AlphaCore Capital’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 | $18.2M | Buy |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $9.92M | Sell |
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|
2023
Q4 | $8.45M | Buy |
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|
2023
Q3 | $7.19M | Buy |
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|
2023
Q2 | $7.1M | Buy |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $277K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $191K | Buy |
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|
2020
Q1 | $167K | Buy |
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