JP Morgan Chase’s Altabancorp ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,060
| Closed | -$401K | – | 7295 |
|
|
2021
Q3 | $401K | Sell |
9,060
-41,706
| -82% | -$1.73M | ﹤0.01% | 4853 |
|
|
2021
Q2 | $2.2M | Buy |
50,766
+602
| +1% | +$26.3K | ﹤0.01% | 3730 |
|
|
2021
Q1 | $2.11M | Buy |
50,164
+2,287
| +5% | +$80.6K | ﹤0.01% | 3691 |
|
|
2020
Q4 | $1.34M | Buy |
47,877
+33,364
| +230% | +$847K | ﹤0.01% | 3767 |
|
|
2020
Q3 | $291K | Buy |
14,513
+131
| +0.9% | +$2.67K | ﹤0.01% | 4210 |
|
|
2020
Q2 | $323K | Sell |
14,382
-19,647
| -58% | -$406K | ﹤0.01% | 4055 |
|
|
2020
Q1 | $659K | Buy |
34,029
+5,731
| +20% | +$143K | ﹤0.01% | 3680 |
|
|
2019
Q4 | $853K | Buy |
28,298
+18,049
| +176% | +$529K | ﹤0.01% | 3954 |
|
|
2019
Q3 | $290K | Buy |
10,249
+5,942
| +138% | +$169K | ﹤0.01% | 4448 |
|
|
2019
Q2 | $126K | Sell |
4,307
-4,437
| -51% | -$127K | ﹤0.01% | 4844 |
|
|
2019
Q1 | $231K | Buy |
8,744
+4,815
| +123% | +$140K | ﹤0.01% | 4570 |
|
|
2018
Q4 | $118K | Buy |
3,929
+367
| +10% | +$11.7K | ﹤0.01% | 4785 |
|
|
2018
Q3 | $121K | Buy |
3,562
+438
| +14% | +$15.6K | ﹤0.01% | 4880 |
|
|
2018
Q2 | $112K | Buy |
3,124
+313
| +11% | +$10.7K | ﹤0.01% | 4797 |
|
|
2018
Q1 | $91K | Sell |
2,811
-108
| -4% | -$3.4K | ﹤0.01% | 4618 |
|
|
2017
Q4 | $88K | Buy |
+2,919
| New | +$91.7K | ﹤0.01% | 4711 |
|
|
2017
Q2 | – | Sell |
-7,515
| Closed | -$199K | – | 5338 |
|
|
2017
Q1 | $199K | Sell |
7,515
-10,172
| -58% | -$263K | ﹤0.01% | 4078 |
|
|
2016
Q4 | $475K | Buy |
+17,687
| New | +$395K | ﹤0.01% | 3795 |
|
JP Morgan Chase's ALTA Position: Q4 2021 in Review
JP Morgan Chase sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 9,060 shares — an estimated $401K sold.
JP Morgan Chase first reported a position in ALTA in Q4 2016 and held it in 18 quarters. The position peaked at $2.2M in Q2 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.
- JP Morgan Chase reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
- JP Morgan Chase sold 9,060 Altabancorp shares in Q4 2021, an estimated $401K.
- JP Morgan Chase first reported a position in Altabancorp in Q4 2016 and held it in 18 quarters.
- JP Morgan Chase's Altabancorp position peaked at $2.2M in Q2 2021.
- 0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.
Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.