AWS
AJ Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.04M | Buy |
20,894
+346
| +2% | +$50.3K | 0.15% | 73 |
|
|
2023
Q1 | $2.68M | Sell |
20,548
-44,809
| -69% | -$5.84M | 0.14% | 74 |
|
|
2022
Q4 | $8.76M | Buy |
65,357
+348
| +0.5% | +$46.7K | 0.46% | 36 |
|
|
2022
Q3 | $6.79M | Buy |
65,009
+38,415
| +144% | +$4.01M | 0.4% | 38 |
|
|
2022
Q2 | $3M | Sell |
26,594
-465
| -2% | -$52.4K | 0.16% | 66 |
|
|
2022
Q1 | $3.69M | Buy |
27,059
+5
| +0% | +$682 | 0.18% | 73 |
|
|
2021
Q4 | $4.28M | Sell |
27,054
-37,914
| -58% | -$6M | 0.2% | 55 |
|
|
2021
Q3 | $10.6M | Buy |
64,968
+824
| +1% | +$135K | 0.57% | 28 |
|
|
2021
Q2 | $9.98M | Sell |
64,144
-2,969
| -4% | -$462K | 0.6% | 20 |
|
|
2021
Q1 | $10.2M | Buy |
67,113
+39,390
| +142% | +$6M | 0.73% | 18 |
|
|
2020
Q4 | $3.52M | Buy |
27,723
+973
| +4% | +$124K | 0.31% | 37 |
|
|
2020
Q3 | $2.58M | Sell |
26,750
-52
| -0.2% | -$5.01K | 0.26% | 43 |
|
|
2020
Q2 | $2.52M | Buy |
26,802
+4,711
| +21% | +$443K | 0.28% | 41 |
|
|
2020
Q1 | $1.99M | Buy |
22,091
+17,571
| +389% | +$1.58M | 0.27% | 39 |
|
|
2019
Q4 | $630K | Hold |
4,520
| – | – | 0.07% | 70 |
|
|
2019
Q3 | $532K | Sell |
4,520
-1,983
| -30% | -$233K | 0.07% | 71 |
|
|
2019
Q2 | $727K | Sell |
6,503
-2,396
| -27% | -$268K | 0.11% | 59 |
|
|
2019
Q1 | $901K | Buy |
8,899
+286
| +3% | +$29K | 0.15% | 51 |
|
|
2018
Q4 | $841K | Buy |
8,613
+284
| +3% | +$27.7K | 0.16% | 48 |
|
|
2018
Q3 | $940K | Buy |
8,329
+185
| +2% | +$20.9K | 0.17% | 45 |
|
|
2018
Q2 | $835K | Sell |
8,144
-3,068
| -27% | -$315K | 0.17% | 47 |
|
|
2018
Q1 | $1.23M | Buy |
11,212
+52
| +0.5% | +$5.72K | 0.29% | 39 |
|
|
2017
Q4 | $1.19M | Buy |
+11,160
| New | +$1.19M | 0.3% | 42 |
|