Alliance Wealth Advisors (Pennsylvania)’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 | $1.33M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $991K | Sell |
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|
2024
Q1 | $985K | Buy |
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|
2023
Q4 | $821K | Sell |
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|
2023
Q3 | $723K | Sell |
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|
2023
Q2 | $753K | Buy |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $648K | Sell |
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|
2022
Q3 | $540K | Sell |
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|
2022
Q2 | $598K | Buy |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $466K | Buy |
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|
2021
Q1 | $454K | Sell |
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|
2020
Q4 | $379K | Buy |
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