Allie Family Office’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
Q3 | $533K | Hold |
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|
2025
Q2 | $490K | Hold |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $1.33M | Hold |
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|
2024
Q3 | $1.17M | Hold |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.11M | Hold |
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|
2023
Q4 | $943K | Hold |
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|
2023
Q3 | $804K | Hold |
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|
2023
Q2 | $806K | Hold |
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|
2023
Q1 | $722K | Hold |
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|
2022
Q4 | $743K | Hold |
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|
2022
Q3 | $579K | Hold |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $525K | Buy |
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