Allie Family Office’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 | $490K | Hold |
1,691
| – | – | 0.24% | 51 |
|
|
2025
Q1 | $415K | Sell |
1,691
-3,850
| -69% | -$944K | 0.23% | 58 |
|
|
2024
Q4 | $1.33M | Hold |
5,541
| – | – | 0.74% | 24 |
|
|
2024
Q3 | $1.17M | Hold |
5,541
| – | – | 0.63% | 25 |
|
|
2024
Q2 | $1.12M | Hold |
5,541
| – | – | 0.67% | 26 |
|
|
2024
Q1 | $1.11M | Hold |
5,541
| – | – | 0.65% | 28 |
|
|
2023
Q4 | $943K | Hold |
5,541
| – | – | 0.65% | 23 |
|
|
2023
Q3 | $804K | Hold |
5,541
| – | – | 0.65% | 22 |
|
|
2023
Q2 | $806K | Hold |
5,541
| – | – | 0.58% | 26 |
|
|
2023
Q1 | $722K | Hold |
5,541
| – | – | 0.54% | 31 |
|
|
2022
Q4 | $743K | Hold |
5,541
| – | – | 0.61% | 25 |
|
|
2022
Q3 | $579K | Hold |
5,541
| – | – | 0.5% | 32 |
|
|
2022
Q2 | $624K | Buy |
5,541
+1,691
| +44% | +$190K | 0.51% | 32 |
|
|
2022
Q1 | $525K | Buy |
+3,850
| New | +$525K | 0.4% | 40 |
|