APSI
Asset Planning Services Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
41,907
-235
| -0.6% | -$68.1K | 5.59% | 3 |
|
|
2025
Q1 | $10.3M | Sell |
42,142
-310
| -0.7% | -$76K | 5.26% | 3 |
|
|
2024
Q4 | $10.2M | Sell |
42,452
-45
| -0.1% | -$10.8K | 4.96% | 3 |
|
|
2024
Q3 | $8.96M | Sell |
42,497
-390
| -0.9% | -$82.2K | 4.43% | 4 |
|
|
2024
Q2 | $8.67M | Sell |
42,887
-690
| -2% | -$140K | 4.58% | 4 |
|
|
2024
Q1 | $8.73M | Sell |
43,577
-565
| -1% | -$113K | 4.88% | 3 |
|
|
2023
Q4 | $7.51M | Sell |
44,142
-610
| -1% | -$104K | 4.57% | 3 |
|
|
2023
Q3 | $6.49M | Buy |
44,752
+110
| +0.2% | +$16K | 4.26% | 6 |
|
|
2023
Q2 | $6.49M | Sell |
44,642
-325
| -0.7% | -$47.3K | 4% | 6 |
|
|
2023
Q1 | $5.86M | Sell |
44,967
-1,665
| -4% | -$217K | 3.71% | 10 |
|
|
2022
Q4 | $6.25M | Buy |
46,632
+100
| +0.2% | +$13.4K | 3.96% | 10 |
|
|
2022
Q3 | $4.86M | Sell |
46,532
-100
| -0.2% | -$10.5K | 3.42% | 15 |
|
|
2022
Q2 | $5.25M | Buy |
46,632
+475
| +1% | +$53.5K | 3.44% | 15 |
|
|
2022
Q1 | $6.29M | Buy |
46,157
+1,500
| +3% | +$204K | 3.61% | 11 |
|
|
2021
Q4 | $7.07M | Sell |
44,657
-1,100
| -2% | -$174K | 3.81% | 7 |
|
|
2021
Q3 | $7.49M | Hold |
45,757
| – | – | 4.42% | 4 |
|
|
2021
Q2 | $7.12M | Sell |
45,757
-350
| -0.8% | -$54.4K | 4.11% | 4 |
|
|
2021
Q1 | $7.02M | Sell |
46,107
-100
| -0.2% | -$15.2K | 4.24% | 4 |
|
|
2020
Q4 | $5.87M | Sell |
46,207
-75
| -0.2% | -$9.53K | 3.76% | 10 |
|
|
2020
Q3 | $4.46M | Buy |
46,282
+1,100
| +2% | +$106K | 3.05% | 17 |
|
|
2020
Q2 | $4.25M | Buy |
45,182
+225
| +0.5% | +$21.2K | 3.07% | 16 |
|
|
2020
Q1 | $4.05M | Buy |
44,957
+525
| +1% | +$47.3K | 3.34% | 16 |
|
|
2019
Q4 | $6.19M | Buy |
44,432
+1,725
| +4% | +$240K | 3.95% | 4 |
|
|
2019
Q3 | $5.03M | Buy |
42,707
+1,500
| +4% | +$177K | 3.26% | 12 |
|
|
2019
Q2 | $4.61M | Buy |
41,207
+1,950
| +5% | +$218K | 3% | 16 |
|
|
2019
Q1 | $3.97M | Buy |
39,257
+34,725
| +766% | +$3.52M | 2.72% | 21 |
|
|
2018
Q4 | $442K | Hold |
4,532
| – | – | 0.34% | 36 |
|
|
2018
Q3 | $511K | Hold |
4,532
| – | – | 0.35% | 34 |
|
|
2018
Q2 | $472K | Hold |
4,532
| – | – | 0.34% | 34 |
|
|
2018
Q1 | $498K | Hold |
4,532
| – | – | 0.37% | 34 |
|
|
2017
Q4 | $485K | Hold |
4,532
| – | – | 0.34% | 35 |
|
|
2017
Q3 | $432K | Hold |
4,532
| – | – | 0.35% | 31 |
|
|
2017
Q2 | $414K | Hold |
4,532
| – | – | 0.35% | 32 |
|
|
2017
Q1 | $398K | Hold |
4,532
| – | – | 0.34% | 32 |
|
|
2016
Q4 | $391K | Buy |
+4,532
| New | +$391K | 0.37% | 30 |
|