AWA
Amplius Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
9,649
-1,489
| -13% | -$432K | 0.26% | 50 |
|
|
2025
Q1 | $2.73M | Sell |
11,138
-160
| -1% | -$39.2K | 0.28% | 45 |
|
|
2024
Q4 | $2.71M | Sell |
11,298
-1,068
| -9% | -$256K | 0.28% | 44 |
|
|
2024
Q3 | $2.61M | Buy |
12,366
+179
| +1% | +$37.7K | 0.28% | 44 |
|
|
2024
Q2 | $2.46M | Sell |
12,187
-2,250
| -16% | -$455K | 0.27% | 48 |
|
|
2024
Q1 | $2.89M | Buy |
14,437
+102
| +0.7% | +$20.4K | 0.32% | 43 |
|
|
2023
Q4 | $2.44M | Buy |
14,335
+134
| +0.9% | +$22.8K | 0.29% | 47 |
|
|
2023
Q3 | $2.06M | Sell |
14,201
-3,173
| -18% | -$460K | 0.28% | 50 |
|
|
2023
Q2 | $2.53M | Buy |
17,374
+42
| +0.2% | +$6.11K | 0.34% | 45 |
|
|
2023
Q1 | $2.26M | Buy |
17,332
+91
| +0.5% | +$11.9K | 0.32% | 49 |
|
|
2022
Q4 | $2.31M | Buy |
17,241
+997
| +6% | +$134K | 0.37% | 47 |
|
|
2022
Q3 | $1.7M | Buy |
16,244
+9,911
| +156% | +$1.04M | 0.3% | 47 |
|
|
2022
Q2 | $713K | Buy |
6,333
+114
| +2% | +$12.8K | 0.12% | 71 |
|
|
2022
Q1 | $847K | Sell |
6,219
-550
| -8% | -$74.9K | 0.13% | 69 |
|
|
2021
Q4 | $1.07M | Buy |
+6,769
| New | +$1.07M | 0.15% | 66 |
|