Alterna Wealth 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 | $575K | Sell |
1,985
-37
| -2% | -$10.7K | 0.46% | 56 |
|
|
2025
Q1 | $496K | Sell |
2,022
-117
| -5% | -$28.7K | 0.38% | 55 |
|
|
2024
Q4 | $513K | Buy |
2,139
+606
| +40% | +$145K | 0.43% | 49 |
|
|
2024
Q3 | $323K | Sell |
1,533
-1,330
| -46% | -$280K | 0.29% | 68 |
|
|
2024
Q2 | $579K | Sell |
2,863
-490
| -15% | -$99.1K | 0.51% | 49 |
|
|
2024
Q1 | $672K | Buy |
3,353
+1,115
| +50% | +$223K | 0.54% | 42 |
|
|
2023
Q4 | $381K | Hold |
2,238
| – | – | 0.46% | 52 |
|
|
2023
Q3 | $325K | Buy |
2,238
+122
| +6% | +$17.7K | 0.41% | 57 |
|
|
2023
Q2 | $308K | Sell |
2,116
-400
| -16% | -$58.2K | 0.36% | 56 |
|
|
2023
Q1 | $328K | Buy |
2,516
+816
| +48% | +$106K | 0.41% | 54 |
|
|
2022
Q4 | $228K | Buy |
+1,700
| New | +$228K | 0.26% | 79 |
|
|
2019
Q1 | – | Sell |
-39,881
| Closed | -$3.65M | – | 227 |
|
|
2018
Q4 | $3.65M | Buy |
+39,881
| New | +$3.65M | 0.59% | 23 |
|