AAIM
Asset Advisors Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Hold |
7,648
| – | – | 0.22% | 56 |
|
|
2025
Q1 | $1.88M | Buy |
7,648
+33
| +0.4% | +$8.1K | 0.2% | 59 |
|
|
2024
Q4 | $1.83M | Buy |
7,615
+158
| +2% | +$37.9K | 0.19% | 62 |
|
|
2024
Q3 | $1.57M | Hold |
7,457
| – | – | 0.16% | 63 |
|
|
2024
Q2 | $1.51M | Buy |
+7,457
| New | +$1.51M | 0.16% | 62 |
|
|
2022
Q1 | – | Sell |
-1,859
| Closed | -$294K | – | 92 |
|
|
2021
Q4 | $294K | Buy |
1,859
+115
| +7% | +$18.2K | 0.03% | 82 |
|
|
2021
Q3 | $285K | Buy |
1,744
+2
| +0.1% | +$327 | 0.03% | 84 |
|
|
2021
Q2 | $271K | Hold |
1,742
| – | – | 0.03% | 85 |
|
|
2021
Q1 | $272K | Buy |
+1,742
| New | +$272K | 0.03% | 84 |
|
|
2020
Q3 | – | Sell |
-2,285
| Closed | -$215K | – | 129 |
|
|
2020
Q2 | $215K | Sell |
2,285
-1,182
| -34% | -$111K | 0.03% | 86 |
|
|
2020
Q1 | $312K | Buy |
3,467
+7
| +0.2% | +$630 | 0.06% | 85 |
|
|
2019
Q4 | $480K | Buy |
3,460
+492
| +17% | +$68.3K | 0.07% | 84 |
|
|
2019
Q3 | $349K | Sell |
2,968
-652
| -18% | -$76.7K | 0.06% | 85 |
|
|
2019
Q2 | $405K | Buy |
3,620
+32
| +0.9% | +$3.58K | 0.07% | 76 |
|
|
2019
Q1 | $363K | Hold |
3,588
| – | – | 0.06% | 81 |
|
|
2018
Q4 | $350K | Sell |
3,588
-4,366
| -55% | -$426K | 0.07% | 81 |
|
|
2018
Q3 | $898K | Buy |
+7,954
| New | +$898K | 0.15% | 68 |
|