AP
Aspect Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
1,257
+55
| +5% | +$15.9K | 0.18% | 54 |
|
|
2025
Q1 | $295K | Sell |
1,202
-7
| -0.6% | -$1.72K | 0.17% | 54 |
|
|
2024
Q4 | $290K | Sell |
1,209
-9
| -0.7% | -$2.16K | 0.17% | 58 |
|
|
2024
Q3 | $257K | Sell |
1,218
-22
| -2% | -$4.64K | 0.14% | 60 |
|
|
2024
Q2 | $251K | Sell |
1,240
-52
| -4% | -$10.5K | 0.15% | 63 |
|
|
2024
Q1 | $259K | Sell |
1,292
-41
| -3% | -$8.21K | 0.2% | 62 |
|
|
2023
Q4 | $227K | Buy |
+1,333
| New | +$227K | 0.15% | 65 |
|