AEPWM
Atlantic Edge Private Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
17,867
-70
| -0.4% | -$20.3K | 1.42% | 19 |
|
|
2025
Q1 | $4.4M | Buy |
17,937
+101
| +0.6% | +$24.8K | 1.34% | 17 |
|
|
2024
Q4 | $4.28M | Buy |
17,836
+80
| +0.5% | +$19.2K | 1.32% | 17 |
|
|
2024
Q3 | $3.74M | Buy |
17,756
+399
| +2% | +$84.1K | 1.14% | 18 |
|
|
2024
Q2 | $3.51M | Sell |
17,357
-1
| -0% | -$202 | 1.17% | 19 |
|
|
2024
Q1 | $3.48M | Buy |
17,358
+516
| +3% | +$103K | 1.2% | 17 |
|
|
2023
Q4 | $2.86M | Buy |
+16,842
| New | +$2.86M | 1.16% | 17 |
|