AWM
AllSquare Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
6,416
-750
| -10% | -$217K | 1.04% | 14 |
|
|
2025
Q1 | $1.76M | Sell |
7,166
-330
| -4% | -$80.9K | 1.04% | 15 |
|
|
2024
Q4 | $1.8M | Sell |
7,496
-85
| -1% | -$20.4K | 1.03% | 15 |
|
|
2024
Q3 | $1.6M | Buy |
7,581
+90
| +1% | +$19K | 0.91% | 17 |
|
|
2024
Q2 | $1.52M | Buy |
7,491
+162
| +2% | +$32.8K | 0.91% | 16 |
|
|
2024
Q1 | $1.47M | Hold |
7,329
| – | – | 0.86% | 17 |
|
|
2023
Q4 | $1.25M | Buy |
7,329
+100
| +1% | +$17K | 0.76% | 20 |
|
|
2023
Q3 | $1.05M | Sell |
7,229
-12
| -0.2% | -$1.74K | 0.68% | 25 |
|
|
2023
Q2 | $995K | Hold |
7,241
| – | – | 0.65% | 24 |
|
|
2023
Q1 | $944K | Buy |
7,241
+675
| +10% | +$88K | 0.61% | 26 |
|
|
2022
Q4 | $880K | Hold |
6,566
| – | – | 0.6% | 24 |
|
|
2022
Q3 | $686K | Hold |
6,566
| – | – | 0.5% | 26 |
|
|
2022
Q2 | $739K | Hold |
6,566
| – | – | 0.5% | 26 |
|
|
2022
Q1 | $895K | Sell |
6,566
-577
| -8% | -$78.7K | 0.54% | 26 |
|
|
2021
Q4 | $1.13M | Sell |
7,143
-53
| -0.7% | -$8.39K | 0.66% | 20 |
|
|
2021
Q3 | $1.18M | Sell |
7,196
-200
| -3% | -$32.7K | 0.7% | 17 |
|
|
2021
Q2 | $1.15M | Sell |
7,396
-50
| -0.7% | -$7.77K | 0.67% | 20 |
|
|
2021
Q1 | $1.13M | Sell |
7,446
-20
| -0.3% | -$3.04K | 0.7% | 15 |
|
|
2020
Q4 | $949K | Sell |
7,466
-887
| -11% | -$113K | 0.63% | 17 |
|
|
2020
Q3 | $804K | Hold |
8,353
| – | – | 0.58% | 22 |
|
|
2020
Q2 | $786K | Buy |
8,353
+666
| +9% | +$62.7K | 0.59% | 22 |
|
|
2020
Q1 | $692K | Sell |
7,687
-550
| -7% | -$49.5K | 0.6% | 21 |
|
|
2019
Q4 | $1.15M | Sell |
8,237
-111
| -1% | -$15.5K | 0.8% | 14 |
|
|
2019
Q3 | $982K | Sell |
8,348
-175
| -2% | -$20.6K | 0.73% | 14 |
|
|
2019
Q2 | $953K | Sell |
8,523
-850
| -9% | -$95K | 0.71% | 15 |
|
|
2019
Q1 | $949K | Sell |
9,373
-200
| -2% | -$20.3K | 0.71% | 17 |
|
|
2018
Q4 | $934K | Sell |
9,573
-774
| -7% | -$75.5K | 0.77% | 14 |
|
|
2018
Q3 | $1.17M | Buy |
10,347
+100
| +1% | +$11.3K | 0.87% | 12 |
|
|
2018
Q2 | $1.07M | Buy |
10,247
+667
| +7% | +$69.5K | 0.81% | 14 |
|
|
2018
Q1 | $1.05M | Sell |
9,580
-239
| -2% | -$26.3K | 0.84% | 14 |
|
|
2017
Q4 | $1.05M | Sell |
9,819
-15
| -0.2% | -$1.6K | 0.83% | 13 |
|
|
2017
Q3 | $939K | Buy |
+9,834
| New | +$939K | 0.77% | 13 |
|
|
2017
Q2 | – | Sell |
-9,900
| Closed | -$870K | – | 293 |
|
|
2017
Q1 | $870K | Buy |
9,900
+301
| +3% | +$26.5K | 0.76% | 14 |
|
|
2016
Q4 | $828K | Sell |
9,599
-33
| -0.3% | -$2.85K | 0.76% | 14 |
|
|
2016
Q3 | $641K | Buy |
9,632
+150
| +2% | +$9.98K | 0.62% | 21 |
|
|
2016
Q2 | $589K | Sell |
9,482
-699
| -7% | -$43.4K | 0.59% | 22 |
|
|
2016
Q1 | $603K | Buy |
10,181
+1,400
| +16% | +$82.9K | 0.6% | 26 |
|
|
2015
Q4 | $580K | Buy |
8,781
+600
| +7% | +$39.6K | 0.58% | 23 |
|
|
2015
Q3 | $499K | Buy |
8,181
+201
| +3% | +$12.3K | 0.51% | 26 |
|
|
2015
Q2 | $541K | Buy |
7,980
+275
| +4% | +$18.6K | 0.5% | 26 |
|
|
2015
Q1 | $467K | Buy |
7,705
+1
| +0% | +$61 | 0.45% | 26 |
|
|
2014
Q4 | $482K | Buy |
+7,704
| New | +$482K | 0.47% | 24 |
|