Alpha Family Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Hold |
5,950
| – | – | 0.85% | 17 |
|
|
2025
Q1 | $1.46M | Hold |
5,950
| – | – | 0.85% | 16 |
|
|
2024
Q4 | $1.43M | Hold |
5,950
| – | – | 0.8% | 15 |
|
|
2024
Q3 | $1.25M | Hold |
5,950
| – | – | 0.7% | 21 |
|
|
2024
Q2 | $1.2M | Hold |
5,950
| – | – | 0.71% | 22 |
|
|
2024
Q1 | $1.19M | Hold |
5,950
| – | – | 0.72% | 20 |
|
|
2023
Q4 | $1.01M | Hold |
5,950
| – | – | 0.68% | 28 |
|
|
2023
Q3 | $863K | Hold |
5,950
| – | – | 0.66% | 28 |
|
|
2023
Q2 | $865K | Buy |
5,950
+275
| +5% | +$40K | 0.6% | 27 |
|
|
2023
Q1 | $740K | Sell |
5,675
-335
| -6% | -$43.7K | 0.59% | 29 |
|
|
2022
Q4 | $806K | Buy |
+6,010
| New | +$806K | 0.73% | 23 |
|
|
2022
Q3 | – | Sell |
-3,730
| Closed | -$420K | – | 52 |
|
|
2022
Q2 | $420K | Buy |
+3,730
| New | +$420K | 0.27% | 25 |
|