AJ 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 | $1.83M | Sell |
6,301
-640
| -9% | -$186K | 0.81% | 15 |
|
|
2025
Q1 | $1.7M | Buy |
6,941
+10
| +0.1% | +$2.45K | 0.87% | 12 |
|
|
2024
Q4 | $1.66M | Sell |
6,931
-246
| -3% | -$59K | 0.86% | 12 |
|
|
2024
Q3 | $1.51M | Buy |
7,177
+26
| +0.4% | +$5.48K | 0.78% | 14 |
|
|
2024
Q2 | $1.45M | Sell |
7,151
-2,728
| -28% | -$552K | 0.8% | 14 |
|
|
2024
Q1 | $1.98M | Sell |
9,879
-22
| -0.2% | -$4.41K | 1.09% | 12 |
|
|
2023
Q4 | $1.68M | Buy |
9,901
+5,844
| +144% | +$994K | 1.04% | 13 |
|
|
2023
Q3 | $588K | Buy |
4,057
+2,523
| +164% | +$366K | 0.44% | 15 |
|
|
2023
Q2 | $223K | Buy |
+1,534
| New | +$223K | 0.16% | 32 |
|
|
2023
Q1 | – | Sell |
-1,776
| Closed | -$238K | – | 39 |
|
|
2022
Q4 | $238K | Buy |
+1,776
| New | +$238K | 0.19% | 33 |
|