Alpha Cubed Investments’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
Q4 | $92.6M | Sell |
287,260
-44,216
| -13% | -$13.7M | 3.17% | 11 |
|
|
2025
Q3 | $105M | Sell |
331,476
-6,354
| -2% | -$1.89M | 3.64% | 10 |
|
|
2025
Q2 | $97.9M | Buy |
337,830
+5,433
| +2% | +$1.39M | 3.72% | 8 |
|
|
2025
Q1 | $81.5M | Buy |
332,397
+47,736
| +17% | +$12.2M | 3.64% | 7 |
|
|
2024
Q4 | $68.2M | Buy |
284,661
+41,489
| +17% | +$9.66M | 3.12% | 8 |
|
|
2024
Q3 | $51.3M | Buy |
243,172
+62,220
| +34% | +$13.1M | 2.28% | 11 |
|
|
2024
Q2 | $36.6M | Sell |
180,952
-1,506
| -0.8% | -$294K | 1.74% | 20 |
|
|
2024
Q1 | $36.5M | Sell |
182,458
-26,503
| -13% | -$4.78M | 1.91% | 16 |
|
|
2023
Q4 | $35.5M | Sell |
208,961
-5,383
| -3% | -$816K | 1.99% | 12 |
|
|
2023
Q3 | $31.1M | Buy |
214,344
+2,073
| +1% | +$311K | 2.09% | 14 |
|
|
2023
Q2 | $30.9M | Buy |
212,271
+6,170
| +3% | +$849K | 2.08% | 9 |
|
|
2023
Q1 | $26.9M | Sell |
206,101
-24,443
| -11% | -$3.35M | 1.94% | 11 |
|
|
2022
Q4 | $30.9M | Sell |
230,544
-96,587
| -30% | -$12.2M | 2.34% | 7 |
|
|
2022
Q3 | $34.2M | Sell |
327,131
-13,134
| -4% | -$1.51M | 2.67% | 4 |
|
|
2022
Q2 | $38.3M | Buy |
340,265
+19,403
| +6% | +$2.4M | 2.78% | 5 |
|
|
2022
Q1 | $43.7M | Buy |
320,862
+53,907
| +20% | +$7.96M | 2.8% | 3 |
|
|
2021
Q4 | $42.3M | Buy |
266,955
+8,726
| +3% | +$1.43M | 2.77% | 3 |
|
|
2021
Q3 | $42.3M | Sell |
258,229
-3,626
| -1% | -$568K | 3.18% | 3 |
|
|
2021
Q2 | $40.7M | Sell |
261,855
-2,082
| -0.8% | -$327K | 2.94% | 3 |
|
|
2021
Q1 | $40.2M | Buy |
263,937
+10,697
| +4% | +$1.54M | 3.12% | 3 |
|
|
2020
Q4 | $32.2M | Buy |
253,240
+41,838
| +20% | +$4.68M | 2.75% | 6 |
|
|
2020
Q3 | $20.4M | Buy |
211,402
+38,313
| +22% | +$3.76M | 1.95% | 13 |
|
|
2020
Q2 | $16.3M | Sell |
173,089
-9,904
| -5% | -$940K | 1.78% | 20 |
|
|
2020
Q1 | $16.5M | Sell |
182,993
-13,228
| -7% | -$1.61M | 1.98% | 16 |
|
|
2019
Q4 | $27.4M | Sell |
196,221
-5,148
| -3% | -$660K | 2.81% | 6 |
|
|
2019
Q3 | $23.7M | Buy |
201,369
+11,521
| +6% | +$1.3M | 2.76% | 6 |
|
|
2019
Q2 | $21.2M | Buy |
189,848
+6,290
| +3% | +$694K | 2.46% | 7 |
|
|
2019
Q1 | $18.6M | Buy |
183,558
+9,060
| +5% | +$933K | 2.25% | 13 |
|
|
2018
Q4 | $17M | Sell |
174,498
-17,250
| -9% | -$1.84M | 2.55% | 11 |
|
|
2018
Q3 | $20.7M | Buy |
191,748
+10,055
| +6% | +$1.14M | 2.41% | 5 |
|
|
2018
Q2 | $18.9M | Buy |
181,693
+1,532
| +0.9% | +$168K | 2.44% | 7 |
|
|
