Alpha Omega Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.98M | Sell |
30,491
-718
| -2% | -$223K | 1.52% | 13 |
|
|
2026
Q1 | $9.18M | Sell |
31,209
-378
| -1% | -$115K | 1.49% | 15 |
|
|
2025
Q4 | $10.2M | Sell |
31,587
-1,330
| -4% | -$412K | 1.69% | 14 |
|
|
2025
Q3 | $10.4M | Sell |
32,917
-2,312
| -7% | -$688K | 1.73% | 12 |
|
|
2025
Q2 | $10.2M | Sell |
35,229
-1,761
| -5% | -$449K | 1.83% | 9 |
|
|
2025
Q1 | $9.07M | Sell |
36,990
-1,697
| -4% | -$433K | 1.73% | 10 |
|
|
2024
Q4 | $9.27M | Sell |
38,687
-330
| -0.8% | -$76.9K | 1.76% | 10 |
|
|
2024
Q3 | $8.23M | Sell |
39,017
-944
| -2% | -$199K | 1.51% | 13 |
|
|
2024
Q2 | $8.08M | Sell |
39,961
-406
| -1% | -$79.4K | 1.54% | 13 |
|
|
2024
Q1 | $8.09M | Sell |
40,367
-1,806
| -4% | -$326K | 1.5% | 14 |
|
|
2023
Q4 | $7.17M | Sell |
42,173
-530
| -1% | -$80.3K | 1.19% | 16 |
|
|
2023
Q3 | $6.19M | Sell |
42,703
-678
| -2% | -$102K | 1.07% | 17 |
|
|
2023
Q2 | $6.31M | Sell |
43,381
-1,498
| -3% | -$206K | 1.07% | 18 |
|
|
2023
Q1 | $5.85M | Sell |
44,879
-465
| -1% | -$63.7K | 1.01% | 20 |
|
|
2022
Q4 | $6.08M | Buy |
45,344
+26
| +0.1% | +$3.29K | 1.08% | 20 |
|
|
2022
Q3 | $4.74M | Buy |
45,318
+1,162
| +3% | +$133K | 0.9% | 25 |
|
|
2022
Q2 | $4.97M | Buy |
44,156
+6,492
| +17% | +$804K | 0.89% | 26 |
|
|
2022
Q1 | $5.13M | Buy |
37,664
+557
| +2% | +$82.2K | 0.81% | 30 |
|
|
2021
Q4 | $6.24M | Buy |
37,107
+171
| +0.5% | +$28.1K | 0.96% | 20 |
|
|
2021
Q3 | $6.05M | Sell |
36,936
-179
| -0.5% | -$28.1K | 0.99% | 18 |
|
|
2021
Q2 | $5.77M | Sell |
37,115
-85
| -0.2% | -$13.3K | 0.95% | 21 |
|
|
2021
Q1 | $5.66M | Sell |
37,200
-372
| -1% | -$53.5K | 0.99% | 20 |
|
|
2020
Q4 | $4.77M | Sell |
37,572
-805
| -2% | -$90K | 0.81% | 22 |
|
|
2020
Q3 | $3.69M | Buy |
38,377
+1,459
| +4% | +$143K | 0.52% | 37 |
|
|
2020
Q2 | $3.47M | Sell |
36,918
-96
| -0.3% | -$9.11K | 0.53% | 36 |
|
|
2020
Q1 | $3.33M | Buy |
37,014
+12,682
| +52% | +$1.54M | 0.61% | 27 |
|
|
2019
Q4 | $3.39M | Buy |
24,332
+250
| +1% | +$32.1K | 0.54% | 46 |
|
|
2019
Q3 | $3.14M | Buy |
24,082
+20,771
| +627% | +$2.35M | 0.51% | 50 |
|
|
2019
Q2 | $370K | Hold |
3,311
| – | – | 0.16% | 96 |
|
|
2019
Q1 | $335K | Buy |
3,311
+290
| +10% | +$29.9K | 0.15% | 100 |
|
|
2018
Q4 | $295K | Sell |
3,021
-300
| -9% | -$32K | 0.15% | 98 |
|
|
2018
Q3 | $375K | Hold |
3,321
| – | – | 0.17% | 90 |
|
|
2018
Q2 | $346K | Buy |
3,321
+655
| +25% | +$71.9K | 0.17% | 92 |
|
|
2018
Q1 | $293K | Buy |
2,666
+80
| +3% | +$9.06K | 0.15% | 99 |
|
|
2017
Q4 | $277K | Buy |
2,586
+73
| +3% | +$7.39K | 0.14% | 103 |
|
|
2017
Q3 | $240K | Buy |
2,513
+300
| +14% | +$27.7K | 0.12% | 115 |
|
|
2017
Q2 | $202K | Hold |
2,213
| – | – | 0.1% | 123 |
|
|
2017
Q1 | $194K | Hold |
2,213
| – | – | 0.1% | 127 |
|
|
2016
Q4 | $191K | Buy |
2,213
+950
| +75% | +$72.4K | 0.1% | 128 |
|
|
2016
Q3 | $84K | Hold |
1,263
| – | – | 0.07% | 93 |
|
|
2016
Q2 | $78K | Hold |
1,263
| – | – | 0.07% | 98 |
|
|
2016
Q1 | $75K | Buy |
1,263
+224
| +22% | +$13.1K | 0.06% | 97 |
|
|
2015
Q4 | $69K | Buy |
+1,039
| New | +$67.7K | 0.06% | 95 |
|
Other funds holding JPM
RG
TWC
Alpha Omega Wealth Management's JPM Position: Q2 2026 in Review
Alpha Omega Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $223K and leaving 30,491 shares worth $9.98M. The position accounts for 1.52% of the portfolio, ranked #13.
Alpha Omega Wealth Management first reported a position in JPM in Q4 2015 and has held it in 43 quarters since. The position peaked at $10.4M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Alpha Omega Wealth Management held 30,491 shares of JPMorgan Chase worth $9.98M as of Q2 2026.
- Alpha Omega Wealth Management sold 718 JPMorgan Chase shares in Q2 2026, an estimated $223K.
- JPMorgan Chase made up 1.52% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #13 holding.
- Alpha Omega Wealth Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 43 quarters since.
- Alpha Omega Wealth Management's JPMorgan Chase position peaked at $10.4M in Q3 2025.
- 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.