Athena Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Sell |
24,925
-266
| -1% | -$77.1K | 4.04% | 4 |
|
|
2025
Q1 | $6.18M | Sell |
25,191
-1,258
| -5% | -$309K | 3.74% | 5 |
|
|
2024
Q4 | $6.34M | Sell |
26,449
-363
| -1% | -$87K | 3.67% | 4 |
|
|
2024
Q3 | $5.65M | Sell |
26,812
-500
| -2% | -$105K | 3.22% | 6 |
|
|
2024
Q2 | $5.52M | Sell |
27,312
-343
| -1% | -$69.4K | 3.35% | 6 |
|
|
2024
Q1 | $5.54M | Sell |
27,655
-669
| -2% | -$134K | 3.32% | 6 |
|
|
2023
Q4 | $4.82M | Buy |
28,324
+22
| +0.1% | +$3.74K | 3.12% | 6 |
|
|
2023
Q3 | $4.1M | Sell |
28,302
-1
| -0% | -$145 | 2.94% | 6 |
|
|
2023
Q2 | $4.12M | Sell |
28,303
-98
| -0.3% | -$14.3K | 2.83% | 6 |
|
|
2023
Q1 | $3.7M | Buy |
28,401
+154
| +0.5% | +$20.1K | 2.66% | 6 |
|
|
2022
Q4 | $3.79M | Buy |
28,247
+244
| +0.9% | +$32.7K | 2.78% | 6 |
|
|
2022
Q3 | $2.93M | Sell |
28,003
-266
| -0.9% | -$27.8K | 2.46% | 6 |
|
|
2022
Q2 | $3.18M | Buy |
28,269
+600
| +2% | +$67.6K | 2.51% | 6 |
|
|
2022
Q1 | $3.77M | Buy |
+27,669
| New | +$3.77M | 2.92% | 6 |
|