AMG
Asset Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
1,738
+10
| +0.6% | +$2.9K | 0.09% | 108 |
|
|
2025
Q1 | $424K | Buy |
1,728
+8
| +0.5% | +$1.96K | 0.08% | 106 |
|
|
2024
Q4 | $412K | Buy |
1,720
+9
| +0.5% | +$2.16K | 0.07% | 108 |
|
|
2024
Q3 | $361K | Buy |
1,711
+9
| +0.5% | +$1.9K | 0.06% | 112 |
|
|
2024
Q2 | $344K | Sell |
1,702
-33
| -2% | -$6.68K | 0.06% | 112 |
|
|
2024
Q1 | $348K | Buy |
1,735
+29
| +2% | +$5.81K | 0.07% | 112 |
|
|
2023
Q4 | $290K | Buy |
1,706
+12
| +0.7% | +$2.04K | 0.06% | 117 |
|
|
2023
Q3 | $246K | Buy |
1,694
+64
| +4% | +$9.28K | 0.05% | 118 |
|
|
2023
Q2 | $237K | Buy |
1,630
+11
| +0.7% | +$1.6K | 0.05% | 118 |
|
|
2023
Q1 | $211K | Buy |
1,619
+12
| +0.7% | +$1.56K | 0.05% | 122 |
|
|
2022
Q4 | $216K | Buy |
+1,607
| New | +$216K | 0.05% | 120 |
|
|
2022
Q2 | – | Sell |
-1,568
| Closed | -$214K | – | 121 |
|
|
2022
Q1 | $214K | Buy |
1,568
+11
| +0.7% | +$1.5K | 0.04% | 119 |
|
|
2021
Q4 | $247K | Buy |
1,557
+9
| +0.6% | +$1.43K | 0.05% | 118 |
|
|
2021
Q3 | $253K | Sell |
1,548
-587
| -27% | -$95.9K | 0.05% | 117 |
|
|
2021
Q2 | $332K | Buy |
2,135
+13
| +0.6% | +$2.02K | 0.07% | 105 |
|
|
2021
Q1 | $323K | Buy |
2,122
+14
| +0.7% | +$2.13K | 0.07% | 102 |
|
|
2020
Q4 | $268K | Sell |
2,108
-16
| -0.8% | -$2.03K | 0.07% | 104 |
|
|
2020
Q3 | $204K | Sell |
2,124
-141
| -6% | -$13.5K | 0.06% | 116 |
|
|
2020
Q2 | $213K | Buy |
2,265
+22
| +1% | +$2.07K | 0.07% | 106 |
|
|
2020
Q1 | $202K | Buy |
2,243
+15
| +0.7% | +$1.35K | 0.08% | 100 |
|
|
2019
Q4 | $311K | Sell |
2,228
-34
| -2% | -$4.75K | 0.09% | 97 |
|
|
2019
Q3 | $266K | Sell |
2,262
-483
| -18% | -$56.8K | 0.09% | 99 |
|
|
2019
Q2 | $307K | Buy |
2,745
+43
| +2% | +$4.81K | 0.11% | 93 |
|
|
2019
Q1 | $274K | Buy |
2,702
+21
| +0.8% | +$2.13K | 0.1% | 95 |
|
|
2018
Q4 | $262K | Buy |
2,681
+79
| +3% | +$7.72K | 0.11% | 92 |
|
|
2018
Q3 | $294K | Sell |
2,602
-421
| -14% | -$47.6K | 0.1% | 95 |
|
|
2018
Q2 | $315K | Buy |
3,023
+16
| +0.5% | +$1.67K | 0.11% | 93 |
|
|
2018
Q1 | $331K | Sell |
3,007
-92
| -3% | -$10.1K | 0.12% | 86 |
|
|
2017
Q4 | $331K | Buy |
3,099
+267
| +9% | +$28.5K | 0.12% | 88 |
|
|
2017
Q3 | $271K | Buy |
2,832
+15
| +0.5% | +$1.44K | 0.1% | 93 |
|
|
2017
Q2 | $257K | Sell |
2,817
-385
| -12% | -$35.1K | 0.1% | 93 |
|
|
2017
Q1 | $281K | Buy |
3,202
+18
| +0.6% | +$1.58K | 0.11% | 90 |
|
|
2016
Q4 | $275K | Buy |
3,184
+22
| +0.7% | +$1.9K | 0.11% | 90 |
|
|
2016
Q3 | $211K | Buy |
+3,162
| New | +$211K | 0.09% | 98 |
|
|
2016
Q1 | – | Sell |
-3,317
| Closed | -$219K | – | 102 |
|
|
2015
Q4 | $219K | Buy |
3,317
+22
| +0.7% | +$1.45K | 0.1% | 94 |
|
|
2015
Q3 | $201K | Buy |
3,295
+21
| +0.6% | +$1.28K | 0.09% | 95 |
|
|
2015
Q2 | $222K | Buy |
+3,274
| New | +$222K | 0.1% | 94 |
|
|
2015
Q1 | – | Sell |
-3,952
| Closed | -$247K | – | 93 |
|
|
2014
Q4 | $247K | Buy |
3,952
+19
| +0.5% | +$1.19K | 0.12% | 82 |
|
|
2014
Q3 | $237K | Buy |
3,933
+20
| +0.5% | +$1.21K | 0.13% | 80 |
|
|
2014
Q2 | $225K | Buy |
+3,913
| New | +$225K | 0.12% | 77 |
|