AAS
Asset Allocation Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
1,167
+2
| +0.2% | +$580 | 0.07% | 115 |
|
|
2025
Q1 | $286K | Sell |
1,165
-56
| -5% | -$13.7K | 0.07% | 114 |
|
|
2024
Q4 | $336K | Buy |
1,221
+10
| +0.8% | +$2.75K | 0.08% | 104 |
|
|
2024
Q3 | $255K | Sell |
1,211
-58
| -5% | -$12.2K | 0.07% | 102 |
|
|
2024
Q2 | $257K | Sell |
1,269
-97
| -7% | -$19.6K | 0.09% | 75 |
|
|
2024
Q1 | $274K | Buy |
1,366
+53
| +4% | +$10.6K | 0.1% | 63 |
|
|
2023
Q4 | $223K | Buy |
+1,313
| New | +$223K | 0.09% | 59 |
|