AIMC
Alley Investment Management Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3M | Sell |
128,570
-940
| -0.7% | -$273K | 4.51% | 1 |
|
|
2025
Q1 | $31.8M | Buy |
129,510
+264
| +0.2% | +$64.8K | 3.99% | 1 |
|
|
2024
Q4 | $31M | Buy |
129,246
+1,290
| +1% | +$309K | 3.92% | 2 |
|
|
2024
Q3 | $27M | Sell |
127,956
-399
| -0.3% | -$84.1K | 3.42% | 2 |
|
|
2024
Q2 | $26M | Sell |
128,355
-4,285
| -3% | -$867K | 3.55% | 3 |
|
|
2024
Q1 | $26.6M | Sell |
132,640
-1,539
| -1% | -$308K | 3.66% | 1 |
|
|
2023
Q4 | $22.8M | Buy |
134,179
+7,266
| +6% | +$1.24M | 3.34% | 3 |
|
|
2023
Q3 | $18.4M | Buy |
126,913
+530
| +0.4% | +$76.9K | 3.12% | 4 |
|
|
2023
Q2 | $18.4M | Sell |
126,383
-228
| -0.2% | -$33.2K | 2.97% | 4 |
|
|
2023
Q1 | $16.5M | Buy |
126,611
+3,733
| +3% | +$486K | 2.75% | 7 |
|
|
2022
Q4 | $16.5M | Sell |
122,878
-1,584
| -1% | -$212K | 2.83% | 6 |
|
|
2022
Q3 | $13M | Buy |
124,462
+991
| +0.8% | +$104K | 2.59% | 11 |
|
|
2022
Q2 | $13.9M | Buy |
123,471
+351
| +0.3% | +$39.5K | 2.62% | 9 |
|
|
2022
Q1 | $16.8M | Buy |
+123,120
| New | +$16.8M | 2.77% | 8 |
|