Allegheny Financial Group’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 | $2.87M | Buy |
9,914
+131
| +1% | +$38K | 0.64% | 25 |
|
|
2025
Q1 | $2.4M | Buy |
9,783
+1,443
| +17% | +$354K | 0.62% | 28 |
|
|
2024
Q4 | $2M | Sell |
8,340
-233
| -3% | -$55.9K | 0.51% | 36 |
|
|
2024
Q3 | $1.81M | Buy |
8,573
+3
| +0% | +$633 | 0.45% | 39 |
|
|
2024
Q2 | $1.73M | Buy |
8,570
+2,157
| +34% | +$436K | 0.5% | 33 |
|
|
2024
Q1 | $1.28M | Sell |
6,413
-821
| -11% | -$164K | 0.4% | 49 |
|
|
2023
Q4 | $1.23M | Buy |
7,234
+72
| +1% | +$12.2K | 0.4% | 45 |
|
|
2023
Q3 | $1.04M | Sell |
7,162
-972
| -12% | -$141K | 0.39% | 48 |
|
|
2023
Q2 | $1.18M | Sell |
8,134
-291
| -3% | -$42.3K | 0.56% | 32 |
|
|
2023
Q1 | $1.1M | Buy |
8,425
+426
| +5% | +$55.5K | 0.44% | 43 |
|
|
2022
Q4 | $1.07M | Buy |
7,999
+211
| +3% | +$28.3K | 0.45% | 43 |
|
|
2022
Q3 | $813K | Buy |
7,788
+597
| +8% | +$62.3K | 0.38% | 52 |
|
|
2022
Q2 | $810K | Buy |
7,191
+1,027
| +17% | +$116K | 0.38% | 57 |
|
|
2022
Q1 | $840K | Buy |
6,164
+50
| +0.8% | +$6.81K | 0.36% | 56 |
|
|
2021
Q4 | $968K | Buy |
6,114
+9
| +0.1% | +$1.43K | 0.39% | 48 |
|
|
2021
Q3 | $999K | Sell |
6,105
-67
| -1% | -$11K | 0.46% | 40 |
|
|
2021
Q2 | $960K | Buy |
6,172
+156
| +3% | +$24.3K | 0.43% | 42 |
|
|
2021
Q1 | $916K | Sell |
6,016
-96
| -2% | -$14.6K | 0.67% | 27 |
|
|
2020
Q4 | $777K | Buy |
+6,112
| New | +$777K | 0.42% | 41 |
|