Alesco Advisors’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 | $2.37M | Buy |
8,174
+81
| +1% | +$23.5K | 0.07% | 61 |
|
|
2025
Q1 | $1.99M | Buy |
8,093
+53
| +0.7% | +$13K | 0.06% | 64 |
|
|
2024
Q4 | $1.93M | Buy |
8,040
+751
| +10% | +$180K | 0.06% | 65 |
|
|
2024
Q3 | $1.54M | Hold |
7,289
| – | – | 0.05% | 69 |
|
|
2024
Q2 | $1.47M | Sell |
7,289
-167
| -2% | -$33.8K | 0.05% | 71 |
|
|
2024
Q1 | $1.49M | Buy |
7,456
+93
| +1% | +$18.6K | 0.05% | 69 |
|
|
2023
Q4 | $1.25M | Sell |
7,363
-446
| -6% | -$75.9K | 0.04% | 75 |
|
|
2023
Q3 | $1.13M | Sell |
7,809
-1
| -0% | -$145 | 0.04% | 75 |
|
|
2023
Q2 | $1.14M | Hold |
7,810
| – | – | 0.04% | 76 |
|
|
2023
Q1 | $1.02M | Buy |
7,810
+197
| +3% | +$25.7K | 0.04% | 83 |
|
|
2022
Q4 | $1.02M | Sell |
7,613
-505
| -6% | -$67.7K | 0.04% | 85 |
|
|
2022
Q3 | $848K | Hold |
8,118
| – | – | 0.04% | 84 |
|
|
2022
Q2 | $914K | Buy |
8,118
+1,542
| +23% | +$174K | 0.04% | 83 |
|
|
2022
Q1 | $896K | Sell |
6,576
-24
| -0.4% | -$3.27K | 0.03% | 82 |
|
|
2021
Q4 | $1.05M | Sell |
6,600
-605
| -8% | -$95.8K | 0.04% | 73 |
|
|
2021
Q3 | $1.18M | Hold |
7,205
| – | – | 0.04% | 66 |
|
|
2021
Q2 | $1.12M | Hold |
7,205
| – | – | 0.04% | 68 |
|
|
2021
Q1 | $1.1M | Sell |
7,205
-102
| -1% | -$15.5K | 0.04% | 66 |
|
|
2020
Q4 | $929K | Sell |
7,307
-789
| -10% | -$100K | 0.04% | 73 |
|
|
2020
Q3 | $779K | Sell |
8,096
-354
| -4% | -$34.1K | 0.04% | 76 |
|
|
2020
Q2 | $795K | Hold |
8,450
| – | – | 0.04% | 76 |
|
|
2020
Q1 | $761K | Buy |
8,450
+225
| +3% | +$20.3K | 0.05% | 77 |
|
|
2019
Q4 | $1.15M | Sell |
8,225
-633
| -7% | -$88.3K | 0.06% | 76 |
|
|
2019
Q3 | $1.04M | Sell |
8,858
-70
| -0.8% | -$8.23K | 0.06% | 74 |
|
|
2019
Q2 | $998K | Hold |
8,928
| – | – | 0.05% | 80 |
|
|
2019
Q1 | $904K | Buy |
8,928
+116
| +1% | +$11.7K | 0.05% | 83 |
|
|
2018
Q4 | $860K | Sell |
8,812
-1,287
| -13% | -$126K | 0.05% | 81 |
|
|
2018
Q3 | $1.14M | Buy |
10,099
+503
| +5% | +$56.8K | 0.06% | 69 |
|
|
2018
Q2 | $1M | Hold |
9,596
| – | – | 0.06% | 69 |
|
|
2018
Q1 | $1.06M | Buy |
9,596
+12
| +0.1% | +$1.32K | 0.06% | 67 |
|
|
2017
Q4 | $1.03M | Sell |
9,584
-943
| -9% | -$101K | 0.06% | 68 |
|
|
2017
Q3 | $1.01M | Buy |
10,527
+18
| +0.2% | +$1.72K | 0.06% | 71 |
|
|
2017
Q2 | $961K | Hold |
10,509
| – | – | 0.06% | 71 |
|
|
2017
Q1 | $923K | Sell |
10,509
-1,056
| -9% | -$92.7K | 0.07% | 68 |
|
|
2016
Q4 | $998K | Sell |
11,565
-2,122
| -16% | -$183K | 0.08% | 64 |
|
|
2016
Q3 | $911K | Hold |
13,687
| – | – | 0.07% | 65 |
|
|
2016
Q2 | $851K | Hold |
13,687
| – | – | 0.07% | 62 |
|
|
2016
Q1 | $811K | Sell |
13,687
-574
| -4% | -$34K | 0.07% | 61 |
|
|
2015
Q4 | $942K | Buy |
14,261
+902
| +7% | +$59.6K | 0.08% | 58 |
|
|
2015
Q3 | $814K | Hold |
13,359
| – | – | 0.07% | 60 |
|
|
2015
Q2 | $905K | Hold |
13,359
| – | – | 0.08% | 61 |
|
|
2015
Q1 | $809K | Sell |
13,359
-28
| -0.2% | -$1.7K | 0.07% | 58 |
|
|
2014
Q4 | $838K | Sell |
13,387
-120
| -0.9% | -$7.51K | 0.08% | 60 |
|
|
2014
Q3 | $814K | Hold |
13,507
| – | – | 0.08% | 57 |
|
|
2014
Q2 | $778K | Sell |
13,507
-6
| -0% | -$346 | 0.08% | 58 |
|
|
2014
Q1 | $820K | Sell |
13,513
-58
| -0.4% | -$3.52K | 0.08% | 55 |
|
|
2013
Q4 | $794K | Sell |
13,571
-950
| -7% | -$55.6K | 0.08% | 58 |
|
|
2013
Q3 | $751K | Buy |
14,521
+1,939
| +15% | +$100K | 0.09% | 53 |
|
|
2013
Q2 | $664K | Buy |
+12,582
| New | +$664K | 0.08% | 52 |
|