Albion Financial Group’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
Q2 | $27.8M | Buy |
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|
2025
Q1 | $23.4M | Sell |
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|
2024
Q4 | $22.9M | Sell |
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|
2024
Q3 | $20.3M | Sell |
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|
2024
Q2 | $26.4M | Sell |
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|
2024
Q1 | $26.2M | Sell |
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|
2023
Q4 | $22.4M | Buy |
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|
2023
Q3 | $18.8M | Sell |
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|
2023
Q2 | $18.9M | Sell |
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|
2023
Q1 | $17.2M | Sell |
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|
2022
Q4 | $18M | Buy |
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|
2022
Q3 | $13.8M | Buy |
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|
2022
Q2 | $14.8M | Buy |
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|
2022
Q1 | $17.4M | Sell |
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|
2021
Q4 | $20.2M | Sell |
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|
2021
Q3 | $21.2M | Sell |
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|
2021
Q2 | $20.5M | Buy |
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|
2020
Q4 | $16.7M | Sell |
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|
2020
Q3 | $12.7M | Buy |
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|
2020
Q2 | $12.3M | Sell |
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|
2020
Q1 | $11.8M | Buy |
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|
2019
Q4 | $18.2M | Sell |
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|
2019
Q3 | $15.5M | Sell |
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|
2019
Q2 | $15.5M | Sell |
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|
2019
Q1 | $14.1M | Buy |
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|
2018
Q4 | $13.6M | Buy |
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|
2018
Q3 | $15.6M | Buy |
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|
2018
Q2 | $14.3M | Buy |
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|
2018
Q1 | $14.6M | Buy |
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|
2017
Q4 | $13.1M | Sell |
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|
2017
Q3 | $11.8M | Sell |
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|
2017
Q2 | $11.5M | Buy |
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|
2017
Q1 | $11.1M | Buy |
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|
2016
Q4 | $9.86M | Buy |
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|
2016
Q3 | $7.38M | Buy |
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|
2016
Q2 | $709K | Buy |
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|
2016
Q1 | $238K | Hold |
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|
2015
Q4 | $265K | Hold |
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|
2015
Q3 | $245K | Hold |
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|
2015
Q2 | $272K | Hold |
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|
2015
Q1 | $243K | Hold |
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|
2014
Q4 | $251K | Hold |
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|
2014
Q3 | $242K | Hold |
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|
2014
Q2 | $231K | Hold |
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|
2014
Q1 | $244K | Hold |
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|
2013
Q4 | $235K | Hold |
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|
2013
Q3 | $208K | Hold |
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|
2013
Q2 | $212K | Buy |
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