Alta Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Hold |
14,524
| – | – | 1.5% | 15 |
|
|
2025
Q1 | $3.56M | Buy |
14,524
+5,200
| +56% | +$1.28M | 1.52% | 14 |
|
|
2024
Q4 | $2.24M | Buy |
9,324
+1,424
| +18% | +$341K | 1.41% | 14 |
|
|
2024
Q3 | $1.67M | Buy |
7,900
+100
| +1% | +$21.1K | 0.76% | 15 |
|
|
2024
Q2 | $1.58M | Buy |
7,800
+200
| +3% | +$40.5K | 0.76% | 14 |
|
|
2024
Q1 | $1.52M | Buy |
7,600
+100
| +1% | +$20K | 0.75% | 14 |
|
|
2023
Q4 | $1.28M | Hold |
7,500
| – | – | 0.68% | 16 |
|
|
2023
Q3 | $1.09M | Hold |
7,500
| – | – | 0.63% | 17 |
|
|
2023
Q2 | $1.09M | Hold |
7,500
| – | – | 0.61% | 16 |
|
|
2023
Q1 | $977K | Hold |
7,500
| – | – | 0.58% | 16 |
|
|
2022
Q4 | $1.01M | Hold |
7,500
| – | – | 0.6% | 13 |
|
|
2022
Q3 | $784K | Buy |
+7,500
| New | +$784K | 0.49% | 17 |
|