Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.6M | Buy |
69,127
+385
| +0.6% | +$92.3K | 2.29% | 7 |
|
|
2024
Q3 | $14.5M | Buy |
68,742
+807
| +1% | +$170K | 2.04% | 8 |
|
|
2024
Q2 | $13.7M | Buy |
67,935
+123
| +0.2% | +$24.9K | 2.01% | 8 |
|
|
2024
Q1 | $13.6M | Buy |
67,812
+667
| +1% | +$134K | 2.06% | 8 |
|
|
2023
Q4 | $11.4M | Buy |
67,145
+16,421
| +32% | +$2.79M | 1.91% | 9 |
|
|
2023
Q3 | $7.36M | Sell |
50,724
-151
| -0.3% | -$21.9K | 1.4% | 13 |
|
|
2023
Q2 | $7.4M | Buy |
50,875
+455
| +0.9% | +$66.2K | 1.34% | 13 |
|
|
2023
Q1 | $6.57M | Sell |
50,420
-317
| -0.6% | -$41.3K | 1.29% | 16 |
|
|
2022
Q4 | $6.8M | Sell |
50,737
-245
| -0.5% | -$32.9K | 1.44% | 11 |
|
|
2022
Q3 | $5.33M | Buy |
50,982
+604
| +1% | +$63.1K | 1.22% | 20 |
|
|
2022
Q2 | $5.67M | Buy |
50,378
+2,636
| +6% | +$297K | 1.24% | 17 |
|
|
2022
Q1 | $6.51M | Sell |
47,742
-619
| -1% | -$84.4K | 1.17% | 16 |
|
|
2021
Q4 | $7.66M | Buy |
48,361
+732
| +2% | +$116K | 1.28% | 18 |
|
|
2021
Q3 | $7.8M | Sell |
47,629
-278
| -0.6% | -$45.5K | 1.42% | 11 |
|
|
2021
Q2 | $7.45M | Buy |
47,907
+949
| +2% | +$148K | 1.33% | 12 |
|
|
2021
Q1 | $7.15M | Buy |
46,958
+957
| +2% | +$146K | 1.4% | 9 |
|
|
2020
Q4 | $5.85M | Buy |
46,001
+852
| +2% | +$108K | 1.18% | 10 |
|
|
2020
Q3 | $4.35M | Buy |
45,149
+354
| +0.8% | +$34.1K | 1.21% | 18 |
|
|
2020
Q2 | $4.21M | Buy |
44,795
+5,830
| +15% | +$548K | 1.4% | 14 |
|
|
2020
Q1 | $3.51M | Sell |
38,965
-16,540
| -30% | -$1.49M | 1.6% | 16 |
|
|
2019
Q4 | $7.74M | Buy |
55,505
+294
| +0.5% | +$41K | 1.98% | 4 |
|
|
2019
Q3 | $6.5M | Buy |
55,211
+847
| +2% | +$99.7K | 1.79% | 4 |
|
|
2019
Q2 | $6.08M | Sell |
54,364
-133
| -0.2% | -$14.9K | 1.69% | 6 |
|
|
2019
Q1 | $5.52M | Buy |
54,497
+703
| +1% | +$71.2K | 1.61% | 9 |
|
|
2018
Q4 | $5.25M | Buy |
53,794
+289
| +0.5% | +$28.2K | 1.72% | 3 |
|
|
2018
Q3 | $6.04M | Buy |
53,505
+1,971
| +4% | +$222K | 1.71% | 2 |
|
|
2018
Q2 | $5.37M | Buy |
+51,534
| New | +$5.37M | 1.67% | 2 |
|