Allegiance Financial Group Advisory Services’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
Q3 | $352K | Buy |
|
|||||
|
2025
Q2 | $278K | Sell |
|
|||||
|
2025
Q1 | $425K | Buy |
|
|||||
|
2024
Q4 | $350K | Sell |
|
|||||
|
2024
Q3 | $326K | Sell |
|
|||||
|
2024
Q2 | $340K | Buy |
|
|||||
|
2024
Q1 | $336K | Sell |
|
|||||
|
2023
Q4 | $293K | Buy |
|
|||||
|
2023
Q3 | $243K | Buy |
|
|||||
|
2023
Q2 | $243K | Buy |
|
|||||
|
2023
Q1 | $218K | Buy |
|
|||||
|
2022
Q4 | $224K | Buy |
|