AIS
AM Investment Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48M | Sell |
25,786
-274
| -1% | -$79.4K | 1.76% | 16 |
|
|
2025
Q1 | $6.39M | Buy |
26,060
+39
| +0.1% | +$9.57K | 1.55% | 15 |
|
|
2024
Q4 | $6.24M | Sell |
26,021
-167
| -0.6% | -$40K | 1.52% | 14 |
|
|
2024
Q3 | $5.52M | Buy |
26,188
+20
| +0.1% | +$4.22K | 1.34% | 16 |
|
|
2024
Q2 | $5.29M | Buy |
26,168
+313
| +1% | +$63.3K | 1.31% | 14 |
|
|
2024
Q1 | $5.18M | Buy |
25,855
+32
| +0.1% | +$6.41K | 1.31% | 14 |
|
|
2023
Q4 | $4.39M | Buy |
25,823
+45
| +0.2% | +$7.65K | 1.24% | 17 |
|
|
2023
Q3 | $3.74M | Buy |
25,778
+23
| +0.1% | +$3.34K | 1.21% | 19 |
|
|
2023
Q2 | $3.75M | Buy |
25,755
+82
| +0.3% | +$11.9K | 1.17% | 18 |
|
|
2023
Q1 | $3.35M | Sell |
25,673
-2
| -0% | -$261 | 1.14% | 19 |
|
|
2022
Q4 | $3.44M | Sell |
25,675
-399
| -2% | -$53.5K | 1.23% | 19 |
|
|
2022
Q3 | $2.73M | Sell |
26,074
-68
| -0.3% | -$7.11K | 1% | 20 |
|
|
2022
Q2 | $2.94M | Buy |
26,142
+27
| +0.1% | +$3.04K | 1.03% | 22 |
|
|
2022
Q1 | $3.56M | Buy |
26,115
+393
| +2% | +$53.6K | 0.94% | 20 |
|
|
2021
Q4 | $4.07M | Buy |
25,722
+162
| +0.6% | +$25.7K | 0.98% | 20 |
|
|
2021
Q3 | $4.18M | Buy |
25,560
+18
| +0.1% | +$2.95K | 1.1% | 17 |
|
|
2021
Q2 | $3.97M | Sell |
25,542
-731
| -3% | -$114K | 1.02% | 19 |
|
|
2021
Q1 | $4M | Buy |
26,273
+36
| +0.1% | +$5.48K | 1.11% | 18 |
|
|
2020
Q4 | $3.33M | Buy |
26,237
+656
| +3% | +$83.4K | 1.03% | 18 |
|
|
2020
Q3 | $2.46M | Buy |
+25,581
| New | +$2.46M | 0.87% | 25 |
|