AIA
Arbor Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Hold |
2,894
| – | – | 0.11% | 43 |
|
|
2025
Q1 | $710K | Buy |
2,894
+6
| +0.2% | +$1.47K | 0.1% | 46 |
|
|
2024
Q4 | $692K | Sell |
2,888
-32
| -1% | -$7.67K | 0.1% | 45 |
|
|
2024
Q3 | $616K | Hold |
2,920
| – | – | 0.08% | 56 |
|
|
2024
Q2 | $591K | Buy |
2,920
+639
| +28% | +$129K | 0.09% | 48 |
|
|
2024
Q1 | $457K | Buy |
2,281
+207
| +10% | +$41.5K | 0.07% | 62 |
|
|
2023
Q4 | $353K | Sell |
2,074
-482
| -19% | -$82K | 0.06% | 66 |
|
|
2023
Q3 | $371K | Sell |
2,556
-25
| -1% | -$3.63K | 0.06% | 64 |
|
|
2023
Q2 | $375K | Hold |
2,581
| – | – | 0.07% | 64 |
|
|
2023
Q1 | $336K | Hold |
2,581
| – | – | 0.06% | 72 |
|
|
2022
Q4 | $346K | Hold |
2,581
| – | – | 0.07% | 72 |
|
|
2022
Q3 | $270K | Sell |
2,581
-2,000
| -44% | -$209K | 0.07% | 58 |
|
|
2022
Q2 | $516K | Sell |
4,581
-450
| -9% | -$50.7K | 0.11% | 51 |
|
|
2022
Q1 | $686K | Buy |
5,031
+314
| +7% | +$42.8K | 0.13% | 46 |
|
|
2021
Q4 | $747K | Hold |
4,717
| – | – | 0.14% | 43 |
|
|
2021
Q3 | $772K | Hold |
4,717
| – | – | 0.16% | 41 |
|
|
2021
Q2 | $734K | Buy |
4,717
+25
| +0.5% | +$3.89K | 0.15% | 43 |
|
|
2021
Q1 | $714K | Hold |
4,692
| – | – | 0.16% | 43 |
|
|
2020
Q4 | $596K | Buy |
4,692
+81
| +2% | +$10.3K | 0.14% | 43 |
|
|
2020
Q3 | $444K | Buy |
4,611
+4
| +0.1% | +$385 | 0.12% | 52 |
|
|
2020
Q2 | $433K | Buy |
4,607
+600
| +15% | +$56.4K | 0.12% | 52 |
|
|
2020
Q1 | $361K | Sell |
4,007
-241
| -6% | -$21.7K | 0.12% | 51 |
|
|
2019
Q4 | $592K | Sell |
4,248
-30
| -0.7% | -$4.18K | 0.17% | 43 |
|
|
2019
Q3 | $503K | Buy |
4,278
+201
| +5% | +$23.6K | 0.15% | 47 |
|
|
2019
Q2 | $456K | Buy |
4,077
+270
| +7% | +$30.2K | 0.14% | 42 |
|
|
2019
Q1 | $385K | Buy |
+3,807
| New | +$385K | 0.12% | 44 |
|
|
2018
Q4 | – | Sell |
-1,807
| Closed | -$204K | – | 57 |
|
|
2018
Q3 | $204K | Buy |
+1,807
| New | +$204K | 0.08% | 56 |
|
|
2015
Q1 | – | Sell |
-5,870
| Closed | -$367K | – | 47 |
|
|
2014
Q4 | $367K | Sell |
5,870
-548
| -9% | -$34.3K | 0.21% | 33 |
|
|
2014
Q3 | $387K | Sell |
6,418
-370
| -5% | -$22.3K | 0.22% | 33 |
|
|
2014
Q2 | $391K | Hold |
6,788
| – | – | 0.21% | 36 |
|
|
2014
Q1 | $412K | Buy |
+6,788
| New | +$412K | 0.24% | 34 |
|