Avaii Wealth Management’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 | $7.46M | Buy |
25,739
+5,931
| +30% | +$1.72M | 3.32% | 10 |
|
|
2025
Q1 | $4.86M | Buy |
19,808
+14,951
| +308% | +$3.67M | 2.59% | 12 |
|
|
2024
Q4 | $1.16M | Sell |
4,857
-179
| -4% | -$42.9K | 0.57% | 26 |
|
|
2024
Q3 | $1.06M | Sell |
5,036
-546
| -10% | -$115K | 0.54% | 26 |
|
|
2024
Q2 | $1.13M | Sell |
5,582
-65
| -1% | -$13.1K | 0.63% | 27 |
|
|
2024
Q1 | $1.13M | Buy |
5,647
+157
| +3% | +$31.4K | 0.66% | 28 |
|
|
2023
Q4 | $934K | Sell |
5,490
-183
| -3% | -$31.1K | 0.61% | 37 |
|
|
2023
Q3 | $823K | Sell |
5,673
-152
| -3% | -$22K | 0.62% | 37 |
|
|
2023
Q2 | $847K | Buy |
5,825
+83
| +1% | +$12.1K | 0.65% | 36 |
|
|
2023
Q1 | $748K | Buy |
5,742
+368
| +7% | +$48K | 0.65% | 37 |
|
|
2022
Q4 | $721K | Buy |
5,374
+205
| +4% | +$27.5K | 0.64% | 31 |
|
|
2022
Q3 | $540K | Buy |
5,169
+34
| +0.7% | +$3.55K | 0.56% | 41 |
|
|
2022
Q2 | $579K | Sell |
5,135
-17
| -0.3% | -$1.92K | 0.62% | 27 |
|
|
2022
Q1 | $702K | Buy |
5,152
+1,333
| +35% | +$182K | 0.65% | 25 |
|
|
2021
Q4 | $605K | Buy |
+3,819
| New | +$605K | 0.61% | 31 |
|