Advisory Alpha’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
13,044
+236
| +2% | +$68.4K | 0.12% | 85 |
|
|
2025
Q1 | $3.14M | Buy |
12,808
+922
| +8% | +$226K | 0.11% | 88 |
|
|
2024
Q4 | $2.85M | Buy |
11,886
+4
| +0% | +$959 | 0.1% | 86 |
|
|
2024
Q3 | $2.51M | Buy |
11,882
+730
| +7% | +$154K | 0.09% | 89 |
|
|
2024
Q2 | $2.26M | Buy |
11,152
+1,112
| +11% | +$225K | 0.09% | 96 |
|
|
2024
Q1 | $2.01M | Buy |
10,040
+367
| +4% | +$73.5K | 0.08% | 113 |
|
|
2023
Q4 | $1.65M | Buy |
9,673
+2,728
| +39% | +$464K | 0.08% | 115 |
|
|
2023
Q3 | $1.01M | Buy |
6,945
+996
| +17% | +$144K | 0.05% | 138 |
|
|
2023
Q2 | $865K | Buy |
5,949
+2,687
| +82% | +$391K | 0.04% | 168 |
|
|
2023
Q1 | $425K | Buy |
3,262
+501
| +18% | +$65.3K | 0.03% | 196 |
|
|
2022
Q4 | $370K | Sell |
2,761
-55
| -2% | -$7.38K | 0.03% | 186 |
|
|
2022
Q3 | $294K | Sell |
2,816
-1,314
| -32% | -$137K | 0.02% | 203 |
|
|
2022
Q2 | $465K | Sell |
4,130
-284
| -6% | -$32K | 0.04% | 165 |
|
|
2022
Q1 | $602K | Sell |
4,414
-286
| -6% | -$39K | 0.04% | 158 |
|
|
2021
Q4 | $744K | Buy |
4,700
+1,495
| +47% | +$237K | 0.04% | 142 |
|
|
2021
Q3 | $525K | Buy |
3,205
+588
| +22% | +$96.3K | 0.04% | 157 |
|
|
2021
Q2 | $407K | Buy |
2,617
+214
| +9% | +$33.3K | 0.03% | 135 |
|
|
2021
Q1 | $366K | Buy |
2,403
+694
| +41% | +$106K | 0.04% | 122 |
|
|
2020
Q4 | $217K | Buy |
1,709
+138
| +9% | +$17.5K | 0.04% | 100 |
|
|
2020
Q3 | $157K | Buy |
+1,571
| New | +$157K | 0.03% | 107 |
|
|
2020
Q2 | – | Sell |
-1,647
| Closed | -$147K | – | 368 |
|
|
2020
Q1 | $147K | Buy |
1,647
+364
| +28% | +$32.5K | 0.04% | 116 |
|
|
2019
Q4 | $176K | Sell |
1,283
-18
| -1% | -$2.47K | 0.04% | 145 |
|
|
2019
Q3 | $147K | Buy |
+1,301
| New | +$147K | 0.04% | 139 |
|
|
2019
Q2 | – | Sell |
-1,457
| Closed | -$164K | – | 391 |
|
|
2019
Q1 | $164K | Buy |
+1,457
| New | +$164K | 0.06% | 125 |
|