AC
Asio Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,328
+290
| +3% | +$84.1K | 0.45% | 72 |
|
|
2025
Q1 | $2.22M | Buy |
9,038
+47
| +0.5% | +$11.5K | 0.43% | 70 |
|
|
2024
Q4 | $2.16M | Buy |
8,991
+156
| +2% | +$37.4K | 0.41% | 76 |
|
|
2024
Q3 | $1.86M | Sell |
8,835
-165
| -2% | -$34.8K | 0.35% | 75 |
|
|
2024
Q2 | $1.82M | Buy |
9,000
+104
| +1% | +$21K | 0.37% | 73 |
|
|
2024
Q1 | $1.78M | Hold |
8,896
| – | – | 0.38% | 75 |
|
|
2023
Q4 | $1.51M | Buy |
8,896
+223
| +3% | +$37.9K | 0.35% | 78 |
|
|
2023
Q3 | $1.26M | Buy |
8,673
+573
| +7% | +$83.1K | 0.34% | 78 |
|
|
2023
Q2 | $1.18M | Buy |
8,100
+80
| +1% | +$11.6K | 0.29% | 83 |
|
|
2023
Q1 | $1.05M | Sell |
8,020
-86
| -1% | -$11.2K | 0.27% | 83 |
|
|
2022
Q4 | $1.09M | Sell |
8,106
-305
| -4% | -$40.9K | 0.31% | 82 |
|
|
2022
Q3 | $879K | Sell |
8,411
-9,418
| -53% | -$984K | 0.28% | 85 |
|
|
2022
Q2 | $2.01M | Sell |
17,829
-2,233
| -11% | -$251K | 0.63% | 71 |
|
|
2022
Q1 | $2.74M | Sell |
20,062
-1,196
| -6% | -$163K | 0.77% | 55 |
|
|
2021
Q4 | $3.37M | Buy |
21,258
+1,108
| +5% | +$175K | 1.05% | 37 |
|
|
2021
Q3 | $3.3M | Buy |
20,150
+4,907
| +32% | +$803K | 1.14% | 32 |
|
|
2021
Q2 | $2.37M | Buy |
15,243
+1,337
| +10% | +$208K | 0.84% | 58 |
|
|
2021
Q1 | $2.12M | Sell |
13,906
-7,063
| -34% | -$1.08M | 0.88% | 63 |
|
|
2020
Q4 | $2.67M | Sell |
20,969
-4,980
| -19% | -$633K | 1.28% | 35 |
|
|
2020
Q3 | $2.5M | Sell |
25,949
-3,142
| -11% | -$302K | 1.37% | 31 |
|
|
2020
Q2 | $2.74M | Buy |
29,091
+571
| +2% | +$53.7K | 1.73% | 17 |
|
|
2020
Q1 | $2.57M | Buy |
28,520
+1,857
| +7% | +$167K | 2.19% | 11 |
|
|
2019
Q4 | $3.72K | Buy |
+26,663
| New | +$3.72K | 1.94% | 6 |
|