AP
Atwood & Palmer’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
9,043
+94
| +1% | +$27.3K | 0.16% | 60 |
|
|
2025
Q1 | $2.2M | Buy |
8,949
+1,748
| +24% | +$429K | 0.15% | 63 |
|
|
2024
Q4 | $1.73M | Buy |
7,201
+81
| +1% | +$19.4K | 0.12% | 68 |
|
|
2024
Q3 | $1.5M | Hold |
7,120
| – | – | 0.1% | 71 |
|
|
2024
Q2 | $1.44M | Sell |
7,120
-252
| -3% | -$51K | 0.11% | 69 |
|
|
2024
Q1 | $1.48M | Buy |
7,372
+127
| +2% | +$25.4K | 0.11% | 68 |
|
|
2023
Q4 | $1.23M | Sell |
7,245
-200
| -3% | -$34K | 0.1% | 70 |
|
|
2023
Q3 | $1.08M | Sell |
7,445
-500
| -6% | -$72.5K | 0.09% | 73 |
|
|
2023
Q2 | $1.16M | Buy |
7,945
+450
| +6% | +$65.4K | 0.1% | 80 |
|
|
2023
Q1 | $977K | Hold |
7,495
| – | – | 0.09% | 81 |
|
|
2022
Q4 | $1.01M | Buy |
7,495
+1
| +0% | +$134 | 0.09% | 86 |
|
|
2022
Q3 | $783K | Sell |
7,494
-89
| -1% | -$9.3K | 0.08% | 92 |
|
|
2022
Q2 | $854K | Sell |
7,583
-178
| -2% | -$20K | 0.08% | 86 |
|
|
2022
Q1 | $1.06M | Sell |
7,761
-250
| -3% | -$34.1K | 0.09% | 79 |
|
|
2021
Q4 | $1.27M | Buy |
8,011
+62
| +0.8% | +$9.82K | 0.11% | 78 |
|
|
2021
Q3 | $1.3M | Buy |
7,949
+100
| +1% | +$16.4K | 0.12% | 73 |
|
|
2021
Q2 | $1.22M | Sell |
7,849
-300
| -4% | -$46.7K | 0.11% | 76 |
|
|
2021
Q1 | $1.24M | Buy |
8,149
+36
| +0.4% | +$5.48K | 0.12% | 72 |
|
|
2020
Q4 | $1.03M | Buy |
8,113
+100
| +1% | +$12.7K | 0.11% | 73 |
|
|
2020
Q3 | $771K | Hold |
8,013
| – | – | 0.1% | 78 |
|
|
2020
Q2 | $754K | Hold |
8,013
| – | – | 0.1% | 75 |
|
|
2020
Q1 | $721K | Buy |
8,013
+175
| +2% | +$15.7K | 0.11% | 74 |
|
|
2019
Q4 | $1.09M | Hold |
7,838
| – | – | 0.14% | 63 |
|
|
2019
Q3 | $922K | Sell |
7,838
-1,450
| -16% | -$171K | 0.12% | 69 |
|
|
2019
Q2 | $1.04M | Sell |
9,288
-1,793
| -16% | -$200K | 0.14% | 68 |
|
|
2019
Q1 | $1.12M | Hold |
11,081
| – | – | 0.16% | 62 |
|
|
2018
Q4 | $1.08M | Sell |
11,081
-4
| -0% | -$391 | 0.17% | 62 |
|
|
2018
Q3 | $1.25M | Sell |
11,085
-1,405
| -11% | -$159K | 0.16% | 65 |
|
|
2018
Q2 | $1.3M | Buy |
12,490
+1,543
| +14% | +$161K | 0.18% | 61 |
|
|
2018
Q1 | $1.2M | Hold |
10,947
| – | – | 0.17% | 62 |
|
|
2017
Q4 | $1.17M | Hold |
10,947
| – | – | 0.16% | 65 |
|
|
2017
Q3 | $1.05M | Buy |
10,947
+756
| +7% | +$72.2K | 0.15% | 66 |
|
|
2017
Q2 | $931K | Buy |
10,191
+3,125
| +44% | +$285K | 0.15% | 65 |
|
|
2017
Q1 | $621K | Buy |
7,066
+1,000
| +16% | +$87.9K | 0.1% | 74 |
|
|
2016
Q4 | $523K | Hold |
6,066
| – | – | 0.09% | 74 |
|
|
2016
Q3 | $404K | Buy |
6,066
+54
| +0.9% | +$3.6K | 0.07% | 79 |
|
|
2016
Q2 | $374K | Hold |
6,012
| – | – | 0.07% | 85 |
|
|
2016
Q1 | $356K | Sell |
6,012
-299
| -5% | -$17.7K | 0.06% | 88 |
|
|
2015
Q4 | $417K | Hold |
6,311
| – | – | 0.08% | 95 |
|
|
2015
Q3 | $385K | Hold |
6,311
| – | – | 0.08% | 96 |
|
|
2015
Q2 | $428K | Hold |
6,311
| – | – | 0.08% | 100 |
|
|
2015
Q1 | $382K | Sell |
6,311
-239
| -4% | -$14.5K | 0.07% | 102 |
|
|
2014
Q4 | $410K | Buy |
6,550
+63
| +1% | +$3.94K | 0.08% | 98 |
|
|
2014
Q3 | $391K | Buy |
6,487
+6,012
| +1,266% | +$362K | 0.07% | 99 |
|
|
2014
Q2 | $27K | Sell |
475
-6,197
| -93% | -$352K | 0.01% | 218 |
|
|
2014
Q1 | $405K | Buy |
6,672
+301
| +5% | +$18.3K | 0.09% | 89 |
|
|
2013
Q4 | $373K | Buy |
6,371
+217
| +4% | +$12.7K | 0.09% | 86 |
|
|
2013
Q3 | $318K | Hold |
6,154
| – | – | 0.09% | 88 |
|
|
2013
Q2 | $325K | Buy |
+6,154
| New | +$325K | 0.09% | 84 |
|