WA
WealthTrust Axiom’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Hold |
5,680
| – | – | 0.48% | 47 |
|
|
2025
Q1 | $1.39M | Sell |
5,680
-62
| -1% | -$15.2K | 0.42% | 51 |
|
|
2024
Q4 | $1.38M | Sell |
5,742
-34
| -0.6% | -$8.15K | 0.41% | 55 |
|
|
2024
Q3 | $1.22M | Buy |
5,776
+1
| +0% | +$211 | 0.36% | 63 |
|
|
2024
Q2 | $1.17M | Buy |
5,775
+263
| +5% | +$53.2K | 0.39% | 60 |
|
|
2024
Q1 | $1.1M | Sell |
5,512
-104
| -2% | -$20.8K | 0.36% | 68 |
|
|
2023
Q4 | $955K | Buy |
5,616
+418
| +8% | +$71.1K | 0.32% | 70 |
|
|
2023
Q3 | $754K | Sell |
5,198
-630
| -11% | -$91.4K | 0.27% | 78 |
|
|
2023
Q2 | $848K | Sell |
5,828
-19
| -0.3% | -$2.76K | 0.28% | 77 |
|
|
2023
Q1 | $762K | Buy |
5,847
+169
| +3% | +$22K | 0.26% | 86 |
|
|
2022
Q4 | $761K | Sell |
5,678
-39
| -0.7% | -$5.23K | 0.27% | 84 |
|
|
2022
Q3 | $597K | Sell |
5,717
-9
| -0.2% | -$940 | 0.23% | 95 |
|
|
2022
Q2 | $644K | Buy |
5,726
+2
| +0% | +$225 | 0.23% | 94 |
|
|
2022
Q1 | $780K | Sell |
5,724
-60
| -1% | -$8.18K | 0.24% | 88 |
|
|
2021
Q4 | $915K | Sell |
5,784
-38
| -0.7% | -$6.01K | 0.29% | 81 |
|
|
2021
Q3 | $953K | Buy |
5,822
+53
| +0.9% | +$8.68K | 0.32% | 76 |
|
|
2021
Q2 | $897K | Sell |
5,769
-609
| -10% | -$94.7K | 0.29% | 77 |
|
|
2021
Q1 | $970K | Buy |
6,378
+480
| +8% | +$73K | 0.33% | 71 |
|
|
2020
Q4 | $749K | Sell |
5,898
-559
| -9% | -$71K | 0.27% | 79 |
|
|
2020
Q3 | $621K | Sell |
6,457
-1,246
| -16% | -$120K | 0.27% | 83 |
|
|
2020
Q2 | $724K | Buy |
7,703
+501
| +7% | +$47.1K | 0.32% | 73 |
|
|
2020
Q1 | $648K | Buy |
7,202
+2,200
| +44% | +$198K | 0.32% | 73 |
|
|
2019
Q4 | $697K | Sell |
5,002
-250
| -5% | -$34.8K | 0.23% | 93 |
|
|
2019
Q3 | $618K | Sell |
5,252
-100
| -2% | -$11.8K | 0.22% | 98 |
|
|
2019
Q2 | $598K | Hold |
5,352
| – | – | 0.21% | 101 |
|
|
2019
Q1 | $541K | Hold |
5,352
| – | – | 0.19% | 108 |
|
|
2018
Q4 | $522K | Hold |
5,352
| – | – | 0.21% | 104 |
|
|
2018
Q3 | $603K | Buy |
5,352
+100
| +2% | +$11.3K | 0.2% | 106 |
|
|
2018
Q2 | $547K | Buy |
5,252
+650
| +14% | +$67.7K | 0.19% | 109 |
|
|
2018
Q1 | $506K | Buy |
4,602
+736
| +19% | +$80.9K | 0.18% | 114 |
|
|
2017
Q4 | $413K | Sell |
3,866
-936
| -19% | -$100K | 0.15% | 121 |
|
|
2017
Q3 | $458K | Buy |
4,802
+1,569
| +49% | +$150K | 0.17% | 113 |
|
|
2017
Q2 | $295K | Hold |
3,233
| – | – | 0.11% | 161 |
|
|
2017
Q1 | $283K | Sell |
3,233
-33,500
| -91% | -$2.93M | 0.1% | 167 |
|
|
2016
Q4 | $3.17M | Buy |
36,733
+575
| +2% | +$49.6K | 1.15% | 27 |
|
|
2016
Q3 | $2.41M | Buy |
36,158
+32,259
| +827% | +$2.15M | 0.9% | 32 |
|
|
2016
Q2 | $242K | Hold |
3,899
| – | – | 0.09% | 170 |
|
|
2016
Q1 | $230K | Buy |
3,899
+300
| +8% | +$17.7K | 0.09% | 170 |
|
|
2015
Q4 | $237K | Hold |
3,599
| – | – | 0.09% | 169 |
|
|
2015
Q3 | $219K | Hold |
3,599
| – | – | 0.09% | 171 |
|
|
2015
Q2 | $243K | Hold |
3,599
| – | – | 0.09% | 176 |
|
|
2015
Q1 | $218K | Hold |
3,599
| – | – | 0.08% | 187 |
|
|
2014
Q4 | $225K | Sell |
3,599
-50
| -1% | -$3.13K | 0.08% | 182 |
|
|
2014
Q3 | $219K | Hold |
3,649
| – | – | 0.08% | 182 |
|
|
2014
Q2 | $210K | Hold |
3,649
| – | – | 0.07% | 190 |
|
|
2014
Q1 | $221K | Hold |
3,649
| – | – | 0.08% | 165 |
|
|
2013
Q4 | $213K | Buy |
+3,649
| New | +$213K | 0.08% | 158 |
|