Aviance 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 | $23.9M | Sell |
82,412
-488
| -0.6% | -$141K | 3.12% | 6 |
|
|
2025
Q1 | $20.3M | Buy |
82,900
+235
| +0.3% | +$57.6K | 2.86% | 5 |
|
|
2024
Q4 | $19.8M | Sell |
82,665
-825
| -1% | -$198K | 2.74% | 6 |
|
|
2024
Q3 | $17.6M | Sell |
83,490
-624
| -0.7% | -$132K | 2.32% | 7 |
|
|
2024
Q2 | $17M | Buy |
84,114
+949
| +1% | +$192K | 2.42% | 7 |
|
|
2024
Q1 | $16.7M | Buy |
83,165
+34,254
| +70% | +$6.86M | 2.48% | 6 |
|
|
2023
Q4 | $8.32M | Sell |
48,911
-1,564
| -3% | -$266K | 1.78% | 6 |
|
|
2023
Q3 | $7.32M | Sell |
50,475
-1,447
| -3% | -$210K | 1.65% | 7 |
|
|
2023
Q2 | $7.55M | Buy |
51,922
+474
| +0.9% | +$68.9K | 1.6% | 6 |
|
|
2023
Q1 | $6.7M | Buy |
51,448
+1,242
| +2% | +$162K | 1.49% | 8 |
|
|
2022
Q4 | $6.73M | Buy |
50,206
+859
| +2% | +$115K | 1.57% | 6 |
|
|
2022
Q3 | $5.16M | Sell |
49,347
-834
| -2% | -$87.2K | 1.28% | 13 |
|
|
2022
Q2 | $5.65M | Buy |
50,181
+1,885
| +4% | +$212K | 1.26% | 12 |
|
|
2022
Q1 | $6.58M | Buy |
48,296
+1,126
| +2% | +$154K | 1.21% | 12 |
|
|
2021
Q4 | $7.47M | Buy |
47,170
+615
| +1% | +$97.4K | 1.24% | 14 |
|
|
2021
Q3 | $7.62M | Buy |
46,555
+971
| +2% | +$159K | 1.35% | 12 |
|
|
2021
Q2 | $7.09M | Buy |
45,584
+1,695
| +4% | +$264K | 1.24% | 14 |
|
|
2021
Q1 | $6.68M | Sell |
43,889
-811
| -2% | -$123K | 1.29% | 12 |
|
|
2020
Q4 | $5.68M | Buy |
44,700
+1,651
| +4% | +$210K | 1.15% | 15 |
|
|
2020
Q3 | $4.14M | Sell |
43,049
-1,642
| -4% | -$158K | 0.93% | 24 |
|
|
2020
Q2 | $4.2M | Buy |
44,691
+5,166
| +13% | +$486K | 1.04% | 15 |
|
|
2020
Q1 | $3.56M | Buy |
39,525
+104
| +0.3% | +$9.36K | 1.12% | 15 |
|
|
2019
Q4 | $5.5M | Buy |
39,421
+316
| +0.8% | +$44K | 1.4% | 10 |
|
|
2019
Q3 | $4.6M | Buy |
39,105
+3,186
| +9% | +$375K | 1.35% | 8 |
|
|
2019
Q2 | $4.02M | Buy |
35,919
+619
| +2% | +$69.2K | 1.11% | 12 |
|
|
2019
Q1 | $3.57M | Buy |
35,300
+2,214
| +7% | +$224K | 1.02% | 14 |
|
|
2018
Q4 | $3.23M | Sell |
33,086
-3,319
| -9% | -$324K | 1.13% | 14 |
|
|
2018
Q3 | $4.11M | Sell |
36,405
-1,650
| -4% | -$186K | 0.99% | 13 |
|
|
2018
Q2 | $2.97M | Sell |
38,055
-3,264
| -8% | -$254K | 0.86% | 17 |
|
|
2018
Q1 | $4.54M | Buy |
41,319
+323
| +0.8% | +$35.5K | 1.37% | 11 |
|
|
2017
Q4 | $4.38M | Buy |
40,996
+304
| +0.7% | +$32.5K | 1.45% | 7 |
|
|
2017
Q3 | $3.89M | Sell |
40,692
-1,603
| -4% | -$153K | 1.31% | 10 |
|
|
2017
Q2 | $3.87M | Buy |
42,295
+355
| +0.8% | +$32.4K | 1.24% | 12 |
|
|
2017
Q1 | $3.68M | Sell |
41,940
-2,349
| -5% | -$206K | 1.35% | 11 |
|
|
2016
Q4 | $3.82M | Sell |
44,289
-2,917
| -6% | -$252K | 1.35% | 12 |
|
|
2016
Q3 | $3.14M | Sell |
47,206
-1,342
| -3% | -$89.4K | 1.11% | 16 |
|
|
2016
Q2 | $3.02M | Sell |
48,548
-1,508
| -3% | -$93.7K | 1.11% | 17 |
|
|
2016
Q1 | $2.96M | Sell |
50,056
-6,829
| -12% | -$404K | 1.03% | 15 |
|
|
2015
Q4 | $3.76M | Buy |
56,885
+5,093
| +10% | +$336K | 1.29% | 8 |
|
|
2015
Q3 | $3.36M | Sell |
51,792
-162
| -0.3% | -$10.5K | 1.38% | 9 |
|
|
2015
Q2 | $3.52M | Buy |
51,954
+6,207
| +14% | +$421K | 1.32% | 10 |
|
|
2015
Q1 | $2.77M | Buy |
45,747
+7,256
| +19% | +$440K | 1.02% | 18 |
|
|
2014
Q4 | $2.41M | Sell |
38,491
-1,292
| -3% | -$80.9K | 0.9% | 24 |
|
|
2014
Q3 | $2.4M | Sell |
39,783
-5,388
| -12% | -$325K | 0.91% | 21 |
|
|
2014
Q2 | $2.6M | Sell |
45,171
-3,791
| -8% | -$218K | 1.02% | 17 |
|
|
2014
Q1 | $2.97M | Sell |
48,962
-30,017
| -38% | -$1.82M | 1.25% | 12 |
|
|
2013
Q4 | $4.62M | Sell |
78,979
-4,161
| -5% | -$243K | 1.95% | 7 |
|
|
2013
Q3 | $4.3M | Buy |
83,140
+37,568
| +82% | +$1.94M | 2.01% | 7 |
|
|
2013
Q2 | $2.41M | Buy |
+45,572
| New | +$2.41M | 1.3% | 15 |
|