Aviso Financial’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 | $46M | Buy |
158,667
+3,881
| +3% | +$1.13M | 2.07% | 19 |
|
|
2025
Q1 | $38M | Buy |
154,786
+141,557
| +1,070% | +$34.7M | 1.87% | 21 |
|
|
2024
Q4 | $3.17M | Buy |
13,229
+1,357
| +11% | +$325K | 0.16% | 73 |
|
|
2024
Q3 | $2.5M | Buy |
11,872
+1,575
| +15% | +$332K | 0.12% | 88 |
|
|
2024
Q2 | $2.08M | Buy |
+10,297
| New | +$2.08M | 0.12% | 89 |
|