Avion Wealth’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 | $297K | Sell |
1,027
-283
| -22% | -$81.8K | 0.07% | 69 |
|
|
2025
Q1 | $313K | Hold |
1,310
| – | – | 0.08% | 64 |
|
|
2024
Q4 | $313K | Buy |
1,310
+624
| +91% | +$149K | 0.08% | 64 |
|
|
2024
Q3 | $144K | Buy |
686
+414
| +152% | +$86.9K | 0.04% | 97 |
|
|
2024
Q2 | $54K | Sell |
272
-1,004
| -79% | -$199K | 0.01% | 157 |
|
|
2024
Q1 | $256K | Buy |
1,276
+90
| +8% | +$18.1K | 0.07% | 67 |
|
|
2023
Q4 | $202K | Sell |
1,186
-1,602
| -57% | -$273K | 0.06% | 73 |
|
|
2023
Q3 | $404K | Sell |
2,788
-227
| -8% | -$32.9K | 0.12% | 47 |
|
|
2023
Q2 | $437K | Buy |
3,015
+252
| +9% | +$36.5K | 0.11% | 47 |
|
|
2023
Q1 | $370K | Buy |
2,763
+21
| +0.8% | +$2.81K | 0.1% | 48 |
|
|
2022
Q4 | $286K | Hold |
2,742
| – | – | 0.09% | 53 |
|
|
2022
Q3 | $287K | Sell |
2,742
-25
| -0.9% | -$2.62K | 0.09% | 52 |
|
|
2022
Q2 | $312K | Buy |
2,767
+51
| +2% | +$5.75K | 0.1% | 49 |
|
|
2022
Q1 | $370K | Hold |
2,716
| – | – | 0.11% | 45 |
|
|
2021
Q4 | $430K | Hold |
2,716
| – | – | 0.12% | 40 |
|
|
2021
Q3 | $445K | Hold |
2,716
| – | – | 0.14% | 33 |
|
|
2021
Q2 | $422K | Buy |
2,716
+4
| +0.1% | +$622 | 0.13% | 33 |
|
|
2021
Q1 | $413K | Sell |
2,712
-110
| -4% | -$16.8K | 0.14% | 30 |
|
|
2020
Q4 | $359K | Buy |
2,822
+8
| +0.3% | +$1.02K | 0.11% | 32 |
|
|
2020
Q3 | $271K | Buy |
2,814
+2,343
| +497% | +$226K | 0.09% | 36 |
|
|
2020
Q2 | $44K | Sell |
471
-100
| -18% | -$9.34K | 0.02% | 95 |
|
|
2020
Q1 | $51K | Buy |
+571
| New | +$51K | 0.02% | 82 |
|