AF
Ally Financial’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-23,000
| Closed | -$5.64M | – | 113 |
|
2025
Q1 | $5.64M | Buy |
+23,000
| New | +$5.64M | 0.63% | 32 |
|
2023
Q4 | – | Sell |
-72,000
| Closed | -$10.4M | – | 105 |
|
2023
Q3 | $10.4M | Hold |
72,000
| – | – | 1.53% | 17 |
|
2023
Q2 | $10.5M | Hold |
72,000
| – | – | 1.46% | 20 |
|
2023
Q1 | $9.38M | Sell |
72,000
-39,000
| -35% | -$5.08M | 1.39% | 21 |
|
2022
Q4 | $14.9M | Hold |
111,000
| – | – | 2.32% | 13 |
|
2022
Q3 | $11.6M | Hold |
111,000
| – | – | 1.91% | 15 |
|
2022
Q2 | $12.5M | Hold |
111,000
| – | – | 1.7% | 18 |
|
2022
Q1 | $15.1M | Buy |
111,000
+81,000
| +270% | +$11M | 1.74% | 18 |
|
2021
Q4 | $4.75M | Buy |
+30,000
| New | +$4.75M | 0.43% | 56 |
|
2021
Q3 | – | Sell |
-35,000
| Closed | -$5.44M | – | 124 |
|
2021
Q2 | $5.44M | Buy |
35,000
+15,000
| +75% | +$2.33M | 0.54% | 54 |
|
2021
Q1 | $3.05M | Sell |
20,000
-100,000
| -83% | -$15.2M | 0.29% | 78 |
|
2020
Q4 | $15.2M | Buy |
120,000
+20,000
| +20% | +$2.54M | 1.43% | 13 |
|
2020
Q3 | $9.63M | Buy |
100,000
+24,000
| +32% | +$2.31M | 1.55% | 14 |
|
2020
Q2 | $7.15M | Buy |
76,000
+10,000
| +15% | +$941K | 1.18% | 22 |
|
2020
Q1 | $5.94M | Buy |
+66,000
| New | +$5.94M | 0.63% | 27 |
|
2019
Q4 | – | Sell |
-78,000
| Closed | -$9.18M | – | 122 |
|
2019
Q3 | $9.18M | Hold |
78,000
| – | – | 1.63% | 13 |
|
2019
Q2 | $8.72M | Buy |
78,000
+32,000
| +70% | +$3.58M | 1.5% | 14 |
|
2019
Q1 | $4.66M | Hold |
46,000
| – | – | 0.89% | 32 |
|
2018
Q4 | $4.49M | Buy |
46,000
+36,000
| +360% | +$3.51M | 0.59% | 31 |
|
2018
Q3 | $1.13M | Sell |
10,000
-65,000
| -87% | -$7.33M | 0.22% | 86 |
|
2018
Q2 | $7.82M | Buy |
75,000
+6,000
| +9% | +$625K | 1.54% | 16 |
|
2018
Q1 | $7.59M | Buy |
69,000
+34,000
| +97% | +$3.74M | 1.14% | 24 |
|
2017
Q4 | $3.74M | Buy |
35,000
+25,000
| +250% | +$2.67M | 0.72% | 41 |
|
2017
Q3 | $955K | Sell |
10,000
-75,000
| -88% | -$7.16M | 0.18% | 101 |
|
2017
Q2 | $7.77M | Buy |
85,000
+45,000
| +113% | +$4.11M | 1.54% | 14 |
|
2017
Q1 | $3.51M | Buy |
+40,000
| New | +$3.51M | 0.79% | 41 |
|
2016
Q3 | – | Sell |
-125,000
| Closed | -$7.77M | – | 112 |
|
2016
Q2 | $7.77M | Buy |
125,000
+40,000
| +47% | +$2.49M | 1.3% | 20 |
|
2016
Q1 | $5.03M | Buy |
85,000
+5,000
| +6% | +$296K | 0.7% | 36 |
|
2015
Q4 | $5.28M | Buy |
80,000
+20,000
| +33% | +$1.32M | 0.74% | 34 |
|
2015
Q3 | $3.66M | Buy |
+60,000
| New | +$3.66M | 0.37% | 66 |
|
2015
Q2 | – | Sell |
-260,000
| Closed | -$15.8M | – | 142 |
|
2015
Q1 | $15.8M | Buy |
260,000
+90,000
| +53% | +$5.45M | 1.63% | 12 |
|
2014
Q4 | $10.6M | Sell |
170,000
-15,000
| -8% | -$939K | 1.17% | 20 |
|
2014
Q3 | $11.1M | Hold |
185,000
| – | – | 1.53% | 15 |
|
2014
Q2 | $10.7M | Sell |
185,000
-30,000
| -14% | -$1.73M | 1.25% | 23 |
|
2014
Q1 | $13.1M | Sell |
215,000
-145,000
| -40% | -$8.8M | 1.39% | 17 |
|
2013
Q4 | $21.1M | Buy |
360,000
+60,000
| +20% | +$3.51M | 2.24% | 4 |
|
2013
Q3 | $15.5M | Buy |
300,000
+50,000
| +20% | +$2.58M | 1.69% | 16 |
|
2013
Q2 | $13.2M | Buy |
+250,000
| New | +$13.2M | 1.3% | 22 |
|