AC
AlphaCore Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
62,851
+4,334
| +7% | +$1.26M | 0.69% | 34 |
|
|
2025
Q1 | $14.4M | Buy |
58,517
+7,813
| +15% | +$1.92M | 1.22% | 15 |
|
|
2024
Q4 | $12.2M | Sell |
50,704
-1,298
| -2% | -$311K | 2.63% | 7 |
|
|
2024
Q3 | $11M | Buy |
52,002
+1,607
| +3% | +$339K | 2.48% | 6 |
|
|
2024
Q2 | $10.2M | Buy |
50,395
+890
| +2% | +$180K | 2.46% | 7 |
|
|
2024
Q1 | $9.92M | Sell |
49,505
-196
| -0.4% | -$39.3K | 2.64% | 7 |
|
|
2023
Q4 | $8.45M | Buy |
49,701
+150
| +0.3% | +$25.5K | 1.24% | 18 |
|
|
2023
Q3 | $7.19M | Buy |
49,551
+704
| +1% | +$102K | 1.13% | 17 |
|
|
2023
Q2 | $7.1M | Buy |
48,847
+27,622
| +130% | +$4.02M | 1.14% | 18 |
|
|
2023
Q1 | $2.77M | Buy |
21,225
+8,214
| +63% | +$1.07M | 0.73% | 24 |
|
|
2022
Q4 | $1.74M | Buy |
13,011
+1,241
| +11% | +$166K | 0.68% | 18 |
|
|
2022
Q3 | $1.23M | Buy |
11,770
+1,711
| +17% | +$179K | 0.56% | 21 |
|
|
2022
Q2 | $1.13M | Buy |
10,059
+2,395
| +31% | +$270K | 0.53% | 21 |
|
|
2022
Q1 | $1.05M | Buy |
7,664
+5,716
| +293% | +$779K | 0.41% | 22 |
|
|
2021
Q4 | $309K | Buy |
1,948
+257
| +15% | +$40.8K | 0.13% | 36 |
|
|
2021
Q3 | $277K | Buy |
+1,691
| New | +$277K | 0.14% | 42 |
|
|
2020
Q3 | – | Sell |
-2,026
| Closed | -$191K | – | 69 |
|
|
2020
Q2 | $191K | Buy |
2,026
+172
| +9% | +$16.2K | 0.19% | 26 |
|
|
2020
Q1 | $167K | Buy |
+1,854
| New | +$167K | 0.13% | 56 |
|