Ausdal Financial Partners’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 | $6.95M | Buy |
23,965
+1,343
| +6% | +$389K | 0.46% | 46 |
|
|
2025
Q1 | $5.55M | Buy |
22,622
+5,125
| +29% | +$1.26M | 0.42% | 49 |
|
|
2024
Q4 | $4.19M | Buy |
17,497
+8,897
| +103% | +$2.13M | 0.36% | 63 |
|
|
2024
Q3 | $1.81M | Sell |
8,600
-201
| -2% | -$42.4K | 0.19% | 118 |
|
|
2024
Q2 | $1.78M | Sell |
8,801
-226
| -3% | -$45.7K | 0.19% | 116 |
|
|
2024
Q1 | $1.81M | Sell |
9,027
-608
| -6% | -$122K | 0.21% | 108 |
|
|
2023
Q4 | $1.64M | Buy |
9,635
+33
| +0.3% | +$5.61K | 0.2% | 113 |
|
|
2023
Q3 | $1.39M | Buy |
9,602
+108
| +1% | +$15.7K | 0.19% | 126 |
|
|
2023
Q2 | $1.38M | Sell |
9,494
-75
| -0.8% | -$10.9K | 0.19% | 127 |
|
|
2023
Q1 | $1.25M | Buy |
9,569
+317
| +3% | +$41.3K | 0.17% | 135 |
|
|
2022
Q4 | $1.24M | Buy |
9,252
+126
| +1% | +$16.9K | 0.18% | 132 |
|
|
2022
Q3 | $954K | Sell |
9,126
-7,509
| -45% | -$785K | 0.15% | 165 |
|
|
2022
Q2 | $1.87M | Sell |
16,635
-1,190
| -7% | -$134K | 0.28% | 101 |
|
|
2022
Q1 | $2.43M | Sell |
17,825
-1,939
| -10% | -$264K | 0.33% | 80 |
|
|
2021
Q4 | $3.13M | Buy |
19,764
+6,963
| +54% | +$1.1M | 0.42% | 62 |
|
|
2021
Q3 | $2.1M | Buy |
12,801
+747
| +6% | +$122K | 0.31% | 96 |
|
|
2021
Q2 | $1.88M | Sell |
12,054
-856
| -7% | -$133K | 0.28% | 104 |
|
|
2021
Q1 | $1.97M | Buy |
12,910
+1,756
| +16% | +$267K | 0.33% | 85 |
|
|
2020
Q4 | $1.42M | Buy |
11,154
+18
| +0.2% | +$2.29K | 0.28% | 107 |
|
|
2020
Q3 | $1.07M | Buy |
11,136
+365
| +3% | +$35.1K | 0.26% | 113 |
|
|
2020
Q2 | $1.01M | Sell |
10,771
-251
| -2% | -$23.6K | 0.34% | 82 |
|
|
2020
Q1 | $1.01M | Buy |
11,022
+187
| +2% | +$17.2K | 0.36% | 74 |
|
|
2019
Q4 | $1.45M | Buy |
10,835
+936
| +9% | +$126K | 0.43% | 64 |
|
|
2019
Q3 | $1.17M | Sell |
9,899
-709
| -7% | -$83.4K | 0.41% | 72 |
|
|
2019
Q2 | $1.23M | Buy |
10,608
+434
| +4% | +$50.2K | 0.47% | 58 |
|
|
2019
Q1 | $1.03M | Sell |
10,174
-307
| -3% | -$31.1K | 0.42% | 59 |
|
|
2018
Q4 | $1.02M | Sell |
10,481
-2,054
| -16% | -$200K | 0.5% | 52 |
|
|
2018
Q3 | $1.41M | Sell |
12,535
-1,381
| -10% | -$156K | 0.4% | 64 |
|
|
2018
Q2 | $1.45M | Buy |
13,916
+1,900
| +16% | +$198K | 0.45% | 55 |
|
|
2018
Q1 | $1.32M | Sell |
12,016
-426
| -3% | -$46.8K | 0.46% | 53 |
|
|
2017
Q4 | $1.33M | Buy |
12,442
+687
| +6% | +$73.5K | 0.48% | 51 |
|
|
2017
Q3 | $1.12M | Buy |
11,755
+1,033
| +10% | +$98.7K | 0.45% | 60 |
|
|
2017
Q2 | $980K | Buy |
10,722
+494
| +5% | +$45.2K | 0.42% | 64 |
|
|
2017
Q1 | $898K | Buy |
10,228
+1,130
| +12% | +$99.2K | 0.4% | 66 |
|
|
2016
Q4 | $785K | Buy |
9,098
+634
| +7% | +$54.7K | 0.37% | 72 |
|
|
2016
Q3 | $564K | Buy |
8,464
+146
| +2% | +$9.73K | 0.28% | 104 |
|
|
2016
Q2 | $517K | Sell |
8,318
-381
| -4% | -$23.7K | 0.27% | 97 |
|
|
2016
Q1 | $515K | Buy |
8,699
+236
| +3% | +$14K | 0.29% | 92 |
|
|
2015
Q4 | $559K | Buy |
+8,463
| New | +$559K | 0.28% | 82 |
|