56M | Sell |
12,159
-11
| -0.1% | -$2.32K | 0.57% | 39 |
|
|
2024
Q2 | $2.46M | Buy |
12,170
+1,800
| +17% | +$364K | 0.56% | 39 |
|
|
2024
Q1 | $2.08M | Sell |
10,370
-92
| -0.9% | -$18.4K | 0.47% | 44 |
|
|
2023
Q4 | $1.78M | Buy |
10,462
+468
| +5% | +$79.7K | 0.44% | 51 |
|
|
2023
Q3 | $1.45M | Sell |
9,994
-1,333
| -12% | -$193K | 0.39% | 52 |
|
|
2023
Q2 | $1.65M | Buy |
11,327
+997
| +10% | +$145K | 0.43% | 49 |
|
|
2023
Q1 | $1.35M | Sell |
10,330
-957
| -8% | -$125K | 0.38% | 51 |
|
|
2022
Q4 | $1.51M | Sell |
11,287
-393
| -3% | -$52.7K | 0.46% | 45 |
|
|
2022
Q3 | $1.22M | Sell |
11,680
-505
| -4% | -$52.8K | 0.42% | 41 |
|
|
2022
Q2 | $1.38M | Buy |
12,185
+524
| +4% | +$59.1K | 0.49% | 36 |
|
|
2022
Q1 | $1.59M | Sell |
11,661
-184
| -2% | -$25.1K | 0.57% | 34 |
|
|
2021
Q4 | $1.88M | Buy |
+11,845
| New | +$1.88M | 0.81% | 25 |
|