AWM
Ameliora Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Sell |
15,764
-7,257
| -32% | -$2.1M | 1.63% | 16 |
|
|
2025
Q1 | $5.65M | Hold |
23,021
| – | – | 2.12% | 11 |
|
|
2024
Q4 | $5.52M | Buy |
23,021
+1,471
| +7% | +$353K | 2.07% | 15 |
|
|
2024
Q3 | $4.54M | Sell |
21,550
-131
| -0.6% | -$27.6K | 1.89% | 13 |
|
|
2024
Q2 | $4.39M | Sell |
21,681
-1,258
| -5% | -$254K | 1.99% | 15 |
|
|
2024
Q1 | $4.59M | Sell |
22,939
-81
| -0.4% | -$16.2K | 2.08% | 15 |
|
|
2023
Q4 | $3.92M | Buy |
23,020
+4,779
| +26% | +$813K | 1.94% | 16 |
|
|
2023
Q3 | $2.65M | Buy |
18,241
+785
| +4% | +$114K | 1.57% | 21 |
|
|
2023
Q2 | $2.54M | Sell |
17,456
-3,447
| -16% | -$501K | 1.57% | 20 |
|
|
2023
Q1 | $2.72M | Sell |
20,903
-9,534
| -31% | -$1.24M | 1.59% | 17 |
|
|
2022
Q4 | $4.08M | Buy |
30,437
+16,819
| +124% | +$2.26M | 2.18% | 15 |
|
|
2022
Q3 | $1.41M | Buy |
+13,618
| New | +$1.41M | 0.76% | 41 |
|