JPMorgan Chase & Co’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
45,472
+27,156
| +148% | +$1.25M | ﹤0.01% | 3309 |
|
|
2025
Q1 | $804K | Buy |
18,316
+305
| +2% | +$13.4K | ﹤0.01% | 3769 |
|
|
2024
Q4 | $782K | Sell |
18,011
-15,476
| -46% | -$672K | ﹤0.01% | 3931 |
|
|
2024
Q3 | $1.51M | Sell |
33,487
-4,997
| -13% | -$225K | ﹤0.01% | 3436 |
|
|
2024
Q2 | $1.66M | Buy |
38,484
+31,981
| +492% | +$1.38M | ﹤0.01% | 3225 |
|
|
2024
Q1 | $278K | Sell |
6,503
-391,693
| -98% | -$16.8M | ﹤0.01% | 4280 |
|
|
2023
Q4 | $16.5M | Buy |
398,196
+384,706
| +2,852% | +$16M | ﹤0.01% | 1752 |
|
|
2023
Q3 | $525K | Hold |
13,490
| – | – | ﹤0.01% | 3699 |
|
|
2023
Q2 | $545K | Sell |
13,490
-12,496
| -48% | -$505K | ﹤0.01% | 3718 |
|
|
2023
Q1 | $1.04M | Buy |
25,986
+23,980
| +1,195% | +$955K | ﹤0.01% | 3423 |
|
|
2022
Q4 | $77K | Buy |
2,006
+516
| +35% | +$19.8K | ﹤0.01% | 4579 |
|
|
2022
Q3 | $55K | Hold |
1,490
| – | – | ﹤0.01% | 4669 |
|
|
2022
Q2 | $58K | Hold |
1,490
| – | – | ﹤0.01% | 4812 |
|
|
2022
Q1 | $64K | Hold |
1,490
| – | – | ﹤0.01% | 4917 |
|
|
2021
Q4 | $68K | Hold |
1,490
| – | – | ﹤0.01% | 4967 |
|
|
2021
Q3 | $67K | Hold |
1,490
| – | – | ﹤0.01% | 4866 |
|
|
2021
Q2 | $67K | Buy |
+1,490
| New | +$67K | ﹤0.01% | 4878 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$43K | – | 5236 |
|
|
2020
Q4 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 4476 |
|
|
2020
Q3 | $41K | Sell |
1,000
-10
| -1% | -$410 | ﹤0.01% | 4338 |
|
|
2020
Q2 | $40K | Sell |
1,010
-305
| -23% | -$12.1K | ﹤0.01% | 4278 |
|
|
2020
Q1 | $48K | Hold |
1,315
| – | – | ﹤0.01% | 4147 |
|
|
2019
Q4 | $53K | Sell |
1,315
-215
| -14% | -$8.67K | ﹤0.01% | 4219 |
|
|
2019
Q3 | $60K | Sell |
1,530
-390
| -20% | -$15.3K | ﹤0.01% | 4180 |
|
|
2019
Q2 | $75K | Buy |
1,920
+805
| +72% | +$31.4K | ﹤0.01% | 4106 |
|
|
2019
Q1 | $42K | Sell |
1,115
-5,593
| -83% | -$211K | ﹤0.01% | 4297 |
|
|
2018
Q4 | $239K | Buy |
6,708
+262
| +4% | +$9.34K | ﹤0.01% | 3723 |
|
|
2018
Q3 | $244K | Buy |
6,446
+645
| +11% | +$24.4K | ﹤0.01% | 3793 |
|
|
2018
Q2 | $218K | Hold |
5,801
| – | – | ﹤0.01% | 3788 |
|
|
2018
Q1 | $219K | Sell |
5,801
-32,983
| -85% | -$1.25M | ﹤0.01% | 3688 |
|
|
2017
Q4 | $1.48M | Buy |
38,784
+36,599
| +1,675% | +$1.39M | ﹤0.01% | 2879 |
|
|
2017
Q3 | $83K | Sell |
2,185
-1,045
| -32% | -$39.7K | ﹤0.01% | 3689 |
|
|
2017
Q2 | $120K | Buy |
3,230
+984
| +44% | +$36.6K | ﹤0.01% | 3517 |
|
|
2017
Q1 | $82K | Hold |
2,246
| – | – | ﹤0.01% | 3790 |
|
|
2016
Q4 | $79K | Buy |
2,246
+2,146
| +2,146% | +$75.5K | ﹤0.01% | 3933 |
|
|
2016
Q3 | $4K | Sell |
100
-391
| -80% | -$15.6K | ﹤0.01% | 3933 |
|
|
2016
Q2 | $17K | Buy |
+491
| New | +$17K | ﹤0.01% | 3738 |
|