AIA
Allied Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Sell |
69,418
-735
| -1% | -$213K | 3.52% | 5 |
|
|
2025
Q1 | $17.2M | Buy |
70,153
+643
| +0.9% | +$158K | 3.26% | 5 |
|
|
2024
Q4 | $16.7M | Sell |
69,510
-2,913
| -4% | -$698K | 3.36% | 6 |
|
|
2024
Q3 | $15.3M | Sell |
72,423
-301
| -0.4% | -$63.5K | 3.02% | 8 |
|
|
2024
Q2 | $14.7M | Sell |
72,724
-1,032
| -1% | -$209K | 3.45% | 5 |
|
|
2024
Q1 | $14.8M | Buy |
73,756
+128
| +0.2% | +$25.6K | 3.57% | 5 |
|
|
2023
Q4 | $12.5M | Buy |
73,628
+166
| +0.2% | +$28.2K | 3.41% | 6 |
|
|
2023
Q3 | $10.7M | Buy |
73,462
+607
| +0.8% | +$88K | 3.19% | 9 |
|
|
2023
Q2 | $10.6M | Buy |
72,855
+1,972
| +3% | +$287K | 3.07% | 7 |
|
|
2023
Q1 | $9.24M | Buy |
70,883
+1,436
| +2% | +$187K | 2.86% | 10 |
|
|
2022
Q4 | $9.31M | Buy |
69,447
+2,149
| +3% | +$288K | 2.91% | 10 |
|
|
2022
Q3 | $7.03M | Buy |
67,298
+3,411
| +5% | +$356K | 2.62% | 15 |
|
|
2022
Q2 | $7.19M | Buy |
63,887
+3,744
| +6% | +$422K | 2.58% | 17 |
|
|
2022
Q1 | $8.2M | Buy |
60,143
+3,954
| +7% | +$539K | 2.67% | 14 |
|
|
2021
Q4 | $8.9M | Buy |
56,189
+971
| +2% | +$154K | 3.04% | 5 |
|
|
2021
Q3 | $9.04M | Buy |
55,218
+270
| +0.5% | +$44.2K | 3.42% | 5 |
|
|
2021
Q2 | $8.55M | Buy |
54,948
+774
| +1% | +$120K | 3.22% | 6 |
|
|
2021
Q1 | $8.25M | Buy |
54,174
+405
| +0.8% | +$61.7K | 3.53% | 7 |
|
|
2020
Q4 | $6.83M | Buy |
53,769
+870
| +2% | +$111K | 3.28% | 9 |
|
|
2020
Q3 | $5.09M | Buy |
52,899
+885
| +2% | +$85.2K | 2.74% | 16 |
|
|
2020
Q2 | $4.89M | Buy |
52,014
+2,422
| +5% | +$228K | 2.82% | 13 |
|
|
2020
Q1 | $4.47M | Buy |
49,592
+2,238
| +5% | +$201K | 3.22% | 10 |
|
|
2019
Q4 | $6.6M | Sell |
47,354
-342
| -0.7% | -$47.7K | 3.9% | 5 |
|
|
2019
Q3 | $5.61M | Buy |
47,696
+862
| +2% | +$101K | 3.62% | 7 |
|
|
2019
Q2 | $5.24M | Buy |
46,834
+184
| +0.4% | +$20.6K | 3.51% | 6 |
|
|
2019
Q1 | $4.72M | Sell |
46,650
-60
| -0.1% | -$6.07K | 3.27% | 9 |
|
|
2018
Q4 | $4.56M | Buy |
46,710
+1,273
| +3% | +$124K | 3.77% | 8 |
|
|
2018
Q3 | $5.13M | Sell |
45,437
-2,128
| -4% | -$240K | 3.81% | 6 |
|
|
2018
Q2 | $4.96M | Sell |
47,565
-875
| -2% | -$91.2K | 4.04% | 5 |
|
|
2018
Q1 | $5.33M | Sell |
48,440
-4,743
| -9% | -$522K | 4.39% | 4 |
|
|
2017
Q4 | $5.69M | Buy |
+53,183
| New | +$5.69M | 4.79% | 5 |
|