Bruce G. Allen Investments’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 | $707K | Buy |
2,438
+56
| +2% | +$16.2K | 0.54% | 21 |
|
|
2025
Q1 | $584K | Sell |
2,382
-480
| -17% | -$118K | 0.46% | 26 |
|
|
2024
Q4 | $686K | Sell |
2,862
-18
| -0.6% | -$4.32K | 0.56% | 23 |
|
|
2024
Q3 | $607K | Sell |
2,880
-268
| -9% | -$56.5K | 0.47% | 26 |
|
|
2024
Q2 | $637K | Sell |
3,148
-460
| -13% | -$93K | 0.54% | 27 |
|
|
2024
Q1 | $723K | Sell |
3,608
-377
| -9% | -$75.5K | 0.59% | 23 |
|
|
2023
Q4 | $678K | Buy |
+3,985
| New | +$678K | 0.62% | 22 |
|