Alterna Wealth Management’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 | $334K | Sell |
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|
2025
Q2 | $575K | Sell |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $672K | Buy |
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|
2023
Q4 | $381K | Hold |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.65M | Buy |
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