AW
Atlas Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.99M | Sell |
27,524
-137
| -0.5% | -$39.8K | 2.92% | 10 |
|
|
2025
Q1 | $6.79M | Sell |
27,661
-943
| -3% | -$231K | 2.65% | 10 |
|
|
2024
Q4 | $6.86M | Sell |
28,604
-275
| -1% | -$65.9K | 2.59% | 10 |
|
|
2024
Q3 | $6.09M | Sell |
28,879
-29,221
| -50% | -$6.16M | 2.63% | 12 |
|
|
2024
Q2 | $12.1M | Buy |
58,100
+28,773
| +98% | +$6M | 1.43% | 19 |
|
|
2024
Q1 | $5.87M | Sell |
29,327
-96
| -0.3% | -$19.2K | 2.87% | 12 |
|
|
2023
Q4 | $4.27M | Hold |
29,423
| – | – | 2.32% | 12 |
|
|
2023
Q3 | $4.27M | Sell |
29,423
-309
| -1% | -$44.8K | 0.8% | 34 |
|
|
2023
Q2 | $4.57M | Sell |
29,732
-53
| -0.2% | -$8.14K | 0.84% | 33 |
|
|
2023
Q1 | $3.88M | Sell |
29,785
-675
| -2% | -$88K | 0.76% | 34 |
|
|
2022
Q4 | $4.08M | Buy |
+30,460
| New | +$4.08M | 1.1% | 24 |
|