Aviso Wealth Management’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 | $2.15M | Buy |
7,426
+268
| +4% | +$77.7K | 1.01% | 22 |
|
|
2025
Q1 | $1.76M | Buy |
7,158
+1,119
| +19% | +$274K | 0.93% | 26 |
|
|
2024
Q4 | $1.45M | Sell |
6,039
-175
| -3% | -$41.9K | 0.74% | 37 |
|
|
2024
Q3 | $1.31M | Buy |
6,214
+1,124
| +22% | +$237K | 0.71% | 38 |
|
|
2024
Q2 | $1.03M | Sell |
5,090
-179
| -3% | -$36.2K | 0.61% | 42 |
|
|
2024
Q1 | $1.06M | Sell |
5,269
-75
| -1% | -$15K | 0.67% | 40 |
|
|
2023
Q4 | $909K | Buy |
+5,344
| New | +$909K | 0.66% | 38 |
|