AGM
Alpine Global Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,831
| Closed | -$311K | – | 241 |
|
|
2023
Q4 | $311K | Buy |
+1,831
| New | +$311K | 0.09% | 112 |
|
|
2021
Q3 | – | Sell |
-1,868
| Closed | -$291K | – | 329 |
|
|
2021
Q2 | $291K | Buy |
+1,868
| New | +$291K | 0.04% | 186 |
|
|
2020
Q3 | – | Sell |
-31,475
| Closed | -$2.96M | – | 348 |
|
|
2020
Q2 | $2.96M | Buy |
+31,475
| New | +$2.96M | 0.52% | 25 |
|
|
2018
Q1 | – | Sell |
-16,795
| Closed | -$1.8M | – | 157 |
|
|
2017
Q4 | $1.8M | Buy |
16,795
+12,699
| +310% | +$1.36M | 0.41% | 42 |
|
|
2017
Q3 | $391K | Buy |
+4,096
| New | +$391K | 0.11% | 124 |
|
|
2017
Q2 | – | Sell |
-28,269
| Closed | -$2.48M | – | 239 |
|
|
2017
Q1 | $2.48M | Buy |
28,269
+4,950
| +21% | +$435K | 0.64% | 30 |
|
|
2016
Q4 | $2.01M | Buy |
+23,319
| New | +$2.01M | 0.94% | 30 |
|
|
2015
Q3 | – | Sell |
-48,854
| Closed | -$3.31M | – | 464 |
|
|
2015
Q2 | $3.31M | Buy |
48,854
+20,483
| +72% | +$1.39M | 0.56% | 34 |
|
|
2015
Q1 | $1.72M | Sell |
28,371
-55,190
| -66% | -$3.34M | 0.56% | 35 |
|
|
2014
Q4 | $5.23M | Buy |
+83,561
| New | +$5.23M | 0.93% | 19 |
|