ACM
Alpha Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
39,510
-1,305
| -3% | -$378K | 1.97% | 10 |
|
|
2025
Q1 | $10M | Sell |
40,815
-2,165
| -5% | -$531K | 1.9% | 11 |
|
|
2024
Q4 | $10.3M | Sell |
42,980
-1,356
| -3% | -$325K | 1.89% | 14 |
|
|
2024
Q3 | $9.35M | Sell |
44,336
-1,012
| -2% | -$213K | 1.76% | 13 |
|
|
2024
Q2 | $9.17M | Sell |
45,348
-667
| -1% | -$135K | 1.79% | 14 |
|
|
2024
Q1 | $9.22M | Sell |
46,015
-2,045
| -4% | -$410K | 1.8% | 12 |
|
|
2023
Q4 | $8.18M | Sell |
48,060
-367
| -0.8% | -$62.4K | 1.69% | 16 |
|
|
2023
Q3 | $7.02M | Sell |
48,427
-2,133
| -4% | -$309K | 1.64% | 15 |
|
|
2023
Q2 | $6.78M | Hold |
50,560
| – | – | 1.7% | 12 |
|
|
2023
Q1 | $6.78M | Hold |
50,560
| – | – | 1.69% | 12 |
|
|
2022
Q4 | $6.78M | Sell |
50,560
-8
| -0% | -$1.07K | 1.7% | 12 |
|
|
2022
Q3 | $5.28M | Buy |
50,568
+2,072
| +4% | +$217K | 1.4% | 18 |
|
|
2022
Q2 | $5.46M | Buy |
48,496
+2,396
| +5% | +$270K | 1.49% | 18 |
|
|
2022
Q1 | $6.28M | Buy |
46,100
+1,649
| +4% | +$225K | 1.36% | 20 |
|
|
2021
Q4 | $7.04M | Buy |
44,451
+415
| +0.9% | +$65.7K | 1.55% | 18 |
|
|
2021
Q3 | $7.21M | Buy |
44,036
+349
| +0.8% | +$57.1K | 1.71% | 16 |
|
|
2021
Q2 | $6.8M | Buy |
43,687
+705
| +2% | +$110K | 1.6% | 16 |
|
|
2021
Q1 | $6.54M | Buy |
42,982
+245
| +0.6% | +$37.3K | 1.67% | 14 |
|
|
2020
Q4 | $5.43M | Buy |
42,737
+1,174
| +3% | +$149K | 1.37% | 17 |
|
|
2020
Q3 | $4M | Buy |
41,563
+822
| +2% | +$79.1K | 1.16% | 22 |
|
|
2020
Q2 | $3.83M | Buy |
40,741
+3,788
| +10% | +$356K | 1.31% | 17 |
|
|
2020
Q1 | $3.33M | Buy |
36,953
+1,079
| +3% | +$97.1K | 1.47% | 13 |
|
|
2019
Q4 | $5M | Sell |
35,874
-3,866
| -10% | -$539K | 1.84% | 9 |
|
|
2019
Q3 | $4.68M | Buy |
39,740
+544
| +1% | +$64K | 1.73% | 10 |
|
|
2019
Q2 | $4.38M | Sell |
39,196
-437
| -1% | -$48.9K | 1.65% | 11 |
|
|
2019
Q1 | $4.01M | Sell |
39,633
-771
| -2% | -$78K | 1.58% | 10 |
|
|
2018
Q4 | $3.94M | Buy |
40,404
+2,463
| +6% | +$240K | 1.85% | 7 |
|
|
2018
Q3 | $4.28M | Buy |
37,941
+511
| +1% | +$57.7K | 1.72% | 10 |
|
|
2018
Q2 | $3.9M | Sell |
37,430
-3,554
| -9% | -$370K | 1.59% | 10 |
|
|
2018
Q1 | $4.51M | Sell |
40,984
-1,560
| -4% | -$172K | 1.93% | 8 |
|
|
2017
Q4 | $4.55M | Sell |
42,544
-1,455
| -3% | -$156K | 2.15% | 7 |
|
|
2017
Q3 | $4.2M | Sell |
43,999
-266
| -0.6% | -$25.4K | 2% | 8 |
|
|
2017
Q2 | $4.05M | Buy |
44,265
+789
| +2% | +$72.1K | 2% | 7 |
|
|
2017
Q1 | $3.82M | Buy |
43,476
+61
| +0.1% | +$5.36K | 2.67% | 5 |
|
|
2016
Q4 | $3.75M | Sell |
43,415
-23,321
| -35% | -$2.01M | 2.57% | 7 |
|
|
2016
Q3 | $4.44M | Sell |
66,736
-973
| -1% | -$64.8K | 3.23% | 3 |
|
|
2016
Q2 | $4.21M | Sell |
67,709
-1,020
| -1% | -$63.4K | 3.03% | 4 |
|
|
2016
Q1 | $4.07M | Buy |
68,729
+1,897
| +3% | +$112K | 2.94% | 6 |
|
|
2015
Q4 | $4.41M | Sell |
66,832
-141
| -0.2% | -$9.31K | 3.49% | 3 |
|
|
2015
Q3 | $4.08M | Sell |
66,973
-2,189
| -3% | -$133K | 3.67% | 4 |
|
|
2015
Q2 | $4.69M | Buy |
69,162
+2,783
| +4% | +$189K | 3.53% | 2 |
|
|
2015
Q1 | $4.15M | Hold |
66,379
| – | – | 2.91% | 5 |
|
|
2014
Q4 | $4.15M | Buy |
66,379
+190
| +0.3% | +$11.9K | 2.91% | 5 |
|
|
2014
Q3 | $3.99M | Buy |
66,189
+1,094
| +2% | +$65.9K | 3.13% | 6 |
|
|
2014
Q2 | $3.75M | Buy |
65,095
+511
| +0.8% | +$29.4K | 2.69% | 8 |
|
|
2014
Q1 | $3.92M | Buy |
64,584
+3,397
| +6% | +$206K | 3.06% | 5 |
|
|
2013
Q4 | $3.58M | Buy |
61,187
+1,411
| +2% | +$82.5K | 2.88% | 4 |
|
|
2013
Q3 | $3.09M | Sell |
59,776
-1,831
| -3% | -$94.7K | 2.74% | 7 |
|
|
2013
Q2 | $3.25M | Buy |
+61,607
| New | +$3.25M | 3.06% | 4 |
|