Alpine Global Management’s JPMorgan Chase JPM Stock Holding History

Alpine Global Management’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 Q1	–	Sell	-1,831	Closed	-$311K	–	241
2023 Q4	$311K	Buy	+1,831	New	+$277K	0.09%	112
2021 Q3	–	Sell	-1,868	Closed	-$291K	–	329
2021 Q2	$291K	Buy	+1,868	New	+$293K	0.04%	186
2020 Q3	–	Sell	-31,475	Closed	-$2.96M	–	348
2020 Q2	$2.96M	Buy	+31,475	New	+$2.99M	0.52%	25
2018 Q1	–	Sell	-16,795	Closed	-$1.8M	–	157
2017 Q4	$1.8M	Buy	16,795 +12,699	+310%	+$1.29M	0.41%	42
2017 Q3	$391K	Buy	+4,096	New	+$378K	0.11%	124
2017 Q2	–	Sell	-28,269	Closed	-$2.48M	–	239
2017 Q1	$2.48M	Buy	28,269 +4,950	+21%	+$437K	0.64%	30
2016 Q4	$2.01M	Buy	+23,319	New	+$1.78M	0.94%	30
2015 Q3	–	Sell	-48,854	Closed	-$3.31M	–	465
2015 Q2	$3.31M	Buy	48,854 +20,483	+72%	+$1.34M	0.56%	34
2015 Q1	$1.72M	Sell	28,371 -55,190	-66%	-$3.27M	0.56%	35
2014 Q4	$5.23M	Buy	+83,561	New	+$5.03M	0.93%	20

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Alpine Global Management's JPM Position: Q1 2024 in Review

Alpine Global Management sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 1,831 shares — an estimated $311K sold.

Alpine Global Management first reported a position in JPM in Q4 2014 and held it in 10 quarters. The position peaked at $5.23M in Q4 2014. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Alpine Global Management reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
Alpine Global Management sold 1,831 JPMorgan Chase shares in Q1 2024, an estimated $311K.
Alpine Global Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 10 quarters.
Alpine Global Management's JPMorgan Chase position peaked at $5.23M in Q4 2014.
4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Alpine Global Management's 13F filing for Q1 2024, filed 15 May 2024.