AIM
Alphinity Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480M | Buy |
+1,654,721
| New | +$480M | 4.11% | 17 |
|
|
2018
Q3 | – | Sell |
-146,955
| Closed | -$15.3M | – | 28 |
|
|
2018
Q2 | $15.3M | Buy |
146,955
+207
| +0.1% | +$21.6K | 3.11% | 20 |
|
|
2018
Q1 | $16.1M | Buy |
146,748
+106,866
| +268% | +$11.8M | 3.66% | 14 |
|
|
2017
Q4 | $4.27M | Buy |
+39,882
| New | +$4.27M | 3.82% | 16 |
|