Alera Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.25M | Buy |
10,655
+454
| +4% | +$95.7K | 0.26% | 50 |
|
|
2024
Q2 | $2.06M | Buy |
10,201
+2,082
| +26% | +$421K | 0.25% | 51 |
|
|
2024
Q1 | $1.63M | Buy |
8,119
+156
| +2% | +$31.2K | 0.22% | 36 |
|
|
2023
Q4 | $1.35M | Sell |
7,963
-231
| -3% | -$39.3K | 0.18% | 37 |
|
|
2023
Q3 | $1.19M | Sell |
8,194
-46
| -0.6% | -$6.67K | 0.2% | 34 |
|
|
2023
Q2 | $1.2M | Buy |
8,240
+414
| +5% | +$60.2K | 0.26% | 41 |
|
|
2023
Q1 | $1.02M | Sell |
7,826
-1,790
| -19% | -$233K | 0.23% | 45 |
|
|
2022
Q4 | $1.29M | Sell |
9,616
-420
| -4% | -$56.3K | 0.3% | 36 |
|
|
2022
Q3 | $1.05M | Sell |
10,036
-1,059
| -10% | -$111K | 0.3% | 41 |
|
|
2022
Q2 | $1.25M | Sell |
11,095
-459
| -4% | -$51.7K | 0.35% | 35 |
|
|
2022
Q1 | $1.58M | Buy |
11,554
+6,559
| +131% | +$895K | 0.36% | 31 |
|
|
2021
Q4 | $791K | Sell |
4,995
-526
| -10% | -$83.3K | 0.22% | 40 |
|
|
2021
Q3 | $896K | Sell |
5,521
-860
| -13% | -$140K | 0.26% | 35 |
|
|
2021
Q2 | $981K | Buy |
6,381
+131
| +2% | +$20.1K | 0.3% | 35 |
|
|
2021
Q1 | $951K | Sell |
6,250
-19
| -0.3% | -$2.89K | 0.31% | 34 |
|
|
2020
Q4 | $797K | Buy |
6,269
+1,356
| +28% | +$172K | 0.28% | 36 |
|
|
2020
Q3 | $473K | Buy |
4,913
+138
| +3% | +$13.3K | 0.19% | 43 |
|
|
2020
Q2 | $449K | Sell |
4,775
-119
| -2% | -$11.2K | 0.24% | 42 |
|
|
2020
Q1 | $441K | Sell |
4,894
-428
| -8% | -$38.6K | 0.27% | 43 |
|
|
2019
Q4 | $742K | Sell |
5,322
-1,508
| -22% | -$210K | 0.34% | 29 |
|
|
2019
Q3 | $804K | Sell |
6,830
-12
| -0.2% | -$1.41K | 0.4% | 26 |
|
|
2019
Q2 | $765K | Buy |
6,842
+489
| +8% | +$54.7K | 0.39% | 28 |
|
|
2019
Q1 | $643K | Sell |
6,353
-832
| -12% | -$84.2K | 0.31% | 31 |
|
|
2018
Q4 | $701K | Buy |
+7,185
| New | +$701K | 0.43% | 33 |
|