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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $813K | Buy |
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|
2022
Q2 | $810K | Buy |
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|
2022
Q1 | $840K | Buy |
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|
2021
Q4 | $968K | Buy |
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|
2021
Q3 | $999K | Sell |
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|
2021
Q2 | $960K | Buy |
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|
2021
Q1 | $916K | Sell |
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|
2020
Q4 | $777K | Buy |
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