Aprio Wealth Management’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 | $4.97M | Buy |
17,143
+616
| +4% | +$179K | 0.56% | 33 |
|
|
2025
Q1 | $4.05M | Buy |
16,527
+982
| +6% | +$241K | 0.51% | 38 |
|
|
2024
Q4 | $3.73M | Buy |
15,545
+1,230
| +9% | +$295K | 0.54% | 33 |
|
|
2024
Q3 | $3.02M | Sell |
14,315
-63
| -0.4% | -$13.3K | 0.48% | 37 |
|
|
2024
Q2 | $2.91M | Buy |
14,378
+424
| +3% | +$85.8K | 0.53% | 34 |
|
|
2024
Q1 | $2.8M | Buy |
13,954
+7,269
| +109% | +$1.46M | 0.55% | 29 |
|
|
2023
Q4 | $1.14M | Buy |
6,685
+446
| +7% | +$75.9K | 0.25% | 50 |
|
|
2023
Q3 | $905K | Buy |
6,239
+2,061
| +49% | +$299K | 0.25% | 50 |
|
|
2023
Q2 | $608K | Sell |
4,178
-686
| -14% | -$99.8K | 0.17% | 65 |
|
|
2023
Q1 | $634K | Buy |
4,864
+1,047
| +27% | +$136K | 0.2% | 52 |
|
|
2022
Q4 | $512K | Sell |
3,817
-1,509
| -28% | -$202K | 0.18% | 62 |
|
|
2022
Q3 | $557K | Buy |
5,326
+1,280
| +32% | +$134K | 0.22% | 53 |
|
|
2022
Q2 | $456K | Buy |
4,046
+271
| +7% | +$30.5K | 0.18% | 52 |
|
|
2022
Q1 | $515K | Buy |
3,775
+1,169
| +45% | +$159K | 0.2% | 51 |
|
|
2021
Q4 | $413K | Sell |
2,606
-10
| -0.4% | -$1.59K | 0.17% | 47 |
|
|
2021
Q3 | $428K | Buy |
2,616
+27
| +1% | +$4.42K | 0.2% | 44 |
|
|
2021
Q2 | $403K | Buy |
+2,589
| New | +$403K | 0.19% | 43 |
|
|
2020
Q4 | $427K | Sell |
3,361
-9,124
| -73% | -$1.16M | 0.28% | 33 |
|
|
2020
Q3 | $1.2M | Buy |
12,485
+112
| +0.9% | +$10.8K | 0.85% | 22 |
|
|
2020
Q2 | $1.16M | Sell |
12,373
-395
| -3% | -$37.2K | 1.12% | 21 |
|
|
2020
Q1 | $1.15M | Buy |
12,768
+600
| +5% | +$54K | 1.46% | 11 |
|
|
2019
Q4 | $1.7M | Buy |
+12,168
| New | +$1.7M | 1.25% | 17 |
|