AI
Atria Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.1M | Sell |
238,357
-9,322
| -4% | -$2.7M | 0.82% | 14 |
|
|
2025
Q1 | $60.8M | Sell |
247,679
-15,763
| -6% | -$3.87M | 0.78% | 15 |
|
|
2024
Q4 | $63.1M | Sell |
263,442
-3,829
| -1% | -$918K | 0.79% | 15 |
|
|
2024
Q3 | $56.4M | Sell |
267,271
-7,417
| -3% | -$1.56M | 0.7% | 16 |
|
|
2024
Q2 | $55.6M | Buy |
274,688
+6,348
| +2% | +$1.28M | 0.72% | 17 |
|
|
2024
Q1 | $53.7M | Sell |
268,340
-8,442
| -3% | -$1.69M | 0.74% | 17 |
|
|
2023
Q4 | $47.1M | Buy |
276,782
+5,930
| +2% | +$1.01M | 0.73% | 16 |
|
|
2023
Q3 | $39.3M | Buy |
270,852
+22,249
| +9% | +$3.23M | 0.7% | 20 |
|
|
2023
Q2 | $36.2M | Buy |
248,603
+19,023
| +8% | +$2.77M | 0.65% | 22 |
|
|
2023
Q1 | $29.9M | Buy |
229,580
+9,352
| +4% | +$1.22M | 0.57% | 26 |
|
|
2022
Q4 | $29.5M | Buy |
220,228
+9,742
| +5% | +$1.31M | 0.61% | 25 |
|
|
2022
Q3 | $22M | Buy |
210,486
+12,546
| +6% | +$1.31M | 0.49% | 33 |
|
|
2022
Q2 | $22.3M | Buy |
197,940
+6,504
| +3% | +$732K | 0.47% | 35 |
|
|
2022
Q1 | $26.1M | Buy |
191,436
+8,365
| +5% | +$1.14M | 0.46% | 36 |
|
|
2021
Q4 | $29M | Buy |
183,071
+16,816
| +10% | +$2.66M | 0.52% | 30 |
|
|
2021
Q3 | $27.2M | Buy |
166,255
+18,124
| +12% | +$2.97M | 0.49% | 33 |
|
|
2021
Q2 | $23M | Buy |
148,131
+8,584
| +6% | +$1.34M | 0.44% | 39 |
|
|
2021
Q1 | $21.2M | Sell |
139,547
-3,808
| -3% | -$580K | 0.47% | 42 |
|
|
2020
Q4 | $18.2M | Buy |
143,355
+1,548
| +1% | +$197K | 0.44% | 42 |
|
|
2020
Q3 | $13.7M | Sell |
141,807
-525
| -0.4% | -$50.5K | 0.41% | 47 |
|
|
2020
Q2 | $13.4M | Buy |
142,332
+9,707
| +7% | +$913K | 0.46% | 43 |
|
|
2020
Q1 | $11.9M | Buy |
132,625
+22,062
| +20% | +$1.99M | 0.92% | 21 |
|
|
2019
Q4 | $15.4M | Buy |
110,563
+34,448
| +45% | +$4.8M | 0.42% | 43 |
|
|
2019
Q3 | $8.96M | Buy |
76,115
+18,610
| +32% | +$2.19M | 0.32% | 69 |
|
|
2019
Q2 | $6.14M | Buy |
57,505
+13,544
| +31% | +$1.45M | 0.23% | 94 |
|
|
2019
Q1 | $4.45M | Sell |
43,961
-8,684
| -16% | -$879K | 0.19% | 106 |
|
|
2018
Q4 | $5.14M | Buy |
52,645
+1,631
| +3% | +$159K | 0.23% | 73 |
|
|
2018
Q3 | $5.76M | Buy |
51,014
+3,602
| +8% | +$406K | 0.23% | 79 |
|
|
2018
Q2 | $4.94M | Buy |
47,412
+821
| +2% | +$85.5K | 0.22% | 83 |
|
|
2018
Q1 | $5.12M | Buy |
46,591
+861
| +2% | +$94.7K | 0.25% | 72 |
|
|
2017
Q4 | $4.89M | Buy |
45,730
+7,794
| +21% | +$833K | 0.24% | 74 |
|
|
2017
Q3 | $3.62M | Buy |
37,936
+1,314
| +4% | +$125K | 0.2% | 92 |
|
|
2017
Q2 | $3.35M | Sell |
36,622
-345
| -0.9% | -$31.5K | 0.2% | 91 |
|
|
2017
Q1 | $3.25M | Buy |
36,967
+2,494
| +7% | +$219K | 0.21% | 92 |
|
|
2016
Q4 | $2.98M | Buy |
34,473
+3,063
| +10% | +$264K | 0.23% | 79 |
|
|
2016
Q3 | $2.09M | Buy |
31,410
+3,695
| +13% | +$246K | 0.19% | 88 |
|
|
2016
Q2 | $1.72M | Buy |
27,715
+7,917
| +40% | +$492K | 0.19% | 92 |
|
|
2016
Q1 | $1.17M | Buy |
19,798
+2,025
| +11% | +$120K | 0.13% | 123 |
|
|
2015
Q4 | $1.05M | Buy |
17,773
+5,721
| +47% | +$337K | 0.12% | 127 |
|
|
2015
Q3 | $735K | Buy |
12,052
+1,393
| +13% | +$85K | 0.1% | 150 |
|
|
2015
Q2 | $722K | Sell |
10,659
-119
| -1% | -$8.06K | 0.08% | 181 |
|
|
2015
Q1 | $653K | Sell |
10,778
-3,434
| -24% | -$208K | 0.07% | 202 |
|
|
2014
Q4 | $889K | Sell |
14,212
-719
| -5% | -$45K | 0.09% | 179 |
|
|
2014
Q3 | $899K | Sell |
14,931
-262
| -2% | -$15.8K | 0.09% | 191 |
|
|
2014
Q2 | $875K | Sell |
15,193
-578
| -4% | -$33.3K | 0.09% | 195 |
|
|
2014
Q1 | $957K | Sell |
15,771
-105
| -0.7% | -$6.37K | 0.1% | 175 |
|
|
2013
Q4 | $928K | Sell |
15,876
-1,139
| -7% | -$66.6K | 0.09% | 195 |
|
|
2013
Q3 | $879K | Sell |
17,015
-1,850
| -10% | -$95.6K | 0.09% | 180 |
|
|
2013
Q2 | $996K | Buy |
+18,865
| New | +$996K | 0.12% | 104 |
|