AWM
Avior Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
38,484
+329
| +0.9% | +$95.4K | 0.39% | 56 |
|
|
2025
Q1 | $9.36M | Sell |
38,155
-4,758
| -11% | -$1.17M | 0.36% | 59 |
|
|
2024
Q4 | $10.3M | Sell |
42,913
-5,602
| -12% | -$1.34M | 0.38% | 56 |
|
|
2024
Q3 | $10.2M | Sell |
48,515
-571
| -1% | -$120K | 0.41% | 53 |
|
|
2024
Q2 | $9.92M | Sell |
49,086
-1,896
| -4% | -$383K | 0.43% | 49 |
|
|
2024
Q1 | $10.2M | Buy |
50,982
+11,578
| +29% | +$2.32M | 0.47% | 41 |
|
|
2023
Q4 | $6.7M | Sell |
39,404
-199
| -0.5% | -$33.9K | 0.41% | 53 |
|
|
2023
Q3 | $5.74M | Sell |
39,603
-555
| -1% | -$80.5K | 0.39% | 55 |
|
|
2023
Q2 | $5.84M | Buy |
40,158
+610
| +2% | +$88.7K | 0.38% | 57 |
|
|
2023
Q1 | $5.15M | Buy |
39,548
+56
| +0.1% | +$7.3K | 0.35% | 61 |
|
|
2022
Q4 | $5.3M | Buy |
39,492
+2,017
| +5% | +$270K | 0.4% | 54 |
|
|
2022
Q3 | $3.92M | Buy |
37,475
+430
| +1% | +$44.9K | 0.32% | 61 |
|
|
2022
Q2 | $4.17M | Buy |
37,045
+683
| +2% | +$76.9K | 0.42% | 48 |
|
|
2022
Q1 | $4.96M | Buy |
36,362
+4,340
| +14% | +$592K | 0.43% | 51 |
|
|
2021
Q4 | $5.07M | Buy |
32,022
+1,061
| +3% | +$168K | 0.42% | 54 |
|
|
2021
Q3 | $5.07M | Sell |
30,961
-893
| -3% | -$146K | 0.42% | 50 |
|
|
2021
Q2 | $4.95M | Buy |
31,854
+355
| +1% | +$55.2K | 0.5% | 43 |
|
|
2021
Q1 | $4.79M | Sell |
31,499
-2,638
| -8% | -$401K | 0.51% | 41 |
|
|
2020
Q4 | $4.34M | Buy |
34,137
+4,089
| +14% | +$519K | 0.53% | 40 |
|
|
2020
Q3 | $2.89M | Sell |
30,048
-1,917
| -6% | -$185K | 0.41% | 55 |
|
|
2020
Q2 | $3.01M | Sell |
31,965
-465
| -1% | -$43.7K | 0.47% | 49 |
|
|
2020
Q1 | $2.92M | Buy |
32,430
+558
| +2% | +$50.2K | 0.58% | 40 |
|
|
2019
Q4 | $4.44M | Sell |
31,872
-19
| -0.1% | -$2.65K | 0.71% | 33 |
|
|
2019
Q3 | $3.75M | Sell |
31,891
-90
| -0.3% | -$10.6K | 0.66% | 39 |
|
|
2019
Q2 | $3.58M | Buy |
31,981
+1,412
| +5% | +$158K | 0.64% | 39 |
|
|
2019
Q1 | $3.08M | Buy |
30,569
+11
| +0% | +$1.11K | 0.65% | 39 |
|
|
2018
Q4 | $2.98M | Sell |
30,558
-1,320
| -4% | -$129K | 0.72% | 33 |
|
|
2018
Q3 | $3.57M | Buy |
31,878
+207
| +0.7% | +$23.2K | 0.76% | 32 |
|
|
2018
Q2 | $3.29M | Sell |
31,671
-1,262
| -4% | -$131K | 0.74% | 33 |
|
|
2018
Q1 | $3.6M | Sell |
32,933
-2,358
| -7% | -$258K | 0.83% | 30 |
|
|
2017
Q4 | $3.75M | Buy |
35,291
+12,083
| +52% | +$1.29M | 0.84% | 29 |
|
|
2017
Q3 | $2.17M | Buy |
23,208
+593
| +3% | +$55.4K | 0.71% | 39 |
|
|
2017
Q2 | $2.03M | Sell |
22,615
-934
| -4% | -$83.7K | 0.83% | 31 |
|
|
2017
Q1 | $2.03M | Buy |
23,549
+2,700
| +13% | +$233K | 0.68% | 39 |
|
|
2016
Q4 | $1.76M | Sell |
20,849
-101
| -0.5% | -$8.52K | 0.66% | 39 |
|
|
2016
Q3 | $1.4M | Buy |
20,950
+1,905
| +10% | +$127K | 0.55% | 59 |
|
|
2016
Q2 | $1.18M | Buy |
19,045
+222
| +1% | +$13.7K | 0.5% | 70 |
|
|
2016
Q1 | $1.12M | Buy |
18,823
+1,704
| +10% | +$101K | 0.49% | 71 |
|
|
2015
Q4 | $1.13M | Buy |
17,119
+1,021
| +6% | +$67.4K | 0.62% | 46 |
|
|
2015
Q3 | $982K | Buy |
16,098
+15,408
| +2,233% | +$940K | 0.58% | 51 |
|
|
2015
Q2 | $45K | Sell |
690
-75
| -10% | -$4.89K | 0.04% | 137 |
|
|
2015
Q1 | $47K | Buy |
765
+325
| +74% | +$20K | 0.04% | 137 |
|
|
2014
Q4 | $28K | Hold |
440
| – | – | 0.02% | 170 |
|
|
2014
Q3 | $27K | Hold |
440
| – | – | 0.02% | 173 |
|
|
2014
Q2 | $25K | Sell |
440
-200
| -31% | -$11.4K | 0.02% | 178 |
|
|
2014
Q1 | $39K | Buy |
+640
| New | +$39K | 0.03% | 145 |
|