Alliance Wealth Advisors (Utah)’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 | $515K | Buy |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $481K | Sell |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $493K | Buy |
|