AWM
Avondale Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Hold |
1,375
| – | – | 0.22% | 42 |
|
|
2025
Q1 | $337K | Hold |
1,375
| – | – | 0.21% | 40 |
|
|
2024
Q4 | $330K | Hold |
1,375
| – | – | 0.21% | 38 |
|
|
2024
Q3 | $290K | Hold |
1,375
| – | – | 0.19% | 41 |
|
|
2024
Q2 | $278K | Hold |
1,375
| – | – | 0.19% | 44 |
|
|
2024
Q1 | $275K | Sell |
1,375
-250
| -15% | -$50.1K | 0.19% | 41 |
|
|
2023
Q4 | $276K | Hold |
1,625
| – | – | 0.22% | 37 |
|
|
2023
Q3 | $236K | Sell |
1,625
-750
| -32% | -$109K | 0.21% | 42 |
|
|
2023
Q2 | $345K | Sell |
2,375
-1,250
| -34% | -$182K | 0.29% | 34 |
|
|
2023
Q1 | $472K | Buy |
3,625
+25
| +0.7% | +$3.26K | 0.41% | 28 |
|
|
2022
Q4 | $483K | Sell |
3,600
-1,000
| -22% | -$134K | 0.42% | 20 |
|
|
2022
Q3 | $481K | Sell |
4,600
-275
| -6% | -$28.8K | 0.52% | 22 |
|
|
2022
Q2 | $549K | Buy |
4,875
+1,125
| +30% | +$127K | 0.64% | 17 |
|
|
2022
Q1 | $511K | Buy |
3,750
+750
| +25% | +$102K | 0.6% | 20 |
|
|
2021
Q4 | $475K | Sell |
3,000
-2,100
| -41% | -$333K | 0.48% | 23 |
|
|
2021
Q3 | $835K | Buy |
5,100
+600
| +13% | +$98.2K | 0.82% | 19 |
|
|
2021
Q2 | $700K | Buy |
+4,500
| New | +$700K | 0.65% | 25 |
|
|
2020
Q3 | – | Sell |
-228
| Closed | -$21K | – | 99 |
|
|
2020
Q2 | $21K | Hold |
228
| – | – | 0.03% | 68 |
|
|
2020
Q1 | $21K | Hold |
228
| – | – | 0.03% | 67 |
|
|
2019
Q4 | $32K | Hold |
228
| – | – | 0.05% | 57 |
|
|
2019
Q3 | $27K | Hold |
228
| – | – | 0.04% | 61 |
|
|
2019
Q2 | $25K | Sell |
228
-200
| -47% | -$21.9K | 0.02% | 70 |
|
|
2019
Q1 | $43K | Hold |
428
| – | – | 0.03% | 49 |
|
|
2018
Q4 | $42K | Hold |
428
| – | – | 0.03% | 42 |
|
|
2018
Q3 | $48K | Hold |
428
| – | – | 0.05% | 36 |
|
|
2018
Q2 | $45K | Hold |
428
| – | – | 0.04% | 40 |
|
|
2018
Q1 | $47K | Hold |
428
| – | – | 0.04% | 37 |
|
|
2017
Q4 | $46K | Buy |
+428
| New | +$46K | 0.04% | 45 |
|