2018
Q1 | $19.8M | Buy |
180,161
+5,774
| +3% | +$654K | 2.59% | 6 |
|
|
2017
Q4 | $18.6M | Buy |
174,387
+12,988
| +8% | +$1.32M | 2.43% | 8 |
|
|
2017
Q3 | $15.4M | Buy |
161,399
+17,788
| +12% | +$1.64M | 2.32% | 14 |
|
|
2017
Q2 | $13.1M | Buy |
143,611
+66,217
| +86% | +$5.71M | 2.25% | 18 |
|
|
2017
Q1 | $6.8M | Buy |
77,394
+55,897
| +260% | +$4.93M | 1.39% | 25 |
|
|
2016
Q4 | $1.85M | Buy |
21,497
+5,992
| +39% | +$457K | 0.45% | 46 |
|
|
2016
Q3 | $1.03M | Buy |
15,505
+4,087
| +36% | +$266K | 0.28% | 62 |
|
|
2016
Q2 | $710K | Sell |
11,418
-62,941
| -85% | -$3.93M | 0.24% | 68 |
|
|
2016
Q1 | $4.4M | Sell |
74,359
-6,934
| -9% | -$405K | 1.34% | 29 |
|
|
2015
Q4 | $5.37M | Buy |
81,293
+728
| +0.9% | +$47.4K | 1.4% | 23 |
|
|
2015
Q3 | $5.18M | Sell |
80,565
-1,897
| -2% | -$124K | 1.36% | 23 |
|
|
2015
Q2 | $5.59M | Buy |
82,462
+1,914
| +2% | +$125K | 1.5% | 16 |
|
|
2015
Q1 | $4.88M | Sell |
80,548
-9,796
| -11% | -$580K | 1.52% | 18 |
|
|
2014
Q4 | $5.65M | Sell |
90,344
-1,281
| -1% | -$77.1K | 2.21% | 7 |
|
|
2014
Q3 | $5.52M | Sell |
91,625
-2,988
| -3% | -$175K | 2.6% | 4 |
|
|
2014
Q2 | $5.45M | Sell |
94,613
-3,920
| -4% | -$220K | 2.43% | 3 |
|
|
2014
Q1 | $5.98M | Sell |
98,533
-14,739
| -13% | -$852K | 3.1% | 1 |
|
|
2013
Q4 | $6.62M | Buy |
+113,272
| New | +$6.21M | 2.37% | 1 |
|
Other funds holding JPM
Alpha Cubed Investments's JPM Position: Q4 2025 in Review
Alpha Cubed Investments reduced its JPMorgan Chase (JPM) stake by 13% in Q4 2025, selling an estimated $13.7M and leaving 287,260 shares worth $92.6M. The position accounts for 3.17% of the portfolio, ranked #11.
Alpha Cubed Investments first reported a position in JPM in Q4 2013 and has held it in 49 quarters since. The position peaked at $105M in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.
- Alpha Cubed Investments held 287,260 shares of JPMorgan Chase worth $92.6M as of Q4 2025.
- Alpha Cubed Investments sold 44,216 JPMorgan Chase shares in Q4 2025, an estimated $13.7M.
- JPMorgan Chase made up 3.17% of Alpha Cubed Investments's portfolio in Q4 2025, its #11 holding.
- Alpha Cubed Investments first reported a position in JPMorgan Chase in Q4 2013 and has held it in 49 quarters since.
- Alpha Cubed Investments's JPMorgan Chase position peaked at $105M in Q3 2025.
- 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.
Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.