Alta Capital Management’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 | $8.08M | Buy |
27,878
+1,200
| +4% | +$348K | 0.46% | 41 |
|
|
2025
Q1 | $6.54M | Sell |
26,678
-112
| -0.4% | -$27.5K | 0.42% | 41 |
|
|
2024
Q4 | $6.42M | Sell |
26,790
-790
| -3% | -$189K | 0.38% | 40 |
|
|
2024
Q3 | $5.82M | Buy |
27,580
+6
| +0% | +$1.27K | 0.35% | 40 |
|
|
2024
Q2 | $5.58M | Sell |
27,574
-72
| -0.3% | -$14.6K | 0.35% | 41 |
|
|
2024
Q1 | $5.54M | Buy |
27,646
+874
| +3% | +$175K | 0.34% | 41 |
|
|
2023
Q4 | $4.55M | Buy |
26,772
+733
| +3% | +$125K | 0.29% | 43 |
|
|
2023
Q3 | $3.78M | Sell |
26,039
-508
| -2% | -$73.7K | 0.27% | 43 |
|
|
2023
Q2 | $3.86M | Sell |
26,547
-190
| -0.7% | -$27.6K | 0.27% | 42 |
|
|
2023
Q1 | $3.48M | Buy |
26,737
+560
| +2% | +$73K | 0.26% | 46 |
|
|
2022
Q4 | $3.51M | Buy |
26,177
+786
| +3% | +$105K | 0.27% | 44 |
|
|
2022
Q3 | $2.65M | Buy |
25,391
+7,406
| +41% | +$774K | 0.21% | 46 |
|
|
2022
Q2 | $2.03M | Buy |
17,985
+383
| +2% | +$43.1K | 0.15% | 57 |
|
|
2022
Q1 | $2.4M | Buy |
17,602
+1,475
| +9% | +$201K | 0.14% | 54 |
|
|
2021
Q4 | $2.55M | Buy |
16,127
+866
| +6% | +$137K | 0.13% | 56 |
|
|
2021
Q3 | $2.5M | Sell |
15,261
-13,879
| -48% | -$2.27M | 0.14% | 51 |
|
|
2021
Q2 | $4.53M | Buy |
29,140
+1,764
| +6% | +$274K | 0.13% | 52 |
|
|
2021
Q1 | $4.17M | Buy |
27,376
+9,097
| +50% | +$1.38M | 0.13% | 52 |
|
|
2020
Q4 | $2.32M | Sell |
18,279
-17,811
| -49% | -$2.26M | 0.13% | 50 |
|
|
2020
Q3 | $3.47M | Sell |
36,090
-24,947
| -41% | -$2.4M | 0.11% | 55 |
|
|
2020
Q2 | $5.74M | Buy |
61,037
+5,499
| +10% | +$517K | 0.2% | 44 |
|
|
2020
Q1 | $5M | Buy |
55,538
+16,923
| +44% | +$1.52M | 0.22% | 43 |
|
|
2019
Q4 | $5.38M | Sell |
38,615
-121
| -0.3% | -$16.9K | 0.35% | 42 |
|
|
2019
Q3 | $4.56M | Sell |
38,736
-2,057
| -5% | -$242K | 0.32% | 41 |
|
|
2019
Q2 | $4.56M | Buy |
40,793
+1,228
| +3% | +$137K | 0.25% | 42 |
|
|
2019
Q1 | $4.01M | Buy |
39,565
+36,178
| +1,068% | +$3.66M | 0.24% | 40 |
|
|
2018
Q4 | $330K | Buy |
3,387
+1,200
| +55% | +$117K | 0.02% | 72 |
|
|
2018
Q3 | $246K | Hold |
2,187
| – | – | 0.01% | 78 |
|
|
2018
Q2 | $227K | Hold |
2,187
| – | – | 0.01% | 75 |
|
|
2018
Q1 | $240K | Sell |
2,187
-363
| -14% | -$39.8K | 0.01% | 71 |
|
|
2017
Q4 | $272K | Sell |
2,550
-130
| -5% | -$13.9K | 0.02% | 64 |
|
|
2017
Q3 | $255K | Hold |
2,680
| – | – | 0.02% | 75 |
|
|
2017
Q2 | $244K | Hold |
2,680
| – | – | 0.02% | 79 |
|
|
2017
Q1 | $235K | Sell |
2,680
-841
| -24% | -$73.7K | 0.02% | 80 |
|
|
2016
Q4 | $303K | Sell |
3,521
-500
| -12% | -$43K | 0.02% | 76 |
|
|
2016
Q3 | $267K | Sell |
4,021
-75
| -2% | -$4.98K | 0.02% | 80 |
|
|
2016
Q2 | $254K | Sell |
4,096
-950
| -19% | -$58.9K | 0.02% | 85 |
|
|
2016
Q1 | $298K | Sell |
5,046
-450
| -8% | -$26.6K | 0.02% | 92 |
|
|
2015
Q4 | $362K | Buy |
5,496
+129
| +2% | +$8.5K | 0.03% | 83 |
|
|
2015
Q3 | $327K | Buy |
5,367
+1,978
| +58% | +$121K | 0.03% | 84 |
|
|
2015
Q2 | $229K | Buy |
+3,389
| New | +$229K | 0.02% | 109 |
|
|
2014
Q3 | – | Sell |
-3,550
| Closed | -$204K | – | 103 |
|
|
2014
Q2 | $204K | Sell |
3,550
-50
| -1% | -$2.87K | 0.02% | 97 |
|
|
2014
Q1 | $218K | Buy |
+3,600
| New | +$218K | 0.02% | 91 |
|
|
2013
Q4 | – | Sell |
-3,950
| Closed | -$204K | – | 98 |
|
|
2013
Q3 | $204K | Sell |
3,950
-1,025
| -21% | -$52.9K | 0.02% | 79 |
|
|
2013
Q2 | $262K | Buy |
+4,975
| New | +$262K | 0.04% | 71 |
|