AAS
Annex Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
53,341
+946
| +2% | +$274K | 0.37% | 57 |
|
|
2025
Q1 | $12.9M | Sell |
52,395
-2,746
| -5% | -$674K | 0.36% | 61 |
|
|
2024
Q4 | $13.2M | Buy |
55,141
+3,927
| +8% | +$941K | 0.4% | 57 |
|
|
2024
Q3 | $10.8M | Sell |
51,214
-57,588
| -53% | -$12.1M | 0.35% | 60 |
|
|
2024
Q2 | $22M | Buy |
108,802
+7,359
| +7% | +$1.49M | 0.78% | 29 |
|
|
2024
Q1 | $20.3M | Buy |
101,443
+2,589
| +3% | +$519K | 0.72% | 29 |
|
|
2023
Q4 | $16.8M | Buy |
98,854
+7,380
| +8% | +$1.26M | 0.7% | 34 |
|
|
2023
Q3 | $13.3M | Buy |
91,474
+13,639
| +18% | +$1.98M | 0.8% | 32 |
|
|
2023
Q2 | $11.3M | Buy |
77,835
+3,037
| +4% | +$442K | 0.63% | 35 |
|
|
2023
Q1 | $9.75M | Buy |
74,798
+40,861
| +120% | +$5.32M | 0.52% | 34 |
|
|
2022
Q4 | $4.55M | Buy |
33,937
+667
| +2% | +$89.4K | 0.26% | 61 |
|
|
2022
Q3 | $3.48M | Sell |
33,270
-705
| -2% | -$73.7K | 0.23% | 69 |
|
|
2022
Q2 | $3.83M | Buy |
33,975
+1,392
| +4% | +$157K | 0.28% | 67 |
|
|
2022
Q1 | $4.44M | Sell |
32,583
-13,460
| -29% | -$1.83M | 0.33% | 61 |
|
|
2021
Q4 | $7.29M | Buy |
46,043
+2,551
| +6% | +$404K | 0.5% | 32 |
|
|
2021
Q3 | $7.12M | Buy |
43,492
+2,652
| +6% | +$434K | 0.58% | 25 |
|
|
2021
Q2 | $6.35M | Buy |
40,840
+2,845
| +7% | +$442K | 0.51% | 23 |
|
|
2021
Q1 | $5.78M | Sell |
37,995
-338
| -0.9% | -$51.5K | 0.56% | 25 |
|
|
2020
Q4 | $4.87M | Buy |
38,333
+2,084
| +6% | +$265K | 0.48% | 28 |
|
|
2020
Q3 | $3.49M | Buy |
36,249
+1,471
| +4% | +$142K | 0.44% | 25 |
|
|
2020
Q2 | $3.27M | Buy |
34,778
+3,215
| +10% | +$302K | 0.46% | 24 |
|
|
2020
Q1 | $2.84M | Buy |
31,563
+2,733
| +9% | +$246K | 0.4% | 23 |
|
|
2019
Q4 | $4.02M | Buy |
28,830
+627
| +2% | +$87.4K | 0.49% | 22 |
|
|
2019
Q3 | $3.32M | Buy |
28,203
+930
| +3% | +$109K | 0.45% | 25 |
|
|
2019
Q2 | $3.05M | Buy |
27,273
+4,834
| +22% | +$541K | 0.43% | 27 |
|
|
2019
Q1 | $2.27M | Sell |
22,439
-157
| -0.7% | -$15.9K | 0.34% | 33 |
|
|
2018
Q4 | $2.21M | Buy |
22,596
+2,278
| +11% | +$222K | 0.35% | 37 |
|
|
2018
Q3 | $2.29M | Buy |
20,318
+1,545
| +8% | +$174K | 0.35% | 34 |
|
|
2018
Q2 | $1.96M | Buy |
18,773
+982
| +6% | +$102K | 0.33% | 37 |
|
|
2018
Q1 | $1.96M | Buy |
17,791
+1,255
| +8% | +$138K | 0.36% | 32 |
|
|
2017
Q4 | $1.77M | Buy |
16,536
+920
| +6% | +$98.4K | 0.33% | 31 |
|
|
2017
Q3 | $1.49M | Buy |
15,616
+1,410
| +10% | +$135K | 0.31% | 31 |
|
|
2017
Q2 | $1.3M | Buy |
14,206
+1,304
| +10% | +$119K | 0.29% | 29 |
|
|
2017
Q1 | $1.13M | Buy |
12,902
+1,497
| +13% | +$131K | 0.28% | 29 |
|
|
2016
Q4 | $984K | Buy |
11,405
+419
| +4% | +$36.2K | 0.24% | 34 |
|
|
2016
Q3 | $732K | Buy |
10,986
+476
| +5% | +$31.7K | 0.19% | 44 |
|
|
2016
Q2 | $653K | Buy |
10,510
+90
| +0.9% | +$5.59K | 0.18% | 52 |
|
|
2016
Q1 | $617K | Sell |
10,420
-299
| -3% | -$17.7K | 0.18% | 55 |
|
|
2015
Q4 | $708K | Buy |
10,719
+1,163
| +12% | +$76.8K | 0.21% | 39 |
|
|
2015
Q3 | $583K | Buy |
9,556
+2,684
| +39% | +$164K | 0.19% | 41 |
|
|
2015
Q2 | $466K | Buy |
6,872
+1,883
| +38% | +$128K | 0.15% | 50 |
|
|
2015
Q1 | $302K | Buy |
+4,989
| New | +$302K | 0.1% | 80 |
|