Aveo Capital 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 | – | Sell |
-4,703
| Closed | -$1.17M | – | 89 |
|
|
2025
Q1 | $1.17M | Sell |
4,703
-2,307
| -33% | -$575K | 0.2% | 70 |
|
|
2024
Q4 | $1.68M | Buy |
7,010
+1,740
| +33% | +$417K | 0.18% | 99 |
|
|
2024
Q3 | $1.11M | Sell |
5,270
-424
| -7% | -$89.4K | 0.12% | 126 |
|
|
2024
Q2 | $1.15M | Sell |
5,694
-188
| -3% | -$38K | 0.13% | 119 |
|
|
2024
Q1 | $1.12M | Buy |
5,882
+731
| +14% | +$139K | 0.12% | 133 |
|
|
2023
Q4 | $876K | Buy |
5,151
+591
| +13% | +$101K | 0.11% | 139 |
|
|
2023
Q3 | $661K | Buy |
4,560
+85
| +2% | +$12.3K | 0.09% | 160 |
|
|
2023
Q2 | $651K | Buy |
4,475
+284
| +7% | +$41.3K | 0.08% | 168 |
|
|
2023
Q1 | $546K | Buy |
4,191
+189
| +5% | +$24.6K | 0.07% | 180 |
|
|
2022
Q4 | $537K | Sell |
4,002
-3,281
| -45% | -$440K | 0.08% | 179 |
|
|
2022
Q3 | $761K | Sell |
7,283
-2,500
| -26% | -$261K | 0.13% | 119 |
|
|
2022
Q2 | $1.1M | Buy |
9,783
+6,459
| +194% | +$728K | 0.18% | 108 |
|
|
2022
Q1 | $453K | Buy |
3,324
+146
| +5% | +$19.9K | 0.08% | 188 |
|
|
2021
Q4 | $503K | Sell |
3,178
-45
| -1% | -$7.12K | 0.09% | 173 |
|
|
2021
Q3 | $528K | Buy |
3,223
+84
| +3% | +$13.8K | 0.11% | 154 |
|
|
2021
Q2 | $488K | Sell |
3,139
-36
| -1% | -$5.6K | 0.11% | 166 |
|
|
2021
Q1 | $483K | Buy |
+3,175
| New | +$483K | 0.12% | 146 |
|
|
2020
Q4 | – | Sell |
-2,647
| Closed | -$255K | – | 125 |
|
|
2020
Q3 | $255K | Buy |
+2,647
| New | +$255K | 0.09% | 166 |
|
|
2020
Q2 | – | Sell |
-5,889
| Closed | -$530K | – | 104 |
|
|
2020
Q1 | $530K | Buy |
5,889
+2,806
| +91% | +$253K | 0.26% | 83 |
|
|
2019
Q4 | $430K | Buy |
3,083
+15
| +0.5% | +$2.09K | 0.17% | 115 |
|
|
2019
Q3 | $395K | Sell |
3,068
-66
| -2% | -$8.5K | 0.16% | 111 |
|
|
2019
Q2 | $366K | Sell |
3,134
-276
| -8% | -$32.2K | 0.16% | 112 |
|
|
2019
Q1 | $345K | Buy |
3,410
+503
| +17% | +$50.9K | 0.16% | 105 |
|
|
2018
Q4 | $284K | Sell |
2,907
-62
| -2% | -$6.06K | 0.14% | 98 |
|
|
2018
Q3 | $316K | Sell |
2,969
-978
| -25% | -$104K | 0.14% | 92 |
|
|
2018
Q2 | $411K | Buy |
3,947
+92
| +2% | +$9.58K | 0.18% | 84 |
|
|
2018
Q1 | $424K | Buy |
3,855
+763
| +25% | +$83.9K | 0.18% | 80 |
|
|
2017
Q4 | $331K | Buy |
3,092
+233
| +8% | +$24.9K | 0.11% | 91 |
|
|
2017
Q3 | $273K | Sell |
2,859
-179
| -6% | -$17.1K | 0.09% | 96 |
|
|
2017
Q2 | $278K | Sell |
3,038
-35
| -1% | -$3.2K | 0.1% | 94 |
|
|
2017
Q1 | $270K | Sell |
3,073
-2,939
| -49% | -$258K | 0.1% | 91 |
|
|
2016
Q4 | $519K | Buy |
+6,012
| New | +$519K | 0.15% | 101 |
|