Alley Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $19.2M | Buy |
121,284
+2,040
| +2% | +$323K | 3.05% | 7 |
|
|
2021
Q3 | $19.5M | Buy |
119,244
+1,734
| +1% | +$284K | 3.5% | 1 |
|
|
2021
Q2 | $18.3M | Buy |
117,510
+1,725
| +1% | +$268K | 3.32% | 2 |
|
|
2021
Q1 | $17.6M | Buy |
115,785
+453
| +0.4% | +$69K | 3.48% | 1 |
|
|
2020
Q4 | $14.7M | Sell |
115,332
-357,637
| -76% | -$45.4M | 3.05% | 4 |
|
|
2020
Q3 | $45.5M | Buy |
472,969
+2,600
| +0.6% | +$250K | 3.3% | 7 |
|
|
2020
Q2 | $44.2M | Buy |
470,369
+117,528
| +33% | +$11.1M | 3.42% | 6 |
|
|
2020
Q1 | $31.8M | Buy |
352,841
+248,263
| +237% | +$22.4M | 3.67% | 4 |
|
|
2019
Q4 | $14.6M | Buy |
104,578
+1,039
| +1% | +$145K | 3.75% | 1 |
|
|
2019
Q3 | $12.2M | Sell |
103,539
-51
| -0% | -$6K | 3.33% | 2 |
|
|
2019
Q2 | $11.6M | Sell |
103,590
-829
| -0.8% | -$92.7K | 3.28% | 2 |
|
|
2019
Q1 | $10.6M | Buy |
104,419
+2,042
| +2% | +$207K | 3.11% | 3 |
|
|
2018
Q4 | $9.99M | Buy |
102,377
+4,265
| +4% | +$416K | 3.29% | 3 |
|
|
2018
Q3 | $11.1M | Buy |
98,112
+2,166
| +2% | +$244K | 3.39% | 2 |
|
|
2018
Q2 | $10M | Sell |
95,946
-214
| -0.2% | -$22.3K | 3.37% | 2 |
|
|
2018
Q1 | $10.6M | Sell |
96,160
-1,055
| -1% | -$116K | 3.63% | 1 |
|
|
2017
Q4 | $10.4M | Sell |
97,215
-5,150
| -5% | -$551K | 3.56% | 1 |
|
|
2017
Q3 | $9.78M | Sell |
102,365
-1,040
| -1% | -$99.3K | 3.55% | 1 |
|
|
2017
Q2 | $9.45M | Buy |
103,405
+1,954
| +2% | +$179K | 3.56% | 2 |
|
|
2017
Q1 | $8.91M | Buy |
101,451
+6,446
| +7% | +$566K | 3.52% | 2 |
|
|
2016
Q4 | $8.2M | Sell |
95,005
-1,591
| -2% | -$137K | 3.6% | 2 |
|
|
2016
Q3 | $6.43M | Buy |
96,596
+914
| +1% | +$60.9K | 2.87% | 3 |
|
|
2016
Q2 | $5.95M | Buy |
95,682
+2,455
| +3% | +$153K | 2.7% | 8 |
|
|
2016
Q1 | $5.52M | Buy |
93,227
+41
| +0% | +$2.43K | 2.65% | 6 |
|
|
2015
Q4 | $6.15M | Buy |
93,186
+2,766
| +3% | +$183K | 3% | 4 |
|
|
2015
Q3 | $5.51M | Buy |
90,420
+17,698
| +24% | +$1.08M | 2.84% | 5 |
|
|
2015
Q2 | $4.93M | Sell |
72,722
-21
| -0% | -$1.42K | 2.43% | 5 |
|
|
2015
Q1 | $4.41M | Buy |
72,743
+4,404
| +6% | +$267K | 2.16% | 9 |
|
|
2014
Q4 | $4.28M | Buy |
68,339
+3,188
| +5% | +$200K | 2.2% | 10 |
|
|
2014
Q3 | $3.93M | Buy |
65,151
+1,280
| +2% | +$77.1K | 2.83% | 4 |
|
|
2014
Q2 | $3.68M | Sell |
63,871
-3,840
| -6% | -$221K | 2.62% | 6 |
|
|
2014
Q1 | $4.11M | Buy |
67,711
+2,043
| +3% | +$124K | 2.9% | 3 |
|
|
2013
Q4 | $3.84M | Buy |
65,668
+37
| +0.1% | +$2.16K | 2.78% | 2 |
|
|
2013
Q3 | $3.39M | Buy |
65,631
+1,065
| +2% | +$55K | 2.71% | 3 |
|
|
2013
Q2 | $3.41M | Buy |
+64,566
| New | +$3.41M | 2.84% | 2 |
|