Aspire Private Capital’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 | $1.68M | Buy |
5,785
+1,009
| +21% | +$293K | 0.39% | 60 |
|
|
2025
Q1 | $1.17M | Buy |
4,776
+117
| +3% | +$28.7K | 0.29% | 72 |
|
|
2024
Q4 | $1.12M | Buy |
4,659
+159
| +4% | +$38.1K | 0.28% | 70 |
|
|
2024
Q3 | $949K | Buy |
4,500
+88
| +2% | +$18.6K | 0.23% | 77 |
|
|
2024
Q2 | $892K | Buy |
4,412
+88
| +2% | +$17.8K | 0.23% | 73 |
|
|
2024
Q1 | $866K | Buy |
4,324
+518
| +14% | +$104K | 0.23% | 76 |
|
|
2023
Q4 | $647K | Buy |
3,806
+3,339
| +715% | +$568K | 0.19% | 82 |
|
|
2023
Q3 | $67.8K | Buy |
467
+49
| +12% | +$7.12K | 0.02% | 191 |
|
|
2023
Q2 | $60.7K | Buy |
418
+1
| +0.2% | +$145 | 0.02% | 193 |
|
|
2023
Q1 | $54.4K | Buy |
417
+6
| +1% | +$783 | 0.02% | 196 |
|
|
2022
Q4 | $55.1K | Hold |
411
| – | – | 0.02% | 186 |
|
|
2022
Q3 | $43K | Sell |
411
-4,011
| -91% | -$420K | 0.02% | 211 |
|
|
2022
Q2 | $498K | Buy |
4,422
+9
| +0.2% | +$1.01K | 0.18% | 79 |
|
|
2022
Q1 | $602K | Sell |
4,413
-309
| -7% | -$42.2K | 0.19% | 73 |
|
|
2021
Q4 | $748K | Buy |
4,722
+1,090
| +30% | +$173K | 0.23% | 50 |
|
|
2021
Q3 | $594K | Sell |
3,632
-42
| -1% | -$6.87K | 0.2% | 61 |
|
|
2021
Q2 | $571K | Buy |
3,674
+885
| +32% | +$138K | 0.18% | 69 |
|
|
2021
Q1 | $425K | Sell |
2,789
-137
| -5% | -$20.9K | 0.15% | 72 |
|
|
2020
Q4 | $372K | Buy |
2,926
+9
| +0.3% | +$1.14K | 0.14% | 86 |
|
|
2020
Q3 | $281K | Buy |
2,917
+1,977
| +210% | +$190K | 0.12% | 93 |
|
|
2020
Q2 | $88K | Buy |
940
+85
| +10% | +$7.96K | 0.04% | 144 |
|
|
2020
Q1 | $77K | Sell |
855
-481
| -36% | -$43.3K | 0.04% | 133 |
|
|
2019
Q4 | $186K | Buy |
1,336
+103
| +8% | +$14.3K | 0.08% | 113 |
|
|
2019
Q3 | $145K | Buy |
1,233
+139
| +13% | +$16.3K | 0.07% | 120 |
|
|
2019
Q2 | $122K | Buy |
1,094
+100
| +10% | +$11.2K | 0.06% | 134 |
|
|
2019
Q1 | $101K | Sell |
994
-329
| -25% | -$33.4K | 0.05% | 169 |
|
|
2018
Q4 | $129K | Buy |
+1,323
| New | +$129K | 0.07% | 139 |
|