AAM
Aureus Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Sell |
18,440
-72
| -0.4% | -$20.9K | 0.34% | 49 |
|
|
2025
Q1 | $4.54M | Sell |
18,512
-143
| -0.8% | -$35.1K | 0.32% | 55 |
|
|
2024
Q4 | $4.47M | Buy |
18,655
+1,350
| +8% | +$324K | 0.29% | 53 |
|
|
2024
Q3 | $3.65M | Buy |
17,305
+89
| +0.5% | +$18.8K | 0.24% | 61 |
|
|
2024
Q2 | $3.48M | Sell |
17,216
-1,560
| -8% | -$316K | 0.24% | 61 |
|
|
2024
Q1 | $3.76M | Sell |
18,776
-501
| -3% | -$100K | 0.26% | 61 |
|
|
2023
Q4 | $3.28M | Buy |
19,277
+922
| +5% | +$157K | 0.24% | 60 |
|
|
2023
Q3 | $2.66M | Buy |
18,355
+1,009
| +6% | +$146K | 0.21% | 62 |
|
|
2023
Q2 | $2.52M | Sell |
17,346
-17,449
| -50% | -$2.54M | 0.19% | 67 |
|
|
2023
Q1 | $4.53M | Buy |
34,795
+798
| +2% | +$104K | 0.36% | 50 |
|
|
2022
Q4 | $4.56M | Sell |
33,997
-1,167
| -3% | -$156K | 0.39% | 45 |
|
|
2022
Q3 | $3.68M | Buy |
35,164
+6,746
| +24% | +$705K | 0.32% | 50 |
|
|
2022
Q2 | $3.2M | Sell |
28,418
-3,058
| -10% | -$344K | 0.26% | 53 |
|
|
2022
Q1 | $4.29M | Sell |
31,476
-214
| -0.7% | -$29.2K | 0.29% | 45 |
|
|
2021
Q4 | $5.02M | Buy |
31,690
+614
| +2% | +$97.2K | 0.31% | 43 |
|
|
2021
Q3 | $5.09M | Sell |
31,076
-2,160
| -6% | -$354K | 0.33% | 42 |
|
|
2021
Q2 | $5.17M | Buy |
33,236
+4,581
| +16% | +$713K | 0.33% | 45 |
|
|
2021
Q1 | $4.36M | Buy |
28,655
+1,128
| +4% | +$172K | 0.34% | 43 |
|
|
2020
Q4 | $3.5M | Buy |
27,527
+848
| +3% | +$108K | 0.29% | 43 |
|
|
2020
Q3 | $2.57M | Sell |
26,679
-31
| -0.1% | -$2.98K | 0.24% | 46 |
|
|
2020
Q2 | $2.51M | Buy |
26,710
+1,319
| +5% | +$124K | 0.27% | 44 |
|
|
2020
Q1 | $2.29M | Sell |
25,391
-454
| -2% | -$40.9K | 0.32% | 44 |
|
|
2019
Q4 | $3.6M | Sell |
25,845
-449
| -2% | -$62.6K | 0.4% | 41 |
|
|
2019
Q3 | $3.1M | Sell |
26,294
-640
| -2% | -$75.3K | 0.39% | 42 |
|
|
2019
Q2 | $3.01M | Sell |
26,934
-5,257
| -16% | -$588K | 0.37% | 45 |
|
|
2019
Q1 | $3.26M | Buy |
32,191
+35
| +0.1% | +$3.54K | 0.43% | 41 |
|
|
2018
Q4 | $3.14M | Buy |
32,156
+264
| +0.8% | +$25.8K | 0.49% | 42 |
|
|
2018
Q3 | $3.6M | Sell |
31,892
-820
| -3% | -$92.5K | 0.46% | 42 |
|
|
2018
Q2 | $3.41M | Buy |
32,712
+2,461
| +8% | +$256K | 0.47% | 42 |
|
|
2018
Q1 | $3.33M | Buy |
30,251
+101
| +0.3% | +$11.1K | 0.5% | 43 |
|
|
2017
Q4 | $3.22M | Buy |
30,150
+1,397
| +5% | +$149K | 0.5% | 42 |
|
|
2017
Q3 | $2.75M | Buy |
28,753
+6,840
| +31% | +$653K | 0.43% | 44 |
|
|
2017
Q2 | $2M | Sell |
21,913
-1,995
| -8% | -$182K | 0.34% | 48 |
|
|
2017
Q1 | $2.08M | Buy |
23,908
+2,344
| +11% | +$204K | 0.36% | 48 |
|
|
2016
Q4 | $1.86M | Sell |
21,564
-1,890
| -8% | -$163K | 0.36% | 46 |
|
|
2016
Q3 | $1.56M | Buy |
23,454
+1,359
| +6% | +$90.5K | 0.31% | 51 |
|
|
2016
Q2 | $1.37M | Buy |
22,095
+5,215
| +31% | +$324K | 0.3% | 53 |
|
|
2016
Q1 | $1M | Sell |
16,880
-6,117
| -27% | -$362K | 0.22% | 55 |
|
|
2015
Q4 | $1.52M | Buy |
22,997
+317
| +1% | +$20.9K | 0.34% | 48 |
|
|
2015
Q3 | $1.38M | Buy |
22,680
+259
| +1% | +$15.8K | 0.34% | 48 |
|
|
2015
Q2 | $1.52M | Buy |
22,421
+1,531
| +7% | +$104K | 0.32% | 55 |
|
|
2015
Q1 | $1.27M | Sell |
20,890
-993
| -5% | -$60.2K | 0.29% | 60 |
|
|
2014
Q4 | $1.37M | Buy |
21,883
+88
| +0.4% | +$5.51K | 0.33% | 54 |
|
|
2014
Q3 | $1.31M | Sell |
21,795
-7,250
| -25% | -$437K | 0.33% | 51 |
|
|
2014
Q2 | $1.67M | Sell |
29,045
-4,290
| -13% | -$247K | 0.42% | 50 |
|
|
2014
Q1 | $2.02M | Buy |
33,335
+2,615
| +9% | +$159K | 0.52% | 50 |
|
|
2013
Q4 | $1.8M | Sell |
30,720
-5,270
| -15% | -$308K | 0.49% | 51 |
|
|
2013
Q3 | $1.86M | Sell |
35,990
-10,772
| -23% | -$557K | 0.64% | 49 |
|
|
2013
Q2 | $2.47M | Buy |
+46,762
| New | +$2.47M | 0.88% | 47 |
|