AWS
Aspen Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
8,036
+562
| +8% | +$163K | 1.4% | 14 |
|
|
2025
Q1 | $1.83M | Sell |
7,474
-347
| -4% | -$85.1K | 1.2% | 16 |
|
|
2024
Q4 | $1.87M | Sell |
7,821
-29
| -0.4% | -$6.95K | 1.2% | 14 |
|
|
2024
Q3 | $1.66M | Sell |
7,850
-405
| -5% | -$85.4K | 1.07% | 14 |
|
|
2024
Q2 | $1.79M | Sell |
8,255
-50
| -0.6% | -$10.8K | 1.24% | 13 |
|
|
2024
Q1 | $1.66M | Sell |
8,305
-1,493
| -15% | -$299K | 1.15% | 15 |
|
|
2023
Q4 | $1.67M | Sell |
9,798
-24
| -0.2% | -$4.08K | 1.21% | 16 |
|
|
2023
Q3 | $1.42M | Buy |
9,822
+172
| +2% | +$24.9K | 1.11% | 16 |
|
|
2023
Q2 | $1.4M | Buy |
9,650
+448
| +5% | +$65.2K | 1.07% | 14 |
|
|
2023
Q1 | $1.2M | Sell |
9,202
-102
| -1% | -$13.3K | 0.93% | 17 |
|
|
2022
Q4 | $1.25M | Buy |
+9,304
| New | +$1.25M | 1% | 15 |
|