AlphaMark Advisors’s JPMorgan Chase JPM Stock Holding History

AlphaMark Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$390K	Buy	1,625 +170	+12%	+$39.6K	0.17%	86
2024 Q3	$307K	Sell	1,455 -10	-0.7%	-$2.11K	0.11%	187
2024 Q2	$296K	Hold	1,465	–	–	0.1%	184
2024 Q1	$293K	Hold	1,465	–	–	0.1%	181
2023 Q4	$249K	Hold	1,465	–	–	0.09%	194
2023 Q3	$212K	Hold	1,465	–	–	0.09%	198
2023 Q2	$213K	Hold	1,465	–	–	0.1%	108
2023 Q1	$191K	Hold	1,465	–	–	0.09%	115
2022 Q4	$196K	Buy	1,465 +60	+4%	+$7.6K	0.1%	97
2022 Q3	$147K	Sell	1,405 -115	-8%	-$13.2K	0.07%	117
2022 Q2	$171K	Sell	1,520 -5	-0.3%	-$619	0.08%	110
2022 Q1	$208K	Sell	1,525 -600	-28%	-$88.6K	0.08%	119
2021 Q4	$336K	Sell	2,125 -1	-0%	-$164	0.12%	102
2021 Q3	$348K	Sell	2,126 -14	-0.7%	-$2.19K	0.13%	99
2021 Q2	$333K	Buy	2,140 +20	+0.9%	+$3.14K	0.12%	99
2021 Q1	$323K	Buy	2,120 +47	+2%	+$6.76K	0.12%	96
2020 Q4	$263K	Sell	2,073 -375	-15%	-$41.9K	0.1%	101
2020 Q3	$236K	Sell	2,448 -55	-2%	-$5.4K	0.1%	89
2020 Q2	$235K	Sell	2,503 -33	-1%	-$3.13K	0.1%	85
2020 Q1	$228K	Buy	2,536 +406	+19%	+$49.3K	0.13%	75
2019 Q4	$297K	Sell	2,130 -155	-7%	-$19.9K	0.12%	81
2019 Q3	$269K	Sell	2,285 -100	-4%	-$11.3K	0.12%	83
2019 Q2	$267K	Buy	2,385 +60	+3%	+$6.62K	0.12%	81
2019 Q1	$235K	Buy	2,325 +1,137	+96%	+$117K	0.1%	82
2018 Q4	$116K	Hold	1,188	–	–	0.06%	123
2018 Q3	$134K	Buy	1,188 +200	+20%	+$22.7K	0.05%	150
2018 Q2	$103K	Hold	988	–	–	0.04%	172
2018 Q1	$109K	Hold	988	–	–	0.05%	158
2017 Q4	$106K	Sell	988 -5	-0.5%	-$506	0.04%	158
2017 Q3	$95K	Hold	993	–	–	0.04%	153
2017 Q2	$91K	Sell	993 -75	-7%	-$6.47K	0.04%	156
2017 Q1	$94K	Hold	1,068	–	–	0.04%	146
2016 Q4	$92K	Hold	1,068	–	–	0.05%	132
2016 Q3	$71K	Hold	1,068	–	–	0.04%	123
2016 Q2	$66K	Hold	1,068	–	–	0.04%	127
2016 Q1	$63K	Hold	1,068	–	–	0.03%	124
2015 Q4	$71K	Hold	1,068	–	–	0.04%	121
2015 Q3	$65K	Hold	1,068	–	–	0.04%	122
2015 Q2	$72K	Hold	1,068	–	–	0.04%	125
2015 Q1	$65K	Hold	1,068	–	–	0.04%	128
2014 Q4	$67K	Sell	1,068 -17	-2%	-$1.02K	0.04%	132
2014 Q3	$65K	Hold	1,085	–	–	0.04%	134
2014 Q2	$63K	Sell	1,085 -1,148	-51%	-$64.5K	0.04%	139
2014 Q1	$136K	Hold	2,233	–	–	0.08%	113
2013 Q4	$131K	Buy	2,233 +170	+8%	+$9.31K	0.08%	110
2013 Q3	$107K	Hold	2,063	–	–	0.07%	122
2013 Q2	$109K	Buy	+2,063	New	+$105K	0.07%	129

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AlphaMark Advisors's JPM Position: Q4 2024 in Review

AlphaMark Advisors increased its JPMorgan Chase (JPM) stake by 12% in Q4 2024, buying an estimated $39.6K and bringing the position to 1,625 shares worth $390K. The position accounts for 0.17% of the portfolio, ranked #86.

AlphaMark Advisors first reported a position in JPM in Q2 2013 and has held it in 47 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

AlphaMark Advisors held 1,625 shares of JPMorgan Chase worth $390K as of Q4 2024.
AlphaMark Advisors bought 170 JPMorgan Chase shares in Q4 2024, an estimated $39.6K.
JPMorgan Chase made up 0.17% of AlphaMark Advisors's portfolio in Q4 2024, its #86 holding.
AlphaMark Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 47 quarters since.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.