AWM
Ariadne Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
4,198
+505
| +14% | +$147K | 0.58% | 42 |
|
|
2025
Q1 | $935K | Sell |
3,693
-321
| -8% | -$81.2K | 0.49% | 52 |
|
|
2024
Q4 | $1.09M | Buy |
4,014
+794
| +25% | +$215K | 0.5% | 50 |
|
|
2024
Q3 | $761K | Sell |
3,220
-419
| -12% | -$99K | 0.41% | 47 |
|
|
2024
Q2 | $736K | Buy |
+3,639
| New | +$736K | 0.57% | 41 |
|