APA
Astoria Portfolio Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
9,183
-281
| -3% | -$83.3K | 0.77% | 23 |
|
|
2025
Q1 | $2.28M | Sell |
9,464
-1,273
| -12% | -$307K | 0.78% | 26 |
|
|
2024
Q4 | $2.66M | Buy |
10,737
+103
| +1% | +$25.5K | 0.95% | 21 |
|
|
2024
Q3 | $2.36M | Sell |
10,634
-3,964
| -27% | -$881K | 0.81% | 22 |
|
|
2024
Q2 | $2.95M | Buy |
14,598
+121
| +0.8% | +$24.5K | 1.05% | 19 |
|
|
2024
Q1 | $2.65M | Buy |
14,477
+5,705
| +65% | +$1.04M | 1.02% | 19 |
|
|
2023
Q4 | $1.54M | Buy |
8,772
+4,351
| +98% | +$762K | 0.62% | 25 |
|
|
2023
Q3 | $622K | Buy |
4,421
+47
| +1% | +$6.62K | 0.3% | 65 |
|
|
2023
Q2 | $651K | Buy |
4,374
+137
| +3% | +$20.4K | 0.25% | 76 |
|
|
2023
Q1 | $544K | Sell |
4,237
-384
| -8% | -$49.3K | 0.23% | 82 |
|
|
2022
Q4 | $624K | Sell |
4,621
-1,770
| -28% | -$239K | 0.29% | 63 |
|
|
2022
Q3 | $668K | Sell |
6,391
-17
| -0.3% | -$1.78K | 0.45% | 50 |
|
|
2022
Q2 | $722K | Buy |
6,408
+2,654
| +71% | +$299K | 0.53% | 43 |
|
|
2022
Q1 | $512K | Buy |
3,754
+475
| +14% | +$64.8K | 0.4% | 57 |
|
|
2021
Q4 | $519K | Buy |
+3,279
| New | +$519K | 0.41% | 61 |
|