AA
ALPS Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Sell |
20,067
-612
| -3% | -$177K | 0.03% | 215 |
|
|
2025
Q1 | $5.07M | Sell |
20,679
-917
| -4% | -$225K | 0.03% | 228 |
|
|
2024
Q4 | $5.18M | Sell |
21,596
-683
| -3% | -$164K | 0.03% | 229 |
|
|
2024
Q3 | $4.7M | Sell |
22,279
-151,996
| -87% | -$32M | 0.03% | 240 |
|
|
2024
Q2 | $35.2M | Sell |
174,275
-1,386
| -0.8% | -$280K | 0.24% | 34 |
|
|
2024
Q1 | $35.2M | Buy |
175,661
+1,210
| +0.7% | +$242K | 0.25% | 39 |
|
|
2023
Q4 | $29.7M | Buy |
174,451
+923
| +0.5% | +$157K | 0.23% | 52 |
|
|
2023
Q3 | $25.2M | Buy |
173,528
+165,309
| +2,011% | +$24M | 0.21% | 55 |
|
|
2023
Q2 | $1.2M | Buy |
8,219
+3,560
| +76% | +$518K | 0.01% | 430 |
|
|
2023
Q1 | $607K | Sell |
4,659
-4,661
| -50% | -$607K | 0.01% | 559 |
|
|
2022
Q4 | $1.25M | Buy |
9,320
+218
| +2% | +$29.2K | 0.01% | 401 |
|
|
2022
Q3 | $951K | Sell |
9,102
-11,011
| -55% | -$1.15M | 0.01% | 481 |
|
|
2022
Q2 | $2.27M | Buy |
20,113
+11,593
| +136% | +$1.31M | 0.02% | 296 |
|
|
2022
Q1 | $1.16M | Sell |
8,520
-2,420
| -22% | -$330K | 0.01% | 295 |
|
|
2021
Q4 | $1.73M | Sell |
10,940
-1,022,895
| -99% | -$162M | 0.02% | 304 |
|
|
2021
Q3 | $169M | Buy |
1,033,835
+655
| +0.1% | +$107K | 1.63% | 15 |
|
|
2021
Q2 | $161M | Buy |
1,033,180
+1,900
| +0.2% | +$296K | 1.42% | 16 |
|
|
2021
Q1 | $157M | Buy |
1,031,280
+10
| +0% | +$1.52K | 1.53% | 14 |
|
|
2020
Q4 | $131M | Buy |
1,031,270
+3,270
| +0.3% | +$416K | 1.48% | 14 |
|
|
2020
Q3 | $99M | Sell |
1,028,000
-2,158
| -0.2% | -$208K | 1.46% | 15 |
|
|
2020
Q2 | $96.9M | Sell |
1,030,158
-240
| -0% | -$22.6K | 1.3% | 14 |
|
|
2020
Q1 | $92.8M | Sell |
1,030,398
-42,257
| -4% | -$3.8M | 1.44% | 14 |
|
|
2019
Q4 | $150M | Sell |
1,072,655
-2,307
| -0.2% | -$322K | 1.17% | 20 |
|
|
2019
Q3 | $127M | Sell |
1,074,962
-5,536
| -0.5% | -$652K | 0.99% | 21 |
|
|
2019
Q2 | $121M | Buy |
1,080,498
+8,976
| +0.8% | +$1M | 0.89% | 22 |
|
|
2019
Q1 | $108M | Sell |
1,071,522
-20,719
| -2% | -$2.1M | 0.77% | 24 |
|
|
2018
Q4 | $107M | Buy |
1,092,241
+9,866
| +0.9% | +$963K | 0.83% | 26 |
|
|
2018
Q3 | $122M | Buy |
1,082,375
+8,383
| +0.8% | +$946K | 0.8% | 26 |
|
|
2018
Q2 | $112M | Buy |
1,073,992
+1,033,965
| +2,583% | +$108M | 0.73% | 29 |
|
|
2018
Q1 | $4.4M | Buy |
40,027
+14,624
| +58% | +$1.61M | 0.04% | 158 |
|
|
2017
Q4 | $2.72M | Buy |
25,403
+11,147
| +78% | +$1.19M | 0.02% | 173 |
|
|
2017
Q3 | $1.36M | Buy |
14,256
+1,398
| +11% | +$134K | 0.01% | 216 |
|
|
2017
Q2 | $1.18M | Buy |
12,858
+1,025
| +9% | +$93.7K | 0.01% | 212 |
|
|
2017
Q1 | $1.04M | Buy |
11,833
+7,598
| +179% | +$667K | 0.01% | 214 |
|
|
2016
Q4 | $365K | Buy |
+4,235
| New | +$365K | ﹤0.01% | 641 |
|
|
2016
Q1 | – | Sell |
-8,457
| Closed | -$558K | – | 712 |
|
|
2015
Q4 | $558K | Sell |
8,457
-319,266
| -97% | -$21.1M | 0.01% | 319 |
|
|
2015
Q3 | $200K | Sell |
327,723
-39,222
| -11% | -$23.9K | 0.21% | 55 |
|
|
2015
Q2 | $24.9M | Sell |
366,945
-20,493
| -5% | -$1.39M | 0.21% | 49 |
|
|
2015
Q1 | $23.5M | Buy |
387,438
+39,757
| +11% | +$2.41M | 0.19% | 73 |
|
|
2014
Q4 | $21.8M | Buy |
+347,681
| New | +$21.8M | 0.17% | 56 |
|
|
2014
Q1 | – | Sell |
-9,220
| Closed | -$510K | – | 640 |
|
|
2013
Q4 | $510K | Buy |
9,220
+4,480
| +95% | +$248K | 0.01% | 358 |
|
|
2013
Q3 | $245K | Buy |
+4,740
| New | +$245K | ﹤0.01% | 511 |
|