AA
AlphaMark Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $390K | Buy |
1,625
+170
| +12% | +$40.8K | 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% | +$8.03K | 0.1% | 97 |
|
|
2022
Q3 | $147K | Sell |
1,405
-115
| -8% | -$12K | 0.07% | 117 |
|
|
2022
Q2 | $171K | Sell |
1,520
-5
| -0.3% | -$563 | 0.08% | 110 |
|
|
2022
Q1 | $208K | Sell |
1,525
-600
| -28% | -$81.8K | 0.08% | 119 |
|
|
2021
Q4 | $336K | Sell |
2,125
-1
| -0% | -$158 | 0.12% | 102 |
|
|
2021
Q3 | $348K | Sell |
2,126
-14
| -0.7% | -$2.29K | 0.13% | 99 |
|
|
2021
Q2 | $333K | Buy |
2,140
+20
| +0.9% | +$3.11K | 0.12% | 99 |
|
|
2021
Q1 | $323K | Buy |
2,120
+47
| +2% | +$7.16K | 0.12% | 96 |
|
|
2020
Q4 | $263K | Sell |
2,073
-375
| -15% | -$47.6K | 0.1% | 101 |
|
|
2020
Q3 | $236K | Sell |
2,448
-55
| -2% | -$5.3K | 0.1% | 89 |
|
|
2020
Q2 | $235K | Sell |
2,503
-33
| -1% | -$3.1K | 0.1% | 85 |
|
|
2020
Q1 | $228K | Buy |
2,536
+406
| +19% | +$36.5K | 0.13% | 75 |
|
|
2019
Q4 | $297K | Sell |
2,130
-155
| -7% | -$21.6K | 0.12% | 81 |
|
|
2019
Q3 | $269K | Sell |
2,285
-100
| -4% | -$11.8K | 0.12% | 83 |
|
|
2019
Q2 | $267K | Buy |
2,385
+60
| +3% | +$6.72K | 0.12% | 80 |
|
|
2019
Q1 | $235K | Buy |
2,325
+1,137
| +96% | +$115K | 0.1% | 82 |
|
|
2018
Q4 | $116K | Hold |
1,188
| – | – | 0.06% | 123 |
|
|
2018
Q3 | $134K | Buy |
1,188
+200
| +20% | +$22.6K | 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% | -$536 | 0.04% | 158 |
|
|
2017
Q3 | $95K | Hold |
993
| – | – | 0.04% | 153 |
|
|
2017
Q2 | $91K | Sell |
993
-75
| -7% | -$6.87K | 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% | -$1.07K | 0.04% | 132 |
|
|
2014
Q3 | $65K | Hold |
1,085
| – | – | 0.04% | 134 |
|
|
2014
Q2 | $63K | Sell |
1,085
-1,148
| -51% | -$66.7K | 0.04% | 139 |
|
|
2014
Q1 | $136K | Hold |
2,233
| – | – | 0.08% | 113 |
|
|
2013
Q4 | $131K | Buy |
2,233
+170
| +8% | +$9.97K | 0.08% | 110 |
|
|
2013
Q3 | $107K | Hold |
2,063
| – | – | 0.07% | 122 |
|
|
2013
Q2 | $109K | Buy |
+2,063
| New | +$109K | 0.07% | 128 |
|