AW
Alaethes Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
13,984
+114
| +0.8% | +$33.1K | 1.21% | 17 |
|
|
2025
Q1 | $3.4M | Sell |
13,870
-23
| -0.2% | -$5.64K | 1.25% | 15 |
|
|
2024
Q4 | $3.33M | Buy |
13,893
+92
| +0.7% | +$22.1K | 1.19% | 18 |
|
|
2024
Q3 | $2.91M | Sell |
13,801
-1,394
| -9% | -$294K | 1.07% | 20 |
|
|
2024
Q2 | $3.07M | Sell |
15,195
-77
| -0.5% | -$15.6K | 1.27% | 18 |
|
|
2024
Q1 | $3.06M | Sell |
15,272
-16
| -0.1% | -$3.21K | 1.34% | 15 |
|
|
2023
Q4 | $2.6M | Sell |
15,288
-52
| -0.3% | -$8.85K | 1.23% | 18 |
|
|
2023
Q3 | $2.22M | Sell |
15,340
-23
| -0.1% | -$3.34K | 1.22% | 18 |
|
|
2023
Q2 | $2.23M | Sell |
15,363
-1,121
| -7% | -$163K | 1.23% | 15 |
|
|
2023
Q1 | $2.15M | Buy |
16,484
+1,157
| +8% | +$151K | 1.26% | 13 |
|
|
2022
Q4 | $2.06M | Sell |
15,327
-5,788
| -27% | -$776K | 1.41% | 14 |
|
|
2022
Q3 | $2.21M | Buy |
21,115
+645
| +3% | +$67.4K | 1.62% | 9 |
|
|
2022
Q2 | $2.31M | Sell |
20,470
-2,623
| -11% | -$295K | 1.71% | 8 |
|
|
2022
Q1 | $3.15M | Buy |
23,093
+1,609
| +7% | +$219K | 2% | 7 |
|
|
2021
Q4 | $3.4M | Buy |
21,484
+1,628
| +8% | +$258K | 2.14% | 7 |
|
|
2021
Q3 | $3.25M | Buy |
19,856
+1,357
| +7% | +$222K | 2.36% | 7 |
|
|
2021
Q2 | $2.88M | Buy |
18,499
+458
| +3% | +$71.2K | 2.22% | 8 |
|
|
2021
Q1 | $2.75M | Buy |
+18,041
| New | +$2.75M | 2.54% | 6 |
|