ACM
Allred Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
12,155
-260
| -2% | -$75.4K | 1.32% | 16 |
|
|
2025
Q1 | $3.05M | Buy |
12,415
+41
| +0.3% | +$10.1K | 1.22% | 19 |
|
|
2024
Q4 | $2.97M | Sell |
12,374
-1,147
| -8% | -$275K | 1.15% | 20 |
|
|
2024
Q3 | $2.85M | Sell |
13,521
-94
| -0.7% | -$19.8K | 1.12% | 20 |
|
|
2024
Q2 | $2.75M | Buy |
13,615
+706
| +5% | +$143K | 1.06% | 21 |
|
|
2024
Q1 | $2.59M | Buy |
12,909
+1,341
| +12% | +$269K | 1.01% | 20 |
|
|
2023
Q4 | $1.97M | Sell |
11,568
-281
| -2% | -$47.8K | 0.86% | 27 |
|
|
2023
Q3 | $1.72M | Buy |
11,849
+245
| +2% | +$35.5K | 0.86% | 26 |
|
|
2023
Q2 | $1.69M | Buy |
11,604
+795
| +7% | +$116K | 0.83% | 26 |
|
|
2023
Q1 | $1.41M | Buy |
10,809
+949
| +10% | +$124K | 0.75% | 30 |
|
|
2022
Q4 | $1.32M | Sell |
9,860
-93
| -0.9% | -$12.5K | 0.73% | 28 |
|
|
2022
Q3 | $1.04M | Sell |
9,953
-336
| -3% | -$35.1K | 0.65% | 36 |
|
|
2022
Q2 | $1.16M | Sell |
10,289
-788
| -7% | -$88.7K | 0.73% | 34 |
|
|
2022
Q1 | $1.51M | Buy |
11,077
+256
| +2% | +$34.9K | 0.8% | 32 |
|
|
2021
Q4 | $1.71M | Buy |
10,821
+117
| +1% | +$18.5K | 0.83% | 29 |
|
|
2021
Q3 | $1.75M | Sell |
10,704
-245
| -2% | -$40.1K | 0.92% | 27 |
|
|
2021
Q2 | $1.7M | Buy |
10,949
+349
| +3% | +$54.3K | 0.84% | 31 |
|
|
2021
Q1 | $1.61M | Buy |
10,600
+314
| +3% | +$47.8K | 0.73% | 27 |
|
|
2020
Q4 | $1.31M | Buy |
10,286
+709
| +7% | +$90.1K | 0.71% | 29 |
|
|
2020
Q3 | $921K | Sell |
9,577
-2,113
| -18% | -$203K | 0.56% | 51 |
|
|
2020
Q2 | $1.1M | Buy |
11,690
+802
| +7% | +$75.4K | 0.7% | 36 |
|
|
2020
Q1 | $980K | Buy |
10,888
+1,484
| +16% | +$134K | 0.76% | 38 |
|
|
2019
Q4 | $1.31M | Sell |
9,404
-1,008
| -10% | -$141K | 0.72% | 33 |
|
|
2019
Q3 | $1.2M | Sell |
10,412
-518
| -5% | -$59.9K | 0.73% | 39 |
|
|
2019
Q2 | $1.24M | Sell |
10,930
-5
| -0% | -$569 | 0.71% | 40 |
|
|
2019
Q1 | $1.15M | Sell |
10,935
-14
| -0.1% | -$1.47K | 0.65% | 41 |
|
|
2018
Q4 | $1.07M | Buy |
+10,949
| New | +$1.07M | 0.71% | 38 |
|