AGAM
Audent Global Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
11,159
-54
| -0.5% | -$15.7K | 2.31% | 17 |
|
|
2025
Q1 | $2.75M | Sell |
11,213
-1,043
| -9% | -$256K | 2.27% | 17 |
|
|
2024
Q4 | $2.94M | Buy |
12,256
+5,869
| +92% | +$1.41M | 1.91% | 19 |
|
|
2024
Q3 | $1.35M | Sell |
6,387
-5,579
| -47% | -$1.18M | 2.3% | 16 |
|
|
2024
Q2 | $2.42M | Sell |
11,966
-719
| -6% | -$145K | 2.52% | 16 |
|
|
2024
Q1 | $2.54M | Buy |
12,685
+190
| +2% | +$38.1K | 2.6% | 15 |
|
|
2023
Q4 | $2.13M | Buy |
12,495
+903
| +8% | +$154K | 2.51% | 16 |
|
|
2023
Q3 | $1.68M | Sell |
11,592
-2,301
| -17% | -$334K | 1.21% | 20 |
|
|
2023
Q2 | $2.02M | Buy |
13,893
+6,880
| +98% | +$1M | 1.69% | 16 |
|
|
2023
Q1 | $914K | Buy |
7,013
+385
| +6% | +$50.2K | 1.28% | 26 |
|
|
2022
Q4 | $889K | Sell |
6,628
-13,243
| -67% | -$1.78M | 1.52% | 19 |
|
|
2022
Q3 | $2.08M | Buy |
19,871
+105
| +0.5% | +$11K | 2.83% | 12 |
|
|
2022
Q2 | $2.23M | Sell |
19,766
-5,409
| -21% | -$609K | 1.54% | 16 |
|
|
2022
Q1 | $3.43M | Sell |
25,175
-4,929
| -16% | -$672K | 1.88% | 18 |
|
|
2021
Q4 | $4.77M | Buy |
+30,104
| New | +$4.77M | 1.99% | 18 |
|