ACGA
Atlanta Consulting Group Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
47,240
-3,461
| -7% | -$1M | 3.75% | 7 |
|
|
2025
Q1 | $12.4M | Sell |
50,701
-676
| -1% | -$166K | 3.63% | 7 |
|
|
2024
Q4 | $12.3M | Sell |
51,377
-402
| -0.8% | -$96.4K | 4.54% | 5 |
|
|
2024
Q3 | $10.9M | Buy |
51,779
+649
| +1% | +$137K | 2.71% | 7 |
|
|
2024
Q2 | $10.3M | Sell |
51,130
-274
| -0.5% | -$55.4K | 2.23% | 9 |
|
|
2024
Q1 | $10.3M | Buy |
+51,404
| New | +$10.3M | 3.56% | 6 |
|