AWE
Avidian Wealth Enterprises’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
19,826
-147
| -0.7% | -$42.6K | 0.23% | 71 |
|
|
2025
Q1 | $4.9M | Buy |
19,973
+54
| +0.3% | +$13.2K | 0.22% | 69 |
|
|
2024
Q4 | $4.77M | Buy |
19,919
+228
| +1% | +$54.7K | 0.21% | 70 |
|
|
2024
Q3 | $4.15M | Sell |
19,691
-33
| -0.2% | -$6.96K | 0.19% | 78 |
|
|
2024
Q2 | $3.99M | Buy |
19,724
+2,640
| +15% | +$534K | 0.17% | 78 |
|
|
2024
Q1 | $3.42M | Buy |
17,084
+4,909
| +40% | +$983K | 0.17% | 74 |
|
|
2023
Q4 | $2.07M | Sell |
12,175
-346
| -3% | -$58.9K | 0.13% | 102 |
|
|
2023
Q3 | $1.82M | Sell |
12,521
-15
| -0.1% | -$2.18K | 0.13% | 103 |
|
|
2023
Q2 | $1.82M | Sell |
12,536
-17,719
| -59% | -$2.58M | 0.12% | 115 |
|
|
2023
Q1 | $3.94M | Buy |
30,255
+1,843
| +6% | +$240K | 0.22% | 92 |
|
|
2022
Q4 | $3.81M | Buy |
28,412
+7,594
| +36% | +$1.02M | 0.25% | 82 |
|
|
2022
Q3 | $2.18M | Sell |
20,818
-1,415
| -6% | -$148K | 0.16% | 92 |
|
|
2022
Q2 | $2.5M | Sell |
22,233
-2,848
| -11% | -$321K | 0.18% | 93 |
|
|
2022
Q1 | $3.42M | Sell |
25,081
-2,845
| -10% | -$388K | 0.21% | 84 |
|
|
2021
Q4 | $4.42M | Buy |
27,926
+4,837
| +21% | +$766K | 0.28% | 68 |
|
|
2021
Q3 | $3.78M | Buy |
23,089
+1,856
| +9% | +$304K | 0.29% | 59 |
|
|
2021
Q2 | $3.3M | Sell |
21,233
-16
| -0.1% | -$2.49K | 0.25% | 66 |
|
|
2021
Q1 | $3.24M | Sell |
21,249
-295
| -1% | -$44.9K | 0.28% | 61 |
|
|
2020
Q4 | $2.74M | Buy |
21,544
+684
| +3% | +$86.9K | 0.26% | 60 |
|
|
2020
Q3 | $2.01M | Buy |
20,860
+2,900
| +16% | +$279K | 0.23% | 69 |
|
|
2020
Q2 | $1.69M | Buy |
17,960
+1,655
| +10% | +$156K | 0.23% | 67 |
|
|
2020
Q1 | $1.47M | Buy |
16,305
+6,994
| +75% | +$630K | 0.24% | 55 |
|
|
2019
Q4 | $1.3M | Buy |
9,311
+2,119
| +29% | +$295K | 0.18% | 55 |
|
|
2019
Q3 | $846K | Buy |
7,192
+2,206
| +44% | +$259K | 0.14% | 65 |
|
|
2019
Q2 | $557K | Buy |
4,986
+8
| +0.2% | +$894 | 0.13% | 64 |
|
|
2019
Q1 | $504K | Buy |
4,978
+9
| +0.2% | +$911 | 0.11% | 63 |
|
|
2018
Q4 | $485K | Buy |
4,969
+1,057
| +27% | +$103K | 0.17% | 46 |
|
|
2018
Q3 | $441K | Sell |
3,912
-1,762
| -31% | -$199K | 0.14% | 61 |
|
|
2018
Q2 | $591K | Sell |
5,674
-1,300
| -19% | -$135K | 0.19% | 47 |
|
|
2018
Q1 | $767K | Buy |
6,974
+31
| +0.4% | +$3.41K | 0.26% | 34 |
|
|
2017
Q4 | $742 | Sell |
6,943
-30
| -0.4% | -$3 | 0.2% | 37 |
|
|
2017
Q3 | $666K | Buy |
6,973
+10
| +0.1% | +$955 | 0.25% | 34 |
|
|
2017
Q2 | $636K | Buy |
6,963
+354
| +5% | +$32.3K | 0.26% | 28 |
|
|
2017
Q1 | $581K | Buy |
6,609
+1,295
| +24% | +$114K | 0.22% | 32 |
|
|
2016
Q4 | $459K | Buy |
5,314
+976
| +22% | +$84.3K | 0.2% | 38 |
|
|
2016
Q3 | $289K | Buy |
+4,338
| New | +$289K | 0.12% | 56 |
|
|
2015
Q1 | – | Sell |
-858
| Closed | -$367K | – | 43 |
|
|
2014
Q4 | $367K | Buy |
+858
| New | +$367K | 0.15% | 22 |
|