Alliance Wealth Management Group’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 | $1.26M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $1,000K | Hold |
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|
2023
Q4 | $849K | Buy |
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|
2023
Q2 | $726K | Sell |
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|
2023
Q1 | $683K | Hold |
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|
2022
Q4 | $703K | Buy |
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|
2022
Q3 | $541K | Sell |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $889K | Hold |
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|
2021
Q3 | $919K | Hold |
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|
2021
Q2 | $873K | Sell |
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|
2021
Q1 | $954K | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $991K | Buy |
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|
2020
Q2 | $960K | Hold |
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|
2020
Q1 | $919K | Sell |
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|
2019
Q4 | $2.91M | Buy |
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|
2019
Q3 | $2.39M | Sell |
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|
2019
Q2 | $2.34M | Hold |
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|
2019
Q1 | $2.12M | Hold |
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|
2018
Q4 | $2.04M | Hold |
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|
2018
Q3 | $2.36M | Hold |
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|
2018
Q2 | $2.18M | Hold |
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|
2018
Q1 | $2.3M | Buy |
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|
2017
Q4 | $2.23M | Sell |
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|
2017
Q3 | $4.02M | Buy |
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|
2017
Q2 | $1.92M | Hold |
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|
2017
Q1 | $1.86M | Hold |
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|
2016
Q4 | $1.82M | Sell |
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|
2016
Q3 | $1.54M | Sell |
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|
2016
Q2 | $1.81M | Sell |
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|
2016
Q1 | $1.82M | Hold |
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|
2015
Q4 | $2.03M | Buy |
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