Asset Allocation & Management Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $564K | Hold |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $746K | Buy |
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|
2022
Q2 | $803K | Hold |
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|
2022
Q1 | $972K | Hold |
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|
2021
Q4 | $1.13M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $373K | Buy |
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|
2019
Q4 | $468K | Buy |
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