Ascension Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Hold |
1,520
| – | – | 0.18% | 27 |
|
|
2025
Q1 | $373K | Hold |
1,520
| – | – | 0.17% | 28 |
|
|
2024
Q4 | $364K | Buy |
1,520
+157
| +12% | +$37.6K | 0.16% | 27 |
|
|
2024
Q3 | $287K | Hold |
1,363
| – | – | 0.13% | 31 |
|
|
2024
Q2 | $276K | Hold |
1,363
| – | – | 0.15% | 27 |
|
|
2024
Q1 | $273K | Hold |
1,363
| – | – | 0.15% | 26 |
|
|
2023
Q4 | $232K | Sell |
1,363
-26
| -2% | -$4.42K | 0.15% | 26 |
|
|
2023
Q3 | $201K | Sell |
1,389
-118
| -8% | -$17.1K | 0.12% | 36 |
|
|
2023
Q2 | $219K | Buy |
+1,507
| New | +$219K | 0.14% | 35 |
|
|
2023
Q1 | – | Sell |
-1,507
| Closed | -$202K | – | 37 |
|
|
2022
Q4 | $202K | Buy |
+1,507
| New | +$202K | 0.2% | 34 |
|
|
2022
Q2 | – | Sell |
-1,481
| Closed | -$202K | – | 30 |
|
|
2022
Q1 | $202K | Hold |
1,481
| – | – | 0.16% | 28 |
|
|
2021
Q4 | $235K | Hold |
1,481
| – | – | 0.15% | 30 |
|
|
2021
Q3 | $242K | Hold |
1,481
| – | – | 0.16% | 29 |
|
|
2021
Q2 | $230K | Buy |
1,481
+118
| +9% | +$18.3K | 0.14% | 28 |
|
|
2021
Q1 | $207K | Buy |
+1,363
| New | +$207K | 0.14% | 28 |
|
|
2020
Q1 | – | Sell |
-1,471
| Closed | -$205K | – | 52 |
|
|
2019
Q4 | $205K | Buy |
+1,471
| New | +$205K | 0.14% | 48 |
|