ALPS Advisors’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
Q3 | $7.01M | Buy |
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|
2025
Q2 | $5.82M | Sell |
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|
2025
Q1 | $5.07M | Sell |
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|
2024
Q4 | $5.18M | Sell |
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|
2024
Q3 | $4.7M | Sell |
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|
2024
Q2 | $35.2M | Sell |
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|
2024
Q1 | $35.2M | Buy |
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|
2023
Q4 | $29.7M | Buy |
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|
2023
Q3 | $25.2M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $951K | Sell |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $169M | Buy |
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|
2021
Q2 | $161M | Buy |
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|
2021
Q1 | $157M | Buy |
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|
2020
Q4 | $131M | Buy |
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|
2020
Q3 | $99M | Sell |
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|
2020
Q2 | $96.9M | Sell |
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|
2020
Q1 | $92.8M | Sell |
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|
2019
Q4 | $150M | Sell |
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|
2019
Q3 | $127M | Sell |
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|
2019
Q2 | $121M | Buy |
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|
2019
Q1 | $108M | Sell |
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|
2018
Q4 | $107M | Buy |
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|
2018
Q3 | $122M | Buy |
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|
2018
Q2 | $112M | Buy |
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|
2018
Q1 | $4.4M | Buy |
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|
2017
Q4 | $2.72M | Buy |
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|
2017
Q3 | $1.36M | Buy |
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|
2017
Q2 | $1.18M | Buy |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $365K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $558K | Sell |
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|
2015
Q3 | $200K | Sell |
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|
2015
Q2 | $24.9M | Sell |
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|
2015
Q1 | $23.5M | Buy |
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|
2014
Q4 | $21.8M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $510K | Buy |
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|
2013
Q3 | $245K | Buy |
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