Alley Investment Management Company’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 | $37.3M | Sell |
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|
2025
Q1 | $31.8M | Buy |
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|
2024
Q4 | $31M | Buy |
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|
2024
Q3 | $27M | Sell |
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|
2024
Q2 | $26M | Sell |
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|
2024
Q1 | $26.6M | Sell |
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|
2023
Q4 | $22.8M | Buy |
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|
2023
Q3 | $18.4M | Buy |
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|
2023
Q2 | $18.4M | Sell |
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|
2023
Q1 | $16.5M | Buy |
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|
2022
Q4 | $16.5M | Sell |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $13.9M | Buy |
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|
2022
Q1 | $16.8M | Buy |
|