AWM
Atticus Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
6,453
+2,551
| +65% | +$740K | 0.51% | 33 |
|
|
2025
Q1 | $957K | Buy |
3,902
+200
| +5% | +$49.1K | 0.31% | 43 |
|
|
2024
Q4 | $888K | Buy |
3,702
+106
| +3% | +$25.4K | 0.28% | 46 |
|
|
2024
Q3 | $758K | Buy |
3,596
+217
| +6% | +$45.8K | 0.24% | 51 |
|
|
2024
Q2 | $683K | Buy |
3,379
+241
| +8% | +$48.7K | 0.22% | 52 |
|
|
2024
Q1 | $629K | Buy |
3,138
+698
| +29% | +$140K | 0.21% | 60 |
|
|
2023
Q4 | $415K | Buy |
2,440
+35
| +1% | +$5.95K | 0.15% | 81 |
|
|
2023
Q3 | $349K | Buy |
2,405
+8
| +0.3% | +$1.16K | 0.13% | 90 |
|
|
2023
Q2 | $349K | Sell |
2,397
-132
| -5% | -$19.2K | 0.13% | 92 |
|
|
2023
Q1 | $330K | Sell |
2,529
-742
| -23% | -$96.7K | 0.13% | 95 |
|
|
2022
Q4 | $439K | Sell |
3,271
-101
| -3% | -$13.5K | 0.18% | 80 |
|
|
2022
Q3 | $380K | Hold |
3,372
| – | – | 0.18% | 76 |
|
|
2022
Q2 | $380K | Sell |
3,372
-27
| -0.8% | -$3.04K | 0.16% | 90 |
|
|
2022
Q1 | $463K | Buy |
3,399
+191
| +6% | +$26K | 0.17% | 92 |
|
|
2021
Q4 | $508K | Buy |
3,208
+863
| +37% | +$137K | 0.2% | 72 |
|
|
2021
Q3 | $384K | Sell |
2,345
-10
| -0.4% | -$1.64K | 0.17% | 72 |
|
|
2021
Q2 | $366K | Buy |
2,355
+384
| +19% | +$59.7K | 0.16% | 84 |
|
|
2021
Q1 | $300K | Sell |
1,971
-86
| -4% | -$13.1K | 0.14% | 85 |
|
|
2020
Q4 | $261K | Buy |
2,057
+210
| +11% | +$26.6K | 0.13% | 87 |
|
|
2020
Q3 | $178K | Sell |
1,847
-2,188
| -54% | -$211K | 0.11% | 91 |
|
|
2020
Q2 | $380K | Sell |
4,035
-82
| -2% | -$7.72K | 0.25% | 60 |
|
|
2020
Q1 | $371K | Buy |
4,117
+522
| +15% | +$47K | 0.3% | 51 |
|
|
2019
Q4 | $501K | Buy |
+3,595
| New | +$501K | 0.32% | 52 |
|