Alpha Family Trust’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
Q2 | $1.72M | Hold |
|
|||||
|
2025
Q1 | $1.46M | Hold |
|
|||||
|
2024
Q4 | $1.43M | Hold |
|
|||||
|
2024
Q3 | $1.25M | Hold |
|
|||||
|
2024
Q2 | $1.2M | Hold |
|
|||||
|
2024
Q1 | $1.19M | Hold |
|
|||||
|
2023
Q4 | $1.01M | Hold |
|
|||||
|
2023
Q3 | $863K | Hold |
|
|||||
|
2023
Q2 | $865K | Buy |
|
|||||
|
2023
Q1 | $740K | Sell |
|
|||||
|
2022
Q4 | $806K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $420K | Buy |
|