AWMG
Alliance Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
4,346
-402
| -8% | -$117K | 0.32% | 41 |
|
|
2025
Q1 | $1.16M | Sell |
4,748
-358
| -7% | -$87.8K | 0.31% | 42 |
|
|
2024
Q4 | $1.22M | Sell |
5,106
-40
| -0.8% | -$9.59K | 0.33% | 41 |
|
|
2024
Q3 | $1.09M | Buy |
5,146
+155
| +3% | +$32.7K | 0.29% | 44 |
|
|
2024
Q2 | $1.01M | Hold |
4,991
| – | – | 0.29% | 43 |
|
|
2024
Q1 | $1,000K | Hold |
4,991
| – | – | 0.29% | 44 |
|
|
2023
Q4 | $849K | Buy |
+4,991
| New | +$849K | 0.26% | 44 |
|
|
2023
Q2 | $726K | Sell |
4,991
-251
| -5% | -$36.5K | 0.24% | 45 |
|
|
2023
Q1 | $683K | Hold |
5,242
| – | – | 0.23% | 44 |
|
|
2022
Q4 | $703K | Buy |
5,242
+62
| +1% | +$8.31K | 0.26% | 44 |
|
|
2022
Q3 | $541K | Sell |
5,180
-400
| -7% | -$41.8K | 0.21% | 45 |
|
|
2022
Q2 | $628K | Sell |
5,580
-135
| -2% | -$15.2K | 0.23% | 46 |
|
|
2022
Q1 | $779K | Buy |
5,715
+100
| +2% | +$13.6K | 0.25% | 44 |
|
|
2021
Q4 | $889K | Hold |
5,615
| – | – | 0.28% | 42 |
|
|
2021
Q3 | $919K | Hold |
5,615
| – | – | 0.3% | 41 |
|
|
2021
Q2 | $873K | Sell |
5,615
-653
| -10% | -$102K | 0.29% | 40 |
|
|
2021
Q1 | $954K | Sell |
6,268
-2,589
| -29% | -$394K | 0.36% | 33 |
|
|
2020
Q4 | $1.13M | Sell |
8,857
-1,434
| -14% | -$182K | 0.44% | 31 |
|
|
2020
Q3 | $991K | Buy |
10,291
+80
| +0.8% | +$7.7K | 0.43% | 32 |
|
|
2020
Q2 | $960K | Hold |
10,211
| – | – | 0.44% | 31 |
|
|
2020
Q1 | $919K | Sell |
10,211
-10,693
| -51% | -$962K | 0.49% | 30 |
|
|
2019
Q4 | $2.91M | Buy |
20,904
+591
| +3% | +$82.4K | 1.3% | 19 |
|
|
2019
Q3 | $2.39M | Sell |
20,313
-591
| -3% | -$69.6K | 1.15% | 20 |
|
|
2019
Q2 | $2.34M | Hold |
20,904
| – | – | 1.15% | 21 |
|
|
2019
Q1 | $2.12M | Hold |
20,904
| – | – | 1.12% | 20 |
|
|
2018
Q4 | $2.04M | Hold |
20,904
| – | – | 1.22% | 21 |
|
|
2018
Q3 | $2.36M | Hold |
20,904
| – | – | 1.29% | 19 |
|
|
2018
Q2 | $2.18M | Hold |
20,904
| – | – | 1.26% | 20 |
|
|
2018
Q1 | $2.3M | Buy |
20,904
+37
| +0.2% | +$4.07K | 1.08% | 23 |
|
|
2017
Q4 | $2.23M | Sell |
20,867
-21,247
| -50% | -$2.27M | 1.11% | 22 |
|
|
2017
Q3 | $4.02M | Buy |
42,114
+21,057
| +100% | +$2.01M | 1.02% | 25 |
|
|
2017
Q2 | $1.92M | Hold |
21,057
| – | – | 1.08% | 26 |
|
|
2017
Q1 | $1.86M | Hold |
21,057
| – | – | 1.07% | 25 |
|
|
2016
Q4 | $1.82M | Sell |
21,057
-2,000
| -9% | -$173K | 1.34% | 12 |
|
|
2016
Q3 | $1.54M | Sell |
23,057
-6,000
| -21% | -$400K | 1.08% | 10 |
|
|
2016
Q2 | $1.81M | Sell |
29,057
-1,620
| -5% | -$101K | 1.27% | 9 |
|
|
2016
Q1 | $1.82M | Hold |
30,677
| – | – | 1.54% | 8 |
|
|
2015
Q4 | $2.03M | Buy |
+30,677
| New | +$2.03M | 1.93% | 11 |
|