APWM
Atlas Private Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.93M | Buy |
29,624
+718
| +2% | +$144K | 2.49% | 9 |
|
|
2023
Q4 | $4.92M | Buy |
28,906
+1,371
| +5% | +$233K | 2.31% | 10 |
|
|
2023
Q3 | $3.99M | Buy |
27,535
+429
| +2% | +$62.2K | 2.14% | 10 |
|
|
2023
Q2 | $3.94M | Buy |
27,106
+2,834
| +12% | +$412K | 2.08% | 11 |
|
|
2023
Q1 | $3.16M | Buy |
24,272
+967
| +4% | +$126K | 1.9% | 12 |
|
|
2022
Q4 | $3.13M | Buy |
23,305
+1,566
| +7% | +$210K | 1.44% | 14 |
|
|
2022
Q3 | $2.27M | Buy |
21,739
+696
| +3% | +$72.7K | 1.65% | 15 |
|
|
2022
Q2 | $2.37M | Sell |
21,043
-1,719
| -8% | -$194K | 1.62% | 16 |
|
|
2022
Q1 | $3.1M | Buy |
22,762
+959
| +4% | +$131K | 1.8% | 15 |
|
|
2021
Q4 | $3.45M | Buy |
21,803
+2,589
| +13% | +$410K | 1.92% | 12 |
|
|
2021
Q3 | $3.15M | Buy |
19,214
+389
| +2% | +$63.7K | 1.92% | 12 |
|
|
2021
Q2 | $2.93M | Buy |
18,825
+1,261
| +7% | +$196K | 1.81% | 14 |
|
|
2021
Q1 | $2.67M | Buy |
17,564
+2
| +0% | +$304 | 1.71% | 13 |
|
|
2020
Q4 | $2.23M | Sell |
17,562
-38
| -0.2% | -$4.83K | 1.59% | 18 |
|
|
2020
Q3 | $1.69M | Buy |
17,600
+1,486
| +9% | +$143K | 1.33% | 21 |
|
|
2020
Q2 | $1.52M | Buy |
16,114
+106
| +0.7% | +$9.97K | 1.22% | 22 |
|
|
2020
Q1 | $1.44M | Buy |
16,008
+1,931
| +14% | +$174K | 1.33% | 21 |
|
|
2019
Q4 | $1.96M | Buy |
+14,077
| New | +$1.96M | 1.51% | 16 |
|