Allegheny Financial Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.94M	Buy	10,002 +16	+0.2%	+$4.86K	0.4%	44
2025 Q4	$3.22M	Buy	9,986 +48	+0.5%	+$14.9K	0.48%	37
2025 Q3	$3.13M	Buy	9,938 +24	+0.2%	+$7.14K	0.59%	31
2025 Q2	$2.87M	Buy	9,914 +131	+1%	+$33.4K	0.64%	25
2025 Q1	$2.4M	Buy	9,783 +1,443	+17%	+$368K	0.62%	28
2024 Q4	$2M	Sell	8,340 -233	-3%	-$54.3K	0.51%	36
2024 Q3	$1.81M	Buy	8,573 +3	+0%	+$632	0.45%	39
2024 Q2	$1.73M	Buy	8,570 +2,157	+34%	+$422K	0.5%	33
2024 Q1	$1.28M	Sell	6,413 -821	-11%	-$148K	0.4%	49
2023 Q4	$1.23M	Buy	7,234 +72	+1%	+$10.9K	0.4%	45
2023 Q3	$1.04M	Sell	7,162 -972	-12%	-$146K	0.39%	48
2023 Q2	$1.18M	Sell	8,134 -291	-3%	-$40K	0.56%	32
2023 Q1	$1.1M	Buy	8,425 +426	+5%	+$58.4K	0.44%	43
2022 Q4	$1.07M	Buy	7,999 +211	+3%	+$26.7K	0.45%	43
2022 Q3	$813K	Buy	7,788 +597	+8%	+$68.5K	0.38%	52
2022 Q2	$810K	Buy	7,191 +1,027	+17%	+$127K	0.38%	57
2022 Q1	$840K	Buy	6,164 +50	+0.8%	+$7.38K	0.36%	56
2021 Q4	$968K	Buy	6,114 +9	+0.1%	+$1.48K	0.39%	48
2021 Q3	$999K	Sell	6,105 -67	-1%	-$10.5K	0.46%	40
2021 Q2	$960K	Buy	6,172 +156	+3%	+$24.5K	0.43%	42
2021 Q1	$916K	Sell	6,016 -96	-2%	-$13.8K	0.67%	27
2020 Q4	$777K	Buy	+6,112	New	+$683K	0.42%	41