Aveo Capital Partners’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
Q2 | – | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $876K | Buy |
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|
2023
Q3 | $661K | Buy |
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|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $761K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $503K | Sell |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $488K | Sell |
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|
2021
Q1 | $483K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $430K | Buy |
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|
2019
Q3 | $395K | Sell |
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|
2019
Q2 | $366K | Sell |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $284K | Sell |
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|
2018
Q3 | $316K | Sell |
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|
2018
Q2 | $411K | Buy |
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|
2018
Q1 | $424K | Buy |
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|
2017
Q4 | $331K | Buy |
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|
2017
Q3 | $273K | Sell |
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|
2017
Q2 | $278K | Sell |
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|
2017
Q1 | $270K | Sell |
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|
2016
Q4 | $519K | Buy |
|