Avalon Trust’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 | $1.15M | Sell |
3,963
-419
| -10% | -$121K | 0.08% | 66 |
|
|
2025
Q1 | $1.07M | Sell |
4,382
-104
| -2% | -$25.5K | 0.09% | 71 |
|
|
2024
Q4 | $1.08M | Buy |
4,486
+313
| +8% | +$75K | 0.08% | 73 |
|
|
2024
Q3 | $880K | Sell |
4,173
-215
| -5% | -$45.3K | 0.07% | 72 |
|
|
2024
Q2 | $888K | Sell |
4,388
-659
| -13% | -$133K | 0.07% | 71 |
|
|
2024
Q1 | $1.01M | Buy |
5,047
+634
| +14% | +$127K | 0.08% | 71 |
|
|
2023
Q4 | $751K | Buy |
4,413
+103
| +2% | +$17.5K | 0.07% | 69 |
|
|
2023
Q3 | $625K | Sell |
4,310
-300
| -7% | -$43.5K | 0.06% | 73 |
|
|
2023
Q2 | $670K | Buy |
4,610
+325
| +8% | +$47.3K | 0.06% | 75 |
|
|
2023
Q1 | $558K | Buy |
+4,285
| New | +$558K | 0.06% | 82 |
|