Allegiance Financial Group Advisory Services’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 | $278K | Sell |
960
-772
| -45% | -$224K | 0.07% | 116 |
|
|
2025
Q1 | $425K | Buy |
1,732
+273
| +19% | +$67K | 0.13% | 61 |
|
|
2024
Q4 | $350K | Sell |
1,459
-86
| -6% | -$20.6K | 0.11% | 63 |
|
|
2024
Q3 | $326K | Sell |
1,545
-136
| -8% | -$28.7K | 0.11% | 57 |
|
|
2024
Q2 | $340K | Buy |
1,681
+2
| +0.1% | +$405 | 0.13% | 53 |
|
|
2024
Q1 | $336K | Sell |
1,679
-43
| -2% | -$8.61K | 0.14% | 56 |
|
|
2023
Q4 | $293K | Buy |
1,722
+48
| +3% | +$8.16K | 0.14% | 54 |
|
|
2023
Q3 | $243K | Buy |
1,674
+2
| +0.1% | +$290 | 0.14% | 55 |
|
|
2023
Q2 | $243K | Buy |
1,672
+2
| +0.1% | +$291 | 0.14% | 53 |
|
|
2023
Q1 | $218K | Buy |
1,670
+2
| +0.1% | +$261 | 0.16% | 59 |
|
|
2022
Q4 | $224K | Buy |
+1,668
| New | +$224K | 0.21% | 59 |
|