AOWM
Alpha Omega Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
35,229
-1,761
| -5% | -$511K | 1.83% | 9 |
|
|
2025
Q1 | $9.07M | Sell |
36,990
-1,697
| -4% | -$416K | 1.73% | 10 |
|
|
2024
Q4 | $9.27M | Sell |
38,687
-330
| -0.8% | -$79.1K | 1.76% | 10 |
|
|
2024
Q3 | $8.23M | Sell |
39,017
-944
| -2% | -$199K | 1.51% | 13 |
|
|
2024
Q2 | $8.08M | Sell |
39,961
-406
| -1% | -$82.1K | 1.54% | 13 |
|
|
2024
Q1 | $8.09M | Sell |
40,367
-1,806
| -4% | -$362K | 1.5% | 14 |
|
|
2023
Q4 | $7.17M | Sell |
42,173
-530
| -1% | -$90.2K | 1.19% | 16 |
|
|
2023
Q3 | $6.19M | Sell |
42,703
-678
| -2% | -$98.3K | 1.07% | 17 |
|
|
2023
Q2 | $6.31M | Sell |
43,381
-1,498
| -3% | -$218K | 1.07% | 18 |
|
|
2023
Q1 | $5.85M | Sell |
44,879
-465
| -1% | -$60.6K | 1.01% | 20 |
|
|
2022
Q4 | $6.08M | Buy |
45,344
+26
| +0.1% | +$3.49K | 1.08% | 20 |
|
|
2022
Q3 | $4.74M | Buy |
45,318
+1,162
| +3% | +$121K | 0.9% | 25 |
|
|
2022
Q2 | $4.97M | Buy |
44,156
+6,492
| +17% | +$731K | 0.89% | 26 |
|
|
2022
Q1 | $5.13M | Buy |
37,664
+557
| +2% | +$75.9K | 0.81% | 30 |
|
|
2021
Q4 | $6.24M | Buy |
37,107
+171
| +0.5% | +$28.8K | 0.96% | 20 |
|
|
2021
Q3 | $6.05M | Sell |
36,936
-179
| -0.5% | -$29.3K | 0.99% | 18 |
|
|
2021
Q2 | $5.77M | Sell |
37,115
-85
| -0.2% | -$13.2K | 0.95% | 21 |
|
|
2021
Q1 | $5.66M | Sell |
37,200
-372
| -1% | -$56.6K | 0.99% | 20 |
|
|
2020
Q4 | $4.77M | Sell |
37,572
-805
| -2% | -$102K | 0.81% | 22 |
|
|
2020
Q3 | $3.7M | Buy |
38,377
+1,459
| +4% | +$140K | 0.52% | 37 |
|
|
2020
Q2 | $3.47M | Sell |
36,918
-96
| -0.3% | -$9.03K | 0.53% | 36 |
|
|
2020
Q1 | $3.33M | Buy |
37,014
+12,682
| +52% | +$1.14M | 0.61% | 27 |
|
|
2019
Q4 | $3.39M | Buy |
24,332
+250
| +1% | +$34.9K | 0.54% | 46 |
|
|
2019
Q3 | $3.14M | Buy |
24,082
+20,771
| +627% | +$2.71M | 0.51% | 50 |
|
|
2019
Q2 | $370K | Hold |
3,311
| – | – | 0.16% | 96 |
|
|
2019
Q1 | $335K | Buy |
3,311
+290
| +10% | +$29.3K | 0.15% | 100 |
|
|
2018
Q4 | $295K | Sell |
3,021
-300
| -9% | -$29.3K | 0.15% | 98 |
|
|
2018
Q3 | $375K | Hold |
3,321
| – | – | 0.17% | 90 |
|
|
2018
Q2 | $346K | Buy |
3,321
+655
| +25% | +$68.2K | 0.17% | 92 |
|
|
2018
Q1 | $293K | Buy |
2,666
+80
| +3% | +$8.79K | 0.15% | 99 |
|
|
2017
Q4 | $277K | Buy |
2,586
+73
| +3% | +$7.82K | 0.14% | 103 |
|
|
2017
Q3 | $240K | Buy |
2,513
+300
| +14% | +$28.7K | 0.12% | 115 |
|
|
2017
Q2 | $202K | Hold |
2,213
| – | – | 0.1% | 123 |
|
|
2017
Q1 | $194K | Hold |
2,213
| – | – | 0.1% | 127 |
|
|
2016
Q4 | $191K | Buy |
2,213
+950
| +75% | +$82K | 0.1% | 128 |
|
|
2016
Q3 | $84K | Hold |
1,263
| – | – | 0.07% | 93 |
|
|
2016
Q2 | $78K | Hold |
1,263
| – | – | 0.07% | 98 |
|
|
2016
Q1 | $75K | Buy |
1,263
+224
| +22% | +$13.3K | 0.06% | 97 |
|
|
2015
Q4 | $69K | Buy |
+1,039
| New | +$69K | 0.06% | 95 |
|