Altrius 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 | $6.32M | Sell |
21,807
-393
| -2% | -$114K | 1.48% | 29 |
|
|
2025
Q1 | $5.45M | Buy |
22,200
+386
| +2% | +$94.7K | 1.32% | 32 |
|
|
2024
Q4 | $5.23M | Sell |
21,814
-582
| -3% | -$140K | 1.41% | 32 |
|
|
2024
Q3 | $4.72M | Buy |
22,396
+113
| +0.5% | +$23.8K | 1.18% | 47 |
|
|
2024
Q2 | $4.51M | Buy |
22,283
+110
| +0.5% | +$22.2K | 1.19% | 43 |
|
|
2024
Q1 | $4.44M | Sell |
22,173
-4,800
| -18% | -$961K | 1.12% | 45 |
|
|
2023
Q4 | $4.59M | Sell |
26,973
-342
| -1% | -$58.2K | 1.28% | 30 |
|
|
2023
Q3 | $3.96M | Buy |
27,315
+55
| +0.2% | +$7.98K | 1.18% | 34 |
|
|
2023
Q2 | $3.96M | Buy |
27,260
+101
| +0.4% | +$14.7K | 1.17% | 33 |
|
|
2023
Q1 | $3.54M | Buy |
27,159
+193
| +0.7% | +$25.2K | 1.08% | 38 |
|
|
2022
Q4 | $3.62M | Sell |
26,966
-254
| -0.9% | -$34.1K | 1.13% | 35 |
|
|
2022
Q3 | $2.84M | Sell |
27,220
-4,547
| -14% | -$475K | 1.08% | 52 |
|
|
2022
Q2 | $3.58M | Buy |
+31,767
| New | +$3.58M | 1.16% | 57 |
|