Alphinity Investment Management’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
$480M Buy
2018
Q3
Sell
2018
Q2
$15.3M Buy
2018
Q1
$16.1M Buy
2017
Q4
$4.26M Buy