Avestar Capital’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 | $9.37M | Buy |
32,323
+2,807
| +10% | +$814K | 0.64% | 29 |
|
|
2025
Q1 | $7.24M | Buy |
29,516
+2,065
| +8% | +$507K | 0.63% | 25 |
|
|
2024
Q4 | $6.58M | Buy |
27,451
+2,030
| +8% | +$487K | 0.56% | 32 |
|
|
2024
Q3 | $5.36M | Buy |
25,421
+1,265
| +5% | +$267K | 0.55% | 41 |
|
|
2024
Q2 | $4.89M | Buy |
24,156
+4,023
| +20% | +$814K | 0.5% | 45 |
|
|
2024
Q1 | $4.03M | Buy |
20,133
+4,053
| +25% | +$812K | 0.42% | 45 |
|
|
2023
Q4 | $2.74M | Buy |
16,080
+2,758
| +21% | +$469K | 0.31% | 48 |
|
|
2023
Q3 | $1.93M | Buy |
13,322
+1,291
| +11% | +$187K | 0.27% | 59 |
|
|
2023
Q2 | $1.75M | Buy |
12,031
+1,077
| +10% | +$157K | 0.28% | 48 |
|
|
2023
Q1 | $1.43M | Sell |
10,954
-747
| -6% | -$97.3K | 0.25% | 51 |
|
|
2022
Q4 | $1.57M | Sell |
11,701
-301
| -3% | -$40.4K | 0.28% | 53 |
|
|
2022
Q3 | $1.25M | Buy |
12,002
+1,204
| +11% | +$126K | 0.32% | 48 |
|
|
2022
Q2 | $1.22M | Sell |
10,798
-223
| -2% | -$25.1K | 0.3% | 47 |
|
|
2022
Q1 | $1.5M | Buy |
11,021
+626
| +6% | +$85.3K | 0.24% | 67 |
|
|
2021
Q4 | $1.65M | Buy |
10,395
+21
| +0.2% | +$3.33K | 0.2% | 67 |
|
|
2021
Q3 | $1.7M | Buy |
10,374
+620
| +6% | +$101K | 0.22% | 74 |
|
|
2021
Q2 | $1.52M | Sell |
9,754
-2,718
| -22% | -$423K | 0.2% | 90 |
|
|
2021
Q1 | $1.9M | Sell |
12,472
-576
| -4% | -$87.7K | 0.42% | 41 |
|
|
2020
Q4 | $1.66M | Buy |
13,048
+2,090
| +19% | +$266K | 0.46% | 37 |
|
|
2020
Q3 | $1.11M | Buy |
10,958
+1,825
| +20% | +$185K | 0.37% | 63 |
|
|
2020
Q2 | $859K | Buy |
9,133
+460
| +5% | +$43.3K | 0.38% | 70 |
|
|
2020
Q1 | $781K | Sell |
8,673
-1,658
| -16% | -$149K | 0.43% | 61 |
|
|
2019
Q4 | $1.44M | Sell |
10,331
-862
| -8% | -$120K | 0.81% | 25 |
|
|
2019
Q3 | $1.32M | Buy |
11,193
+7,080
| +172% | +$833K | 0.82% | 28 |
|
|
2019
Q2 | $438K | Sell |
4,113
-58
| -1% | -$6.18K | 0.28% | 67 |
|
|
2019
Q1 | $396K | Sell |
4,171
-309
| -7% | -$29.3K | 0.26% | 67 |
|
|
2018
Q4 | $414K | Sell |
4,480
-298
| -6% | -$27.5K | 0.28% | 63 |
|
|
2018
Q3 | $515K | Buy |
4,778
+437
| +10% | +$47.1K | 0.3% | 52 |
|
|
2018
Q2 | $430K | Buy |
4,341
+215
| +5% | +$21.3K | 0.27% | 63 |
|
|
2018
Q1 | $429K | Buy |
4,126
+287
| +7% | +$29.8K | 0.28% | 55 |
|
|
2017
Q4 | $389K | Buy |
+3,839
| New | +$389K | 0.29% | 49 |
|