AmeriServ Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
1,537
-3
| -0.2% | -$870 | 0.22% | 40 |
|
|
2025
Q1 | $378K | Sell |
1,540
-519
| -25% | -$127K | 0.22% | 41 |
|
|
2024
Q4 | $494K | Buy |
+2,059
| New | +$494K | 0.27% | 36 |
|
|
2023
Q2 | – | Sell |
-2,511
| Closed | -$327K | – | 47 |
|
|
2023
Q1 | $327K | Sell |
2,511
-350
| -12% | -$45.6K | 0.75% | 34 |
|
|
2022
Q4 | $384K | Sell |
2,861
-7
| -0.2% | -$939 | 0.76% | 31 |
|
|
2022
Q3 | $300K | Sell |
2,868
-26
| -0.9% | -$2.72K | 0.66% | 35 |
|
|
2022
Q2 | $326K | Sell |
2,894
-260
| -8% | -$29.3K | 0.77% | 35 |
|
|
2022
Q1 | $430K | Hold |
3,154
| – | – | 0.31% | 46 |
|
|
2021
Q4 | $499K | Hold |
3,154
| – | – | 0.34% | 40 |
|
|
2021
Q3 | $516K | Hold |
3,154
| – | – | 0.4% | 38 |
|
|
2021
Q2 | $491K | Sell |
3,154
-70
| -2% | -$10.9K | 0.38% | 40 |
|
|
2021
Q1 | $491K | Hold |
3,224
| – | – | 0.42% | 41 |
|
|
2020
Q4 | $410K | Buy |
+3,224
| New | +$410K | 0.4% | 42 |
|
|
2019
Q3 | $433K | Buy |
3,688
+50
| +1% | +$5.87K | 0.59% | 32 |
|
|
2019
Q2 | $406K | Hold |
3,638
| – | – | 0.53% | 37 |
|
|
2019
Q1 | $368K | Sell |
3,638
-75
| -2% | -$7.59K | 0.77% | 40 |
|
|
2018
Q4 | $362K | Buy |
3,713
+675
| +22% | +$65.8K | 0.92% | 38 |
|
|
2018
Q3 | $344K | Buy |
+3,038
| New | +$344K | 0.43% | 49 |
|
|
2018
Q2 | – | Sell |
-3,038
| Closed | -$337K | – | 79 |
|
|
2018
Q1 | $337K | Hold |
3,038
| – | – | 0.38% | 51 |
|
|
2017
Q4 | $331K | Buy |
+3,038
| New | +$331K | 0.32% | 52 |
|
|
2015
Q3 | – | Sell |
-4,553
| Closed | -$308K | – | 116 |
|
|
2015
Q2 | $308K | Buy |
+4,553
| New | +$308K | 0.36% | 58 |
|
|
2015
Q1 | – | Sell |
-10,833
| Closed | -$677K | – | 111 |
|
|
2014
Q4 | $677K | Buy |
10,833
+3,433
| +46% | +$215K | 0.66% | 37 |
|
|
2014
Q3 | $446K | Hold |
7,400
| – | – | 0.77% | 50 |
|
|
2014
Q2 | $426K | Sell |
7,400
-4,250
| -36% | -$245K | 0.46% | 59 |
|
|
2014
Q1 | $707K | Sell |
11,650
-13,600
| -54% | -$825K | 0.71% | 44 |
|
|
2013
Q4 | $1.48M | Sell |
25,250
-50
| -0.2% | -$2.93K | 0.88% | 29 |
|
|
2013
Q3 | $1.31M | Sell |
25,300
-250
| -1% | -$12.9K | 0.83% | 34 |
|
|
2013
Q2 | $1.35M | Buy |
+25,550
| New | +$1.35M | 0.87% | 29 |
|