AIC
Archer Investment Corporation’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
18,118
+45
| +0.2% | +$13K | 1.25% | 13 |
|
|
2025
Q1 | $4.43M | Sell |
18,073
-110
| -0.6% | -$27K | 1.15% | 14 |
|
|
2024
Q4 | $4.36M | Buy |
18,183
+1
| +0% | +$240 | 1.16% | 15 |
|
|
2024
Q3 | $3.83M | Sell |
18,182
-2,245
| -11% | -$473K | 1.03% | 18 |
|
|
2024
Q2 | $4.13M | Sell |
20,427
-116
| -0.6% | -$23.5K | 1.21% | 14 |
|
|
2024
Q1 | $4.11M | Sell |
20,543
-317
| -2% | -$63.5K | 1.24% | 14 |
|
|
2023
Q4 | $3.55M | Buy |
20,860
+357
| +2% | +$60.7K | 1.14% | 17 |
|
|
2023
Q3 | $2.97M | Buy |
20,503
+127
| +0.6% | +$18.4K | 1.05% | 18 |
|
|
2023
Q2 | $2.96M | Buy |
20,376
+460
| +2% | +$66.9K | 1.06% | 15 |
|
|
2023
Q1 | $2.6M | Sell |
19,916
-195
| -1% | -$25.4K | 0.96% | 17 |
|
|
2022
Q4 | $2.7M | Buy |
20,111
+205
| +1% | +$27.5K | 1.05% | 17 |
|
|
2022
Q3 | $2.08M | Buy |
19,906
+189
| +1% | +$19.8K | 0.88% | 21 |
|
|
2022
Q2 | $2.22M | Hold |
19,717
| – | – | 0.9% | 22 |
|
|
2022
Q1 | $2.68M | Buy |
19,717
+339
| +2% | +$46.1K | 0.95% | 19 |
|
|
2021
Q4 | $3.07M | Buy |
19,378
+225
| +1% | +$35.6K | 1.04% | 14 |
|
|
2021
Q3 | $3.14M | Sell |
19,153
-1,061
| -5% | -$174K | 1.17% | 13 |
|
|
2021
Q2 | $3.14M | Hold |
20,214
| – | – | 1.24% | 12 |
|
|
2021
Q1 | $3.08M | Sell |
20,214
-260
| -1% | -$39.6K | 1.27% | 12 |
|
|
2020
Q4 | $2.6M | Buy |
20,474
+32
| +0.2% | +$4.07K | 1.24% | 12 |
|
|
2020
Q3 | $1.97M | Buy |
+20,442
| New | +$1.97M | 1.02% | 18 |
|
|
2020
Q2 | – | Sell |
-15,223
| Closed | -$1.37M | – | 661 |
|
|
2020
Q1 | $1.37M | Buy |
15,223
+401
| +3% | +$36.1K | 0.92% | 18 |
|
|
2019
Q4 | $2.07M | Buy |
14,822
+1,122
| +8% | +$156K | 1.09% | 14 |
|
|
2019
Q3 | $1.61M | Sell |
13,700
-1,272
| -8% | -$149K | 0.97% | 18 |
|
|
2019
Q2 | $1.65M | Buy |
14,972
+250
| +2% | +$27.6K | 1.05% | 13 |
|
|
2019
Q1 | $1.48M | Sell |
14,722
-387
| -3% | -$39K | 1% | 17 |
|
|
2018
Q4 | $1.48M | Buy |
+15,109
| New | +$1.48M | 1.29% | 11 |
|