AHIA
Andrew Hill Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Sell |
20,760
-23
| -0.1% | -$6.67K | 4.84% | 2 |
|
|
2025
Q1 | $5.1M | Sell |
20,783
-3,810
| -15% | -$935K | 4.93% | 7 |
|
|
2024
Q4 | $5.9M | Sell |
24,593
-2,480
| -9% | -$595K | 4.38% | 4 |
|
|
2024
Q3 | $5.71M | Buy |
27,073
+309
| +1% | +$65.2K | 4.28% | 5 |
|
|
2024
Q2 | $5.41M | Buy |
26,764
+2,505
| +10% | +$507K | 4.49% | 4 |
|
|
2024
Q1 | $4.86M | Buy |
24,259
+5,688
| +31% | +$1.14M | 4.29% | 4 |
|
|
2023
Q4 | $3.16M | Buy |
+18,571
| New | +$3.16M | 3.29% | 15 |
|
|
2022
Q3 | – | Sell |
-21,367
| Closed | -$2.41M | – | 51 |
|
|
2022
Q2 | $2.41M | Buy |
21,367
+13,565
| +174% | +$1.53M | 3.46% | 11 |
|
|
2022
Q1 | $1.06M | Sell |
7,802
-20,806
| -73% | -$2.83M | 1.18% | 29 |
|
|
2021
Q4 | $4.53M | Buy |
+28,608
| New | +$4.53M | 4.23% | 4 |
|