JP Morgan Chase’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.8M | Buy |
150,054
+81,861
| +120% | +$23.7M | ﹤0.01% | 1461 |
|
|
2025
Q4 | $14.3M | Sell |
68,193
-173,489
| -72% | -$35.3M | ﹤0.01% | 2369 |
|
|
2025
Q3 | $41.1M | Sell |
241,682
-58,776
| -20% | -$8.85M | ﹤0.01% | 1536 |
|
|
2025
Q2 | $39.8M | Buy |
300,458
+44,235
| +17% | +$4.87M | ﹤0.01% | 1468 |
|
|
2025
Q1 | $24.4M | Buy |
256,223
+70,484
| +38% | +$8.05M | ﹤0.01% | 1761 |
|
|
2024
Q4 | $21.5M | Buy |
185,739
+85,716
| +86% | +$9.64M | ﹤0.01% | 1974 |
|
|
2024
Q3 | $10.5M | Sell |
100,023
-35,024
| -26% | -$3.68M | ﹤0.01% | 2561 |
|
|
2024
Q2 | $14.7M | Sell |
135,047
-29,217
| -18% | -$2.99M | ﹤0.01% | 2124 |
|
|
2024
Q1 | $16.8M | Buy |
164,264
+85,835
| +109% | +$8.75M | ﹤0.01% | 2025 |
|
|
2023
Q4 | $8.54M | Sell |
78,429
-6,171
| -7% | -$600K | ﹤0.01% | 2624 |
|
|
2023
Q3 | $8.72M | Sell |
84,600
-18,214
| -18% | -$2.04M | ﹤0.01% | 2372 |
|
|
2023
Q2 | $11.5M | Sell |
102,814
-7,248
| -7% | -$691K | ﹤0.01% | 2181 |
|
|
2023
Q1 | $10.8M | Buy |
110,062
+29,749
| +37% | +$2.8M | ﹤0.01% | 2211 |
|
|
2022
Q4 | $6.89M | Sell |
80,313
-7,021
| -8% | -$589K | ﹤0.01% | 2569 |
|
|
2022
Q3 | $6.76M | Buy |
87,334
+8,652
| +11% | +$742K | ﹤0.01% | 2472 |
|
|
2022
Q2 | $5.74M | Sell |
78,682
-19,365
| -20% | -$1.5M | ﹤0.01% | 2668 |
|
|
2022
Q1 | $8.44M | Sell |
98,047
-18,823
| -16% | -$1.63M | ﹤0.01% | 2540 |
|
|
2021
Q4 | $10.6M | Buy |
116,870
+2,725
| +2% | +$242K | ﹤0.01% | 2397 |
|
|
2021
Q3 | $10M | Sell |
114,145
-34,160
| -23% | -$3.2M | ﹤0.01% | 2376 |
|
|
2021
Q2 | $16.7M | Buy |
148,305
+18,341
| +14% | +$1.94M | ﹤0.01% | 2004 |
|
|
2021
Q1 | $14.2M | Buy |
129,964
+32,261
| +33% | +$3.5M | ﹤0.01% | 2039 |
|
|
2020
Q4 | $9.47M | Sell |
97,703
-34,113
| -26% | -$2.9M | ﹤0.01% | 2260 |
|
|
2020
Q3 | $8.29M | Sell |
131,816
-38,623
| -23% | -$2.7M | ﹤0.01% | 2185 |
|
|
2020
Q2 | $11.6M | Buy |
170,439
+6,801
| +4% | +$405K | ﹤0.01% | 1783 |
|
|
2020
Q1 | $7.93M | Sell |
163,638
-1,894
| -1% | -$120K | ﹤0.01% | 1911 |
|
|
2019
Q4 | $11.8M | Sell |
165,532
-14,207
| -8% | -$884K | ﹤0.01% | 1989 |
|
|
2019
Q3 | $10.3M | Buy |
179,739
+46,165
| +35% | +$2.49M | ﹤0.01% | 2122 |
|
|
2019
Q2 | $7.54M | Sell |
133,574
-10,490
| -7% | -$562K | ﹤0.01% | 2321 |
|
|
2019
Q1 | $7.16M | Sell |
144,064
-39,582
| -22% | -$1.92M | ﹤0.01% | 2316 |
|
|
2018
Q4 | $7.88M | Buy |
183,646
+17,631
| +11% | +$785K | ﹤0.01% | 2212 |
|
|
2018
Q3 | $8.57M | Sell |
166,015
-69,758
| -30% | -$4.04M | ﹤0.01% | 2320 |
|
|
2018
Q2 | $13.7M | Buy |
235,773
+2,519
| +1% | +$159K | ﹤0.01% | 1889 |
|
|
2018
Q1 | $14.9M | Sell |
233,254
-79,983
| -26% | -$5.53M | ﹤0.01% | 1738 |
|
|
2017
Q4 | $21.1M | Buy |
313,237
+139,859
| +81% | +$11.3M | ﹤0.01% | 1531 |
|
|
2017
Q3 | $13.6M | Buy |
173,378
+83,957
| +94% | +$6.09M | ﹤0.01% | 1762 |
|
|
2017
Q2 | $5.79M | Sell |
89,421
-262,754
| -75% | -$19.2M | ﹤0.01% | 2382 |
|
|
2017
Q1 | $24.1M | Sell |
352,175
-550,763
| -61% | -$34M | 0.01% | 1354 |
|
|
2016
Q4 | $49.4M | Buy |
902,938
+87,943
| +11% | +$4.5M | 0.01% | 900 |
|
|
2016
Q3 | $38.6M | Buy |
814,995
+3,243
| +0.4% | +$138K | 0.01% | 956 |
|
|
2016
Q2 | $30.8M | Sell |
811,752
-2,913
| -0.4% | -$104K | 0.01% | 1104 |
|
|
2016
Q1 | $28.3M | Sell |
814,665
-2,005
| -0.2% | -$58.7K | 0.01% | 1108 |
|
|
2015
Q4 | $23.1M | Sell |
816,670
-10,100
| -1% | -$288K | 0.01% | 1234 |
|
|
2015
Q3 | $21.7M | Buy |
826,770
+644,918
| +355% | +$16.6M | 0.01% | 1212 |
|
|
2015
Q2 | $5M | Buy |
181,852
+123,755
| +213% | +$3.36M | ﹤0.01% | 2392 |
|
|
2015
Q1 | $1.49M | Buy |
58,097
+21,602
| +59% | +$550K | ﹤0.01% | 3014 |
|
|
2014
Q4 | $865K | Sell |
36,495
-2,579
| -7% | -$52.6K | ﹤0.01% | 3426 |
|
|
2014
Q3 | $735K | Sell |
39,074
-25,750
| -40% | -$474K | ﹤0.01% | 3501 |
|
|
2014
Q2 | $1.25M | Buy |
64,824
+7,250
| +13% | +$148K | ﹤0.01% | 2757 |
|
|
2014
Q1 | $1.41M | Sell |
57,574
-847,336
| -94% | -$22.1M | ﹤0.01% | 2712 |
|
|
2013
Q4 | $20.7M | Buy |
904,910
+51,386
| +6% | +$1.1M | 0.01% | 1308 |
|
|
2013
Q3 | $14.9M | Sell |
853,524
-296,331
| -26% | -$5.83M | ﹤0.01% | 1495 |
|
|
2013
Q2 | $20M | Buy |
+1,149,855
| New | +$20.5M | 0.01% | 1246 |
|
Other funds holding AEIS
VPM
VCM
