JPMorgan Chase & Co’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8M | Buy |
300,458
+44,235
| +17% | +$5.86M | ﹤0.01% | 1328 |
|
|
2025
Q1 | $24.4M | Buy |
256,223
+70,484
| +38% | +$6.72M | ﹤0.01% | 1567 |
|
|
2024
Q4 | $21.5M | Buy |
185,739
+85,716
| +86% | +$9.91M | ﹤0.01% | 1694 |
|
|
2024
Q3 | $10.5M | Sell |
100,023
-35,024
| -26% | -$3.69M | ﹤0.01% | 2129 |
|
|
2024
Q2 | $14.7M | Sell |
135,047
-29,217
| -18% | -$3.18M | ﹤0.01% | 1851 |
|
|
2024
Q1 | $16.8M | Buy |
164,264
+85,835
| +109% | +$8.75M | ﹤0.01% | 1792 |
|
|
2023
Q4 | $8.54M | Sell |
78,429
-6,171
| -7% | -$672K | ﹤0.01% | 2222 |
|
|
2023
Q3 | $8.72M | Sell |
84,600
-18,214
| -18% | -$1.88M | ﹤0.01% | 2064 |
|
|
2023
Q2 | $11.5M | Sell |
102,814
-7,248
| -7% | -$808K | ﹤0.01% | 1953 |
|
|
2023
Q1 | $10.8M | Buy |
110,062
+29,749
| +37% | +$2.92M | ﹤0.01% | 1943 |
|
|
2022
Q4 | $6.89M | Sell |
80,313
-7,021
| -8% | -$602K | ﹤0.01% | 2165 |
|
|
2022
Q3 | $6.76M | Buy |
87,334
+8,652
| +11% | +$670K | ﹤0.01% | 2123 |
|
|
2022
Q2 | $5.74M | Sell |
78,682
-19,365
| -20% | -$1.41M | ﹤0.01% | 2300 |
|
|
2022
Q1 | $8.44M | Sell |
98,047
-18,823
| -16% | -$1.62M | ﹤0.01% | 2174 |
|
|
2021
Q4 | $10.6M | Buy |
116,870
+2,725
| +2% | +$248K | ﹤0.01% | 2046 |
|
|
2021
Q3 | $10M | Sell |
114,145
-34,160
| -23% | -$3M | ﹤0.01% | 2046 |
|
|
2021
Q2 | $16.7M | Buy |
148,305
+18,341
| +14% | +$2.07M | ﹤0.01% | 1767 |
|
|
2021
Q1 | $14.2M | Buy |
129,964
+32,261
| +33% | +$3.52M | ﹤0.01% | 1851 |
|
|
2020
Q4 | $9.48M | Sell |
97,703
-34,113
| -26% | -$3.31M | ﹤0.01% | 1960 |
|
|
2020
Q3 | $8.29M | Sell |
131,816
-38,623
| -23% | -$2.43M | ﹤0.01% | 1900 |
|
|
2020
Q2 | $11.6M | Buy |
170,439
+6,801
| +4% | +$461K | ﹤0.01% | 1601 |
|
|
2020
Q1 | $7.94M | Sell |
163,638
-1,894
| -1% | -$91.8K | ﹤0.01% | 1697 |
|
|
2019
Q4 | $11.8M | Sell |
165,532
-14,207
| -8% | -$1.01M | ﹤0.01% | 1672 |
|
|
2019
Q3 | $10.3M | Buy |
179,739
+46,165
| +35% | +$2.65M | ﹤0.01% | 1783 |
|
|
2019
Q2 | $7.54M | Sell |
133,574
-10,490
| -7% | -$592K | ﹤0.01% | 1901 |
|
|
2019
Q1 | $7.16M | Sell |
144,064
-39,582
| -22% | -$1.97M | ﹤0.01% | 1909 |
|
|
2018
Q4 | $7.88M | Buy |
183,646
+17,631
| +11% | +$757K | ﹤0.01% | 1823 |
|
|
2018
Q3 | $8.58M | Sell |
166,015
-69,758
| -30% | -$3.6M | ﹤0.01% | 1932 |
|
|
2018
Q2 | $13.7M | Buy |
235,773
+2,519
| +1% | +$146K | ﹤0.01% | 1634 |
|
|
2018
Q1 | $14.9M | Sell |
233,254
-79,983
| -26% | -$5.11M | ﹤0.01% | 1544 |
|
|
2017
Q4 | $21.1M | Buy |
313,237
+139,859
| +81% | +$9.44M | ﹤0.01% | 1348 |
|
|
2017
Q3 | $13.6M | Buy |
173,378
+83,957
| +94% | +$6.58M | ﹤0.01% | 1551 |
|
|
2017
Q2 | $5.79M | Sell |
89,421
-262,754
| -75% | -$17M | ﹤0.01% | 2056 |
|
|
2017
Q1 | $24.1M | Sell |
352,175
-550,763
| -61% | -$37.8M | 0.01% | 1206 |
|
|
2016
Q4 | $49.4M | Buy |
902,938
+87,943
| +11% | +$4.81M | 0.01% | 813 |
|
|
2016
Q3 | $38.6M | Buy |
814,995
+3,243
| +0.4% | +$153K | 0.01% | 871 |
|
|
2016
Q2 | $30.8M | Sell |
811,752
-2,913
| -0.4% | -$111K | 0.01% | 986 |
|
|
2016
Q1 | $28.3M | Sell |
814,665
-2,005
| -0.2% | -$69.8K | 0.01% | 1001 |
|
|
2015
Q4 | $23.1M | Sell |
816,670
-10,100
| -1% | -$285K | 0.01% | 1096 |
|
|
2015
Q3 | $21.7M | Buy |
826,770
+644,918
| +355% | +$17M | 0.01% | 1106 |
|
|
2015
Q2 | $5M | Buy |
181,852
+123,755
| +213% | +$3.4M | ﹤0.01% | 2087 |
|
|
2015
Q1 | $1.49M | Buy |
58,097
+21,602
| +59% | +$554K | ﹤0.01% | 2651 |
|
|
2014
Q4 | $865K | Sell |
36,495
-2,579
| -7% | -$61.1K | ﹤0.01% | 2845 |
|
|
2014
Q3 | $735K | Sell |
39,074
-25,750
| -40% | -$484K | ﹤0.01% | 2879 |
|
|
2014
Q2 | $1.25M | Buy |
64,824
+7,250
| +13% | +$140K | ﹤0.01% | 2685 |
|
|
2014
Q1 | $1.41M | Sell |
57,574
-847,336
| -94% | -$20.8M | ﹤0.01% | 2650 |
|
|
2013
Q4 | $20.7M | Buy |
904,910
+51,386
| +6% | +$1.17M | 0.01% | 1230 |
|
|
2013
Q3 | $14.9M | Sell |
853,524
-296,331
| -26% | -$5.19M | ﹤0.01% | 1413 |
|
|
2013
Q2 | $20M | Buy |
+1,149,855
| New | +$20M | 0.01% | 1165 |
|