AC
ASB Consultores’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
4,107
+467
| +13% | +$135K | 0.8% | 22 |
|
|
2025
Q1 | $893K | Sell |
3,640
-4,171
| -53% | -$1.02M | 0.58% | 24 |
|
|
2024
Q4 | $1.87M | Sell |
7,811
-9
| -0.1% | -$2.16K | 0.78% | 18 |
|
|
2024
Q3 | $1.65M | Sell |
7,820
-195
| -2% | -$41.1K | 0.65% | 22 |
|
|
2024
Q2 | $1.62M | Sell |
8,015
-3,573
| -31% | -$723K | 0.58% | 21 |
|
|
2024
Q1 | $2.32M | Buy |
11,588
+7,512
| +184% | +$1.5M | 0.6% | 24 |
|
|
2023
Q4 | $693K | Sell |
4,076
-4,068
| -50% | -$692K | 0.23% | 36 |
|
|
2023
Q3 | $1.18M | Sell |
8,144
-3,542
| -30% | -$514K | 0.46% | 28 |
|
|
2023
Q2 | $1.7M | Sell |
11,686
-537
| -4% | -$78.1K | 0.83% | 20 |
|
|
2023
Q1 | $1.59M | Buy |
12,223
+2,779
| +29% | +$362K | 0.64% | 25 |
|
|
2022
Q4 | $1.27M | Buy |
9,444
+909
| +11% | +$122K | 0.52% | 26 |
|
|
2022
Q3 | $892K | Buy |
8,535
+788
| +10% | +$82.4K | 0.42% | 31 |
|
|
2022
Q2 | $872K | Buy |
7,747
+249
| +3% | +$28K | 0.38% | 28 |
|
|
2022
Q1 | $1.02M | Sell |
7,498
-215
| -3% | -$29.3K | 0.43% | 28 |
|
|
2021
Q4 | $1.22M | Buy |
+7,713
| New | +$1.22M | 0.6% | 22 |
|