Alliance Wealth Advisors (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
4,209
-365
| -8% | -$106K | 0.62% | 26 |
|
|
2025
Q1 | $1.12M | Sell |
4,574
-275
| -6% | -$67.5K | 0.64% | 29 |
|
|
2024
Q4 | $1.16M | Sell |
4,849
-111
| -2% | -$26.6K | 0.65% | 31 |
|
|
2024
Q3 | $1.05M | Buy |
4,960
+61
| +1% | +$12.9K | 0.6% | 33 |
|
|
2024
Q2 | $991K | Sell |
4,899
-17
| -0.3% | -$3.44K | 0.62% | 33 |
|
|
2024
Q1 | $985K | Buy |
4,916
+89
| +2% | +$17.8K | 0.62% | 31 |
|
|
2023
Q4 | $821K | Sell |
4,827
-161
| -3% | -$27.4K | 0.54% | 34 |
|
|
2023
Q3 | $723K | Sell |
4,988
-186
| -4% | -$27K | 0.52% | 41 |
|
|
2023
Q2 | $753K | Buy |
5,174
+207
| +4% | +$30.1K | 0.54% | 39 |
|
|
2023
Q1 | $647K | Buy |
4,967
+136
| +3% | +$17.7K | 0.49% | 46 |
|
|
2022
Q4 | $648K | Sell |
4,831
-338
| -7% | -$45.3K | 0.54% | 43 |
|
|
2022
Q3 | $540K | Sell |
5,169
-144
| -3% | -$15K | 0.5% | 45 |
|
|
2022
Q2 | $598K | Buy |
5,313
+2,459
| +86% | +$277K | 0.52% | 45 |
|
|
2022
Q1 | $389K | Sell |
2,854
-311
| -10% | -$42.4K | 0.32% | 70 |
|
|
2021
Q4 | $501K | Sell |
3,165
-62
| -2% | -$9.81K | 0.41% | 60 |
|
|
2021
Q3 | $528K | Buy |
3,227
+228
| +8% | +$37.3K | 0.47% | 54 |
|
|
2021
Q2 | $466K | Buy |
2,999
+19
| +0.6% | +$2.95K | 0.42% | 59 |
|
|
2021
Q1 | $454K | Sell |
2,980
-1
| -0% | -$152 | 0.45% | 57 |
|
|
2020
Q4 | $379K | Buy |
+2,981
| New | +$379K | 0.4% | 64 |
|