Alhambra Investment Management’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 | $2.14M | Sell |
7,393
-336
| -4% | -$97.4K | 1.06% | 26 |
|
|
2025
Q1 | $1.9M | Sell |
7,729
-94
| -1% | -$23.1K | 0.98% | 28 |
|
|
2024
Q4 | $1.88M | Sell |
7,823
-30
| -0.4% | -$7.19K | 0.96% | 27 |
|
|
2024
Q3 | $1.66M | Buy |
7,853
+223
| +3% | +$47K | 0.86% | 28 |
|
|
2024
Q2 | $1.54M | Buy |
7,630
+14
| +0.2% | +$2.83K | 0.85% | 29 |
|
|
2024
Q1 | $1.53M | Sell |
7,616
-72
| -0.9% | -$14.4K | 0.83% | 33 |
|
|
2023
Q4 | $1.31M | Sell |
7,688
-15
| -0.2% | -$2.55K | 0.78% | 32 |
|
|
2023
Q3 | $1.12M | Sell |
7,703
-88
| -1% | -$12.8K | 0.74% | 37 |
|
|
2023
Q2 | $1.13M | Sell |
7,791
-127
| -2% | -$18.5K | 0.75% | 35 |
|
|
2023
Q1 | $1.03M | Buy |
7,918
+46
| +0.6% | +$5.99K | 0.71% | 37 |
|
|
2022
Q4 | $1.06M | Buy |
7,872
+70
| +0.9% | +$9.39K | 0.77% | 35 |
|
|
2022
Q3 | $815K | Buy |
7,802
+93
| +1% | +$9.72K | 0.62% | 41 |
|
|
2022
Q2 | $868K | Buy |
7,709
+53
| +0.7% | +$5.97K | 0.63% | 41 |
|
|
2022
Q1 | $1.04M | Buy |
7,656
+253
| +3% | +$34.5K | 0.69% | 37 |
|
|
2021
Q4 | $1.17M | Sell |
7,403
-345
| -4% | -$54.6K | 0.82% | 32 |
|
|
2021
Q3 | $1.27M | Sell |
7,748
-150
| -2% | -$24.5K | 0.97% | 26 |
|
|
2021
Q2 | $1.23M | Buy |
7,898
+105
| +1% | +$16.3K | 0.92% | 27 |
|
|
2021
Q1 | $1.19M | Buy |
7,793
+48
| +0.6% | +$7.31K | 0.96% | 23 |
|
|
2020
Q4 | $984K | Sell |
7,745
-54
| -0.7% | -$6.86K | 1.05% | 19 |
|
|
2020
Q3 | $751K | Buy |
7,799
+4
| +0.1% | +$385 | 0.9% | 26 |
|
|
2020
Q2 | $733K | Sell |
7,795
-207
| -3% | -$19.5K | 0.96% | 21 |
|
|
2020
Q1 | $720K | Buy |
8,002
+10
| +0.1% | +$900 | 1.18% | 21 |
|
|
2019
Q4 | $1.11M | Buy |
+7,992
| New | +$1.11M | 1.28% | 19 |
|