Systematic Alpha Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Hold |
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|
2025
Q1 | $9.03M | Hold |
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|
2024
Q4 | $8.82M | Hold |
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|
2024
Q3 | $7.76M | Hold |
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|
2024
Q2 | $7.44M | Hold |
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|
2024
Q1 | $7.37M | Hold |
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|
2023
Q4 | $6.26M | Hold |
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|
2023
Q3 | $5.34M | Hold |
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|
2023
Q2 | $5.35M | Hold |
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|
2023
Q1 | $4.8M | Hold |
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|
2022
Q4 | $4.94M | Hold |
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|
2022
Q3 | $3.85M | Hold |
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|
2022
Q2 | $4.14M | Sell |
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|
2022
Q1 | $5.73M | Hold |
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|
2021
Q4 | $6.65M | Hold |
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|
2021
Q3 | $7.14M | Buy |
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|
2021
Q2 | $6.66M | Buy |
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|
2021
Q1 | $3.76M | Buy |
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|
2020
Q4 | $1.04M | Buy |
|