Aljian Capital 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 | $5.42M | Sell |
18,686
-357
| -2% | -$103K | 1.19% | 15 |
|
|
2025
Q1 | $4.67M | Sell |
19,043
-25
| -0.1% | -$6.13K | 1.11% | 16 |
|
|
2024
Q4 | $4.57M | Sell |
19,068
-204
| -1% | -$48.9K | 0.99% | 18 |
|
|
2024
Q3 | $4.06M | Buy |
+19,272
| New | +$4.06M | 0.95% | 17 |
|
|
2024
Q1 | – | Sell |
-2,700
| Closed | -$459K | – | 40 |
|
|
2023
Q4 | $459K | Hold |
2,700
| – | – | 0.19% | 31 |
|
|
2023
Q3 | $392K | Hold |
2,700
| – | – | 0.18% | 31 |
|
|
2023
Q2 | $393K | Hold |
2,700
| – | – | 0.18% | 37 |
|
|
2023
Q1 | $352K | Sell |
2,700
-200
| -7% | -$26.1K | 0.18% | 37 |
|
|
2022
Q4 | $389K | Hold |
2,900
| – | – | 0.22% | 36 |
|
|
2022
Q3 | $304K | Hold |
2,900
| – | – | 0.17% | 41 |
|
|
2022
Q2 | $325K | Hold |
2,900
| – | – | 0.18% | 42 |
|
|
2022
Q1 | $399K | Hold |
2,900
| – | – | 0.16% | 43 |
|
|
2021
Q4 | $459K | Sell |
2,900
-150
| -5% | -$23.7K | 0.17% | 43 |
|
|
2021
Q3 | $502K | Sell |
3,050
-200
| -6% | -$32.9K | 0.22% | 38 |
|
|
2021
Q2 | $506K | Sell |
3,250
-100
| -3% | -$15.6K | 0.22% | 39 |
|
|
2021
Q1 | $510K | Sell |
3,350
-277
| -8% | -$42.2K | 0.24% | 39 |
|
|
2020
Q4 | $461K | Sell |
3,627
-73
| -2% | -$9.28K | 0.23% | 36 |
|
|
2020
Q3 | $356K | Sell |
3,700
-150
| -4% | -$14.4K | 0.2% | 39 |
|
|
2020
Q2 | $541K | Buy |
3,850
+223
| +6% | +$31.3K | 0.35% | 29 |
|
|
2020
Q1 | $333K | Buy |
3,627
+177
| +5% | +$16.3K | 0.27% | 35 |
|
|
2019
Q4 | $481K | Hold |
3,450
| – | – | 0.36% | 34 |
|
|
2019
Q3 | $406K | Hold |
3,450
| – | – | 0.34% | 37 |
|
|
2019
Q2 | $386K | Hold |
3,450
| – | – | 0.32% | 38 |
|
|
2019
Q1 | $349K | Sell |
3,450
-100
| -3% | -$10.1K | 0.3% | 44 |
|
|
2018
Q4 | $347K | Buy |
+3,550
| New | +$347K | 0.35% | 41 |
|