AIFAIM
American Institute for Advanced Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Hold |
1,638
| – | – | 0.34% | 81 |
|
|
2025
Q1 | $402K | Buy |
1,638
+300
| +22% | +$73.6K | 0.31% | 87 |
|
|
2024
Q4 | $321K | Sell |
1,338
-443
| -25% | -$106K | 0.24% | 101 |
|
|
2024
Q3 | $376K | Hold |
1,781
| – | – | 0.27% | 95 |
|
|
2024
Q2 | $360K | Hold |
1,781
| – | – | 0.28% | 93 |
|
|
2024
Q1 | $357K | Buy |
1,781
+398
| +29% | +$79.7K | 0.28% | 93 |
|
|
2023
Q4 | $235K | Sell |
1,383
-145
| -9% | -$24.7K | 0.21% | 106 |
|
|
2023
Q3 | $265K | Sell |
1,528
-15
| -1% | -$2.6K | 0.25% | 98 |
|
|
2023
Q2 | $224K | Buy |
+1,543
| New | +$224K | 0.2% | 109 |
|
|
2023
Q1 | – | Sell |
-1,578
| Closed | -$212K | – | 108 |
|
|
2022
Q4 | $212K | Buy |
+1,578
| New | +$212K | 0.19% | 101 |
|
|
2022
Q2 | – | Sell |
-1,555
| Closed | -$212K | – | 120 |
|
|
2022
Q1 | $212K | Buy |
+1,555
| New | +$212K | 0.15% | 110 |
|