Autumn Glory 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 | $2.79M | Buy |
9,613
+172
| +2% | +$49.9K | 1.3% | 17 |
|
|
2025
Q1 | $2.32M | Hold |
9,441
| – | – | 1.15% | 22 |
|
|
2024
Q4 | $2.26M | Sell |
9,441
-3,015
| -24% | -$723K | 1.11% | 23 |
|
|
2024
Q3 | $2.63M | Buy |
12,456
+2,284
| +22% | +$482K | 1.01% | 28 |
|
|
2024
Q2 | $2.06M | Sell |
10,172
-115
| -1% | -$23.3K | 1.05% | 31 |
|
|
2024
Q1 | $2.06M | Hold |
10,287
| – | – | 1.01% | 30 |
|
|
2023
Q4 | $1.73M | Sell |
10,287
-1,967
| -16% | -$331K | 0.99% | 31 |
|
|
2023
Q3 | $1.78M | Buy |
12,254
+196
| +2% | +$28.4K | 1.09% | 32 |
|
|
2023
Q2 | $1.75M | Buy |
12,058
+3,125
| +35% | +$454K | 1.28% | 26 |
|
|
2023
Q1 | $1.16M | Sell |
8,933
-6,530
| -42% | -$851K | 1% | 29 |
|
|
2022
Q4 | $2.07M | Buy |
15,463
+4,982
| +48% | +$668K | 1.11% | 29 |
|
|
2022
Q3 | $1.1M | Sell |
10,481
-1,632
| -13% | -$171K | 0.74% | 45 |
|
|
2022
Q2 | $1.36M | Buy |
12,113
+2,827
| +30% | +$318K | 1.01% | 27 |
|
|
2022
Q1 | $1.27M | Sell |
9,286
-8,986
| -49% | -$1.23M | 0.73% | 48 |
|
|
2021
Q4 | $2.89M | Buy |
+18,272
| New | +$2.89M | 1.21% | 21 |
|