AGA
Arkos Global Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
3,269
+209
| +7% | +$60.6K | 0.13% | 45 |
|
|
2025
Q1 | $751K | Sell |
3,060
-122
| -4% | -$29.9K | 0.11% | 49 |
|
|
2024
Q4 | $763K | Sell |
3,182
-949
| -23% | -$228K | 0.11% | 50 |
|
|
2024
Q3 | $871K | Sell |
4,131
-78
| -2% | -$16.4K | 0.13% | 49 |
|
|
2024
Q2 | $851K | Sell |
4,209
-325
| -7% | -$65.7K | 0.14% | 46 |
|
|
2024
Q1 | $908K | Sell |
4,534
-346
| -7% | -$69.3K | 0.15% | 44 |
|
|
2023
Q4 | $830K | Buy |
4,880
+309
| +7% | +$52.6K | 0.15% | 39 |
|
|
2023
Q3 | $663K | Buy |
4,571
+1,507
| +49% | +$219K | 0.14% | 41 |
|
|
2023
Q2 | $446K | Buy |
3,064
+428
| +16% | +$62.3K | 0.09% | 55 |
|
|
2023
Q1 | $343K | Sell |
2,636
-537
| -17% | -$69.9K | 0.07% | 66 |
|
|
2022
Q4 | $425K | Buy |
3,173
+656
| +26% | +$87.9K | 0.11% | 58 |
|
|
2022
Q3 | $263K | Sell |
2,517
-410
| -14% | -$42.8K | 0.08% | 67 |
|
|
2022
Q2 | $330K | Buy |
+2,927
| New | +$330K | 0.09% | 58 |
|