Alhambra Investment Management’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
Q3
$2.31M Sell
2025
Q2
$2.14M Sell
2025
Q1
$1.9M Sell
2024
Q4
$1.88M Sell
2024
Q3
$1.66M Buy
2024
Q2
$1.54M Buy
2024
Q1
$1.53M Sell
2023
Q4
$1.31M Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.13M Sell
2023
Q1
$1.03M Buy
2022
Q4
$1.06M Buy
2022
Q3
$815K Buy
2022
Q2
$868K Buy
2022
Q1
$1.04M Buy
2021
Q4
$1.17M Sell
2021
Q3
$1.27M Sell
2021
Q2
$1.23M Buy
2021
Q1
$1.19M Buy
2020
Q4
$984K Sell
2020
Q3
$751K Buy
2020
Q2
$733K Sell
2020
Q1
$720K Buy
2019
Q4
$1.11M Buy