Aurora Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
5,001
+99
| +2% | +$28.7K | 1.07% | 21 |
|
|
2025
Q1 | $1.2M | Sell |
4,902
-173
| -3% | -$42.4K | 0.96% | 27 |
|
|
2024
Q4 | $1.22M | Buy |
5,075
+137
| +3% | +$32.9K | 0.91% | 29 |
|
|
2024
Q3 | $1.04M | Buy |
4,938
+11
| +0.2% | +$2.32K | 0.82% | 31 |
|
|
2024
Q2 | $997K | Sell |
4,927
-956
| -16% | -$193K | 0.87% | 29 |
|
|
2024
Q1 | $1.17M | Sell |
5,883
-134
| -2% | -$26.7K | 1.01% | 26 |
|
|
2023
Q4 | $1.02M | Buy |
6,017
+22
| +0.4% | +$3.74K | 0.96% | 26 |
|
|
2023
Q3 | $869K | Sell |
5,995
-506
| -8% | -$73.3K | 0.96% | 28 |
|
|
2023
Q2 | $945K | Sell |
6,501
-120
| -2% | -$17.4K | 1.07% | 23 |
|
|
2023
Q1 | $863K | Buy |
6,621
+762
| +13% | +$99.3K | 0.92% | 30 |
|
|
2022
Q4 | $786K | Sell |
5,859
-1,043
| -15% | -$140K | 0.9% | 32 |
|
|
2022
Q3 | $721K | Buy |
6,902
+816
| +13% | +$85.2K | 0.33% | 50 |
|
|
2022
Q2 | $685K | Buy |
6,086
+169
| +3% | +$19K | 0.31% | 57 |
|
|
2022
Q1 | $807K | Buy |
5,917
+263
| +5% | +$35.9K | 0.33% | 57 |
|
|
2021
Q4 | $895K | Buy |
5,654
+122
| +2% | +$19.3K | 0.39% | 50 |
|
|
2021
Q3 | $906K | Buy |
5,532
+334
| +6% | +$54.7K | 0.37% | 58 |
|
|
2021
Q2 | $809K | Buy |
5,198
+26
| +0.5% | +$4.05K | 0.32% | 69 |
|
|
2021
Q1 | $787K | Sell |
5,172
-1,082
| -17% | -$165K | 0.33% | 66 |
|
|
2020
Q4 | $795K | Buy |
6,254
+84
| +1% | +$10.7K | 0.34% | 68 |
|
|
2020
Q3 | $594K | Buy |
6,170
+36
| +0.6% | +$3.47K | 0.25% | 75 |
|
|
2020
Q2 | $577K | Sell |
6,134
-3,971
| -39% | -$374K | 0.27% | 69 |
|
|
2020
Q1 | $910K | Buy |
10,105
+4,134
| +69% | +$372K | 0.32% | 69 |
|
|
2019
Q4 | $832K | Buy |
+5,971
| New | +$832K | 0.29% | 63 |
|