Avaii Wealth Management’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
Q3 | $8.44M | Buy |
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|
2025
Q2 | $7.46M | Buy |
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|
2025
Q1 | $4.86M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $934K | Sell |
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|
2023
Q3 | $823K | Sell |
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|
2023
Q2 | $847K | Buy |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $702K | Buy |
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|
2021
Q4 | $605K | Buy |
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