AC
AWM Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Hold |
1,913
| – | – | 0.06% | 64 |
|
|
2025
Q1 | $469K | Buy |
1,913
+616
| +47% | +$151K | 0.05% | 68 |
|
|
2024
Q4 | $311K | Buy |
1,297
+104
| +9% | +$24.9K | 0.04% | 81 |
|
|
2024
Q3 | $252K | Buy |
1,193
+71
| +6% | +$15K | 0.03% | 82 |
|
|
2024
Q2 | $227K | Buy |
+1,122
| New | +$227K | 0.03% | 81 |
|