APWA
Atlas Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
5,203
+84
| +2% | +$24.4K | 0.19% | 65 |
|
|
2025
Q1 | $1.26M | Buy |
5,119
+286
| +6% | +$70.2K | 0.18% | 71 |
|
|
2024
Q4 | $1.16M | Sell |
4,833
-516
| -10% | -$124K | 0.16% | 68 |
|
|
2024
Q3 | $1.13M | Buy |
5,349
+16
| +0.3% | +$3.37K | 0.16% | 62 |
|
|
2024
Q2 | $1.08M | Buy |
5,333
+2,924
| +121% | +$592K | 0.18% | 57 |
|
|
2024
Q1 | $482K | Sell |
2,409
-6,573
| -73% | -$1.32M | 0.16% | 63 |
|
|
2023
Q4 | $1.53M | Buy |
8,982
+1
| +0% | +$170 | 0.28% | 46 |
|
|
2023
Q3 | $1.3M | Buy |
8,981
+5,279
| +143% | +$766K | 0.25% | 68 |
|
|
2023
Q2 | $538K | Buy |
3,702
+1,858
| +101% | +$270K | 0.11% | 106 |
|
|
2023
Q1 | $240K | Buy |
1,844
+9
| +0.5% | +$1.17K | 0.11% | 113 |
|
|
2022
Q4 | $246K | Buy |
+1,835
| New | +$246K | 0.13% | 113 |
|
|
2021
Q4 | – | Sell |
-1,073
| Closed | -$176K | – | 448 |
|
|
2021
Q3 | $176K | Buy |
1,073
+2
| +0.2% | +$328 | 0.09% | 138 |
|
|
2021
Q2 | $167K | Buy |
1,071
+525
| +96% | +$81.9K | 0.09% | 125 |
|
|
2021
Q1 | $83K | Buy |
546
+118
| +28% | +$17.9K | 0.05% | 182 |
|
|
2020
Q4 | $54K | Buy |
428
+116
| +37% | +$14.6K | 0.04% | 208 |
|
|
2020
Q3 | $30K | Sell |
312
-170
| -35% | -$16.3K | 0.03% | 255 |
|
|
2020
Q2 | $45K | Buy |
+482
| New | +$45K | 0.04% | 217 |
|