ACM
AlphaStar Capital Management’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.8M | Buy |
23,442
+589
| +3% | +$171K | 0.48% | 42 |
|
2025
Q1 | $5.61M | Buy |
22,853
+1,694
| +8% | +$416K | 0.56% | 27 |
|
2024
Q4 | $5.07M | Buy |
21,159
+1,982
| +10% | +$475K | 0.53% | 28 |
|
2024
Q3 | $4.04M | Buy |
19,177
+2,689
| +16% | +$567K | 0.32% | 44 |
|
2024
Q2 | $3.33M | Buy |
16,488
+1,794
| +12% | +$363K | 0.31% | 42 |
|
2024
Q1 | $2.94M | Buy |
14,694
+3,830
| +35% | +$767K | 0.3% | 44 |
|
2023
Q4 | $1.85M | Buy |
10,864
+3,159
| +41% | +$537K | 0.17% | 74 |
|
2023
Q3 | $1.12M | Buy |
7,705
+337
| +5% | +$48.9K | 0.14% | 91 |
|
2023
Q2 | $1.07M | Buy |
7,368
+206
| +3% | +$30K | 0.12% | 114 |
|
2023
Q1 | $933K | Buy |
7,162
+263
| +4% | +$34.3K | 0.08% | 146 |
|
2022
Q4 | $913K | Sell |
6,899
-232
| -3% | -$30.7K | 0.09% | 147 |
|
2022
Q3 | $745K | Buy |
7,131
+425
| +6% | +$44.4K | 0.08% | 150 |
|
2022
Q2 | $755K | Buy |
6,706
+202
| +3% | +$22.7K | 0.07% | 183 |
|
2022
Q1 | $887K | Buy |
6,504
+676
| +12% | +$92.2K | 0.07% | 187 |
|
2021
Q4 | $920K | Buy |
5,828
+1,584
| +37% | +$250K | 0.07% | 189 |
|
2021
Q3 | $719K | Buy |
4,244
+2,004
| +89% | +$340K | 0.05% | 233 |
|
2021
Q2 | $348K | Buy |
2,240
+593
| +36% | +$92.1K | 0.04% | 215 |
|
2021
Q1 | $251K | Buy |
1,647
+51
| +3% | +$7.77K | 0.04% | 200 |
|
2020
Q4 | $224K | Buy |
+1,596
| New | +$224K | 0.04% | 200 |
|