Advisory Alpha’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.94M | Sell |
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|
2025
Q2 | $3.78M | Buy |
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|
2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $2.85M | Buy |
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|
2024
Q3 | $2.51M | Buy |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $865K | Buy |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $465K | Sell |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $744K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q3 | $157K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $147K | Buy |
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|
2019
Q4 | $176K | Sell |
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|
2019
Q3 | $147K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $164K | Buy |
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