APW
Axim Planning & Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
1,809
-63
| -3% | -$18.3K | 0.48% | 16 |
|
|
2025
Q1 | $459K | Sell |
1,872
-76
| -4% | -$18.6K | 0.41% | 11 |
|
|
2024
Q4 | $467K | Buy |
1,948
+5
| +0.3% | +$1.2K | 0.5% | 10 |
|
|
2024
Q3 | $410K | Buy |
1,943
+37
| +2% | +$7.8K | 0.46% | 10 |
|
|
2024
Q2 | $386K | Buy |
1,906
+73
| +4% | +$14.8K | 0.46% | 8 |
|
|
2024
Q1 | $367K | Sell |
1,833
-1,824
| -50% | -$365K | 0.3% | 12 |
|
|
2023
Q4 | $622K | Sell |
3,657
-1,152
| -24% | -$196K | 0.57% | 8 |
|
|
2023
Q3 | $697K | Buy |
4,809
+89
| +2% | +$12.9K | 0.62% | 6 |
|
|
2023
Q2 | $686K | Buy |
4,720
+73
| +2% | +$10.6K | 0.62% | 8 |
|
|
2023
Q1 | $606K | Buy |
4,647
+144
| +3% | +$18.8K | 0.6% | 10 |
|
|
2022
Q4 | $604K | Buy |
4,503
+1,971
| +78% | +$264K | 0.62% | 14 |
|
|
2022
Q3 | $265K | Buy |
2,532
+244
| +11% | +$25.5K | 0.26% | 15 |
|
|
2022
Q2 | $258K | Buy |
+2,288
| New | +$258K | 0.2% | 12 |
|