Alpha Financial Partners’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 | $803K | Sell |
2,770
-46
| -2% | -$13.3K | 0.58% | 29 |
|
|
2025
Q1 | $691K | Sell |
2,816
-47
| -2% | -$11.5K | 0.55% | 29 |
|
|
2024
Q4 | $686K | Sell |
2,863
-466
| -14% | -$112K | 0.54% | 26 |
|
|
2024
Q3 | $702K | Buy |
3,329
+343
| +11% | +$72.3K | 0.5% | 42 |
|
|
2024
Q2 | $604K | Buy |
2,986
+257
| +9% | +$52K | 0.52% | 29 |
|
|
2024
Q1 | $547K | Buy |
2,729
+87
| +3% | +$17.4K | 0.5% | 32 |
|
|
2023
Q4 | $449K | Buy |
2,642
+79
| +3% | +$13.4K | 0.44% | 31 |
|
|
2023
Q3 | $372K | Sell |
2,563
-1,268
| -33% | -$184K | 0.43% | 39 |
|
|
2023
Q2 | $557K | Sell |
3,831
-120
| -3% | -$17.5K | 0.59% | 33 |
|
|
2023
Q1 | $515K | Sell |
3,951
-372
| -9% | -$48.5K | 0.58% | 34 |
|
|
2022
Q4 | $580K | Buy |
+4,323
| New | +$580K | 0.7% | 28 |
|