Altman Advisors’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 | $2.66M | Buy |
9,165
+67
| +0.7% | +$19.5K | 1.09% | 27 |
|
|
2025
Q1 | $2.23M | Buy |
9,098
+61
| +0.7% | +$14.9K | 1.03% | 31 |
|
|
2024
Q4 | $2.17M | Buy |
9,037
+70
| +0.8% | +$16.8K | 0.92% | 37 |
|
|
2024
Q3 | $1.89M | Buy |
+8,967
| New | +$1.89M | 0.84% | 47 |
|
|
2024
Q2 | – | Sell |
-14,365
| Closed | -$2.86M | – | 85 |
|
|
2024
Q1 | $2.86M | Buy |
14,365
+286
| +2% | +$56.9K | 1.39% | 12 |
|
|
2023
Q4 | $2.39M | Sell |
14,079
-840
| -6% | -$143K | 1.26% | 15 |
|
|
2023
Q3 | $2.16M | Buy |
+14,919
| New | +$2.16M | 1.35% | 14 |
|
|
2023
Q1 | $1.57M | Sell |
14,642
-3,640
| -20% | -$389K | 1.43% | 15 |
|
|
2022
Q4 | $2.55M | Sell |
18,282
-1,172
| -6% | -$164K | 1.58% | 17 |
|
|
2022
Q3 | $2.03M | Buy |
19,454
+714
| +4% | +$74.6K | 1.28% | 20 |
|
|
2022
Q2 | $2.11M | Buy |
18,740
+431
| +2% | +$48.5K | 1.2% | 22 |
|
|
2022
Q1 | $2.5M | Buy |
18,309
+996
| +6% | +$136K | 1.29% | 26 |
|
|
2021
Q4 | $2.51M | Buy |
17,313
+9,663
| +126% | +$1.4M | 1.53% | 27 |
|
|
2021
Q3 | $1.3M | Buy |
+7,650
| New | +$1.3M | 0.72% | 60 |
|
|
2020
Q2 | – | Sell |
-6,830
| Closed | -$615K | – | 74 |
|
|
2020
Q1 | $615K | Sell |
6,830
-19,431
| -74% | -$1.75M | 0.57% | 66 |
|
|
2019
Q4 | $3.66M | Sell |
26,261
-268
| -1% | -$37.4K | 2.93% | 2 |
|
|
2019
Q3 | $3.12M | Buy |
26,529
+44
| +0.2% | +$5.18K | 2.64% | 3 |
|
|
2019
Q2 | $2.96M | Buy |
26,485
+254
| +1% | +$28.4K | 2.49% | 4 |
|
|
2019
Q1 | $2.66M | Buy |
26,231
+77
| +0.3% | +$7.79K | 2.45% | 6 |
|
|
2018
Q4 | $2.55M | Sell |
26,154
-224
| -0.8% | -$21.9K | 2.8% | 5 |
|
|
2018
Q3 | $2.98M | Buy |
+26,378
| New | +$2.98M | 2.68% | 5 |
|
|
2018
Q2 | – | Sell |
-30,579
| Closed | -$3.36M | – | 85 |
|
|
2018
Q1 | $3.36M | Buy |
30,579
+162
| +0.5% | +$17.8K | 3.22% | 2 |
|
|
2017
Q4 | $3.25M | Buy |
+30,417
| New | +$3.25M | 2.83% | 2 |
|