Angeles Investment 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
Q1 | – | Sell |
-5,416
| Closed | -$1.3M | – | 115 |
|
|
2024
Q4 | $1.3M | Buy |
5,416
+17
| +0.3% | +$4.08K | 0.06% | 38 |
|
|
2024
Q3 | $1.14M | Buy |
5,399
+58
| +1% | +$12.2K | 0.06% | 43 |
|
|
2024
Q2 | $1.08M | Sell |
5,341
-1,606
| -23% | -$325K | 0.06% | 45 |
|
|
2024
Q1 | $1.39M | Buy |
6,947
+553
| +9% | +$111K | 0.07% | 34 |
|
|
2023
Q4 | $1.09M | Buy |
6,394
+269
| +4% | +$45.8K | 0.07% | 37 |
|
|
2023
Q3 | $888K | Sell |
6,125
-2,671
| -30% | -$387K | 0.07% | 37 |
|
|
2023
Q2 | $1.28M | Buy |
8,796
+1,302
| +17% | +$189K | 0.11% | 25 |
|
|
2023
Q1 | $977K | Buy |
7,494
+4,418
| +144% | +$576K | 0.08% | 32 |
|
|
2022
Q4 | $412K | Buy |
+3,076
| New | +$412K | 0.04% | 46 |
|
|
2022
Q3 | – | Sell |
-2,850
| Closed | -$321K | – | 87 |
|
|
2022
Q2 | $321K | Hold |
2,850
| – | – | 0.03% | 61 |
|
|
2022
Q1 | $389K | Sell |
2,850
-4,576
| -62% | -$625K | 0.03% | 62 |
|
|
2021
Q4 | $1.18M | Buy |
7,426
+3,600
| +94% | +$570K | 0.06% | 78 |
|
|
2021
Q3 | $626K | Buy |
+3,826
| New | +$626K | 0.04% | 96 |
|
|
2020
Q3 | – | Sell |
-2,203
| Closed | -$207K | – | 112 |
|
|
2020
Q2 | $207K | Buy |
+2,203
| New | +$207K | 0.03% | 101 |
|
|
2020
Q1 | – | Sell |
-5,884
| Closed | -$820K | – | 99 |
|
|
2019
Q4 | $820K | Buy |
5,884
+253
| +4% | +$35.3K | 0.17% | 37 |
|
|
2019
Q3 | $663K | Buy |
5,631
+3,087
| +121% | +$363K | 0.14% | 40 |
|
|
2019
Q2 | $284K | Buy |
+2,544
| New | +$284K | 0.07% | 54 |
|