Aletheian Wealth 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 | $885K | Sell |
3,053
-131
| -4% | -$38K | 0.44% | 41 |
|
|
2025
Q1 | $781K | Buy |
3,184
+315
| +11% | +$77.3K | 0.44% | 46 |
|
|
2024
Q4 | $688K | Buy |
2,869
+172
| +6% | +$41.2K | 0.41% | 47 |
|
|
2024
Q3 | $569K | Sell |
2,697
-3,987
| -60% | -$841K | 0.33% | 49 |
|
|
2024
Q2 | $1.35M | Sell |
6,684
-242
| -3% | -$48.9K | 0.71% | 32 |
|
|
2024
Q1 | $1.39M | Buy |
6,926
+1,225
| +21% | +$245K | 0.75% | 32 |
|
|
2023
Q4 | $970K | Sell |
5,701
-266
| -4% | -$45.2K | 0.64% | 39 |
|
|
2023
Q3 | $865K | Sell |
5,967
-336
| -5% | -$48.7K | 0.66% | 41 |
|
|
2023
Q2 | $917K | Buy |
6,303
+4,510
| +252% | +$656K | 0.63% | 40 |
|
|
2023
Q1 | $234K | Buy |
1,793
+295
| +20% | +$38.4K | 0.21% | 58 |
|
|
2022
Q4 | $201K | Buy |
+1,498
| New | +$201K | 0.17% | 81 |
|