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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
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|
2025
Q1 | $9.07M | Sell |
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|
2024
Q4 | $9.27M | Sell |
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|
2024
Q3 | $8.23M | Sell |
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|
2024
Q2 | $8.08M | Sell |
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|
2024
Q1 | $8.09M | Sell |
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|
2023
Q4 | $7.17M | Sell |
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|
2023
Q3 | $6.19M | Sell |
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|
2023
Q2 | $6.31M | Sell |
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|
2023
Q1 | $5.85M | Sell |
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|
2022
Q4 | $6.08M | Buy |
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|
2022
Q3 | $4.74M | Buy |
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|
2022
Q2 | $4.97M | Buy |
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|
2022
Q1 | $5.13M | Buy |
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|
2021
Q4 | $6.24M | Buy |
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|
2021
Q3 | $6.05M | Sell |
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|
2021
Q2 | $5.77M | Sell |
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|
2021
Q1 | $5.66M | Sell |
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|
2020
Q4 | $4.77M | Sell |
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|
2020
Q3 | $3.69M | Buy |
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|
2020
Q2 | $3.47M | Sell |
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|
2020
Q1 | $3.33M | Buy |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $3.14M | Buy |
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|
2019
Q2 | $370K | Hold |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $346K | Buy |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | $277K | Buy |
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|
2017
Q3 | $240K | Buy |
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|
2017
Q2 | $202K | Hold |
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|
2017
Q1 | $194K | Hold |
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|
2016
Q4 | $191K | Buy |
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|
2016
Q3 | $84K | Hold |
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|
2016
Q2 | $78K | Hold |
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|
2016
Q1 | $75K | Buy |
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|
2015
Q4 | $69K | Buy |
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