Aurora Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $997K | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $869K | Sell |
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|
2023
Q2 | $945K | Sell |
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|
2023
Q1 | $863K | Buy |
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|
2022
Q4 | $786K | Sell |
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|
2022
Q3 | $721K | Buy |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $807K | Buy |
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|
2021
Q4 | $895K | Buy |
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|
2021
Q3 | $906K | Buy |
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|
2021
Q2 | $809K | Buy |
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|
2021
Q1 | $787K | Sell |
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|
2020
Q4 | $795K | Buy |
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|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | $577K | Sell |
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|
2020
Q1 | $910K | Buy |
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|
2019
Q4 | $832K | Buy |
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