Wealth Alliance Advisory Group’s JPMorgan Chase JPM Stock Holding History

Wealth Alliance Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.29M	Buy	14,571 +260	+2%	+$78.9K	0.68%	32
2025 Q4	$4.61M	Buy	14,311 +756	+6%	+$234K	0.79%	28
2025 Q3	$4.28M	Buy	13,555 +225	+2%	+$66.9K	0.77%	29
2025 Q2	$3.86M	Buy	13,330 +175	+1%	+$44.7K	0.74%	31
2025 Q1	$3.23M	Sell	13,155 -242	-2%	-$61.7K	0.67%	31
2024 Q4	$3.21M	Sell	13,397 -139	-1%	-$32.4K	0.68%	31
2024 Q3	$2.85M	Buy	13,536 +100	+0.7%	+$21.1K	0.6%	34
2024 Q2	$2.72M	Buy	13,436 +234	+2%	+$45.7K	0.61%	32
2024 Q1	$2.64M	Buy	13,202 +1,281	+11%	+$231K	0.61%	34
2023 Q4	$2.03M	Buy	11,921 +908	+8%	+$138K	0.53%	38
2023 Q3	$1.6M	Buy	11,013 +185	+2%	+$27.7K	0.47%	38
2023 Q2	$1.57M	Sell	10,828 -1,843	-15%	-$253K	0.56%	34
2023 Q1	$1.65M	Sell	12,671 -548	-4%	-$75.1K	0.62%	33
2022 Q4	$1.77M	Buy	13,219 +281	+2%	+$35.6K	0.68%	26
2022 Q3	$1.35M	Buy	12,938 +2,228	+21%	+$256K	0.6%	32
2022 Q2	$1.21M	Buy	10,710 +1,926	+22%	+$239K	0.57%	33
2022 Q1	$1.2M	Buy	8,784 +696	+9%	+$103K	0.52%	34
2021 Q4	$1.28M	Buy	8,088 +968	+14%	+$159K	0.56%	33
2021 Q3	$1.17M	Buy	7,120 +108	+2%	+$16.9K	0.57%	32
2021 Q2	$1.09M	Buy	7,012 +154	+2%	+$24.2K	0.53%	38
2021 Q1	$1.04M	Buy	6,858 +100	+1%	+$14.4K	0.54%	39
2020 Q4	$859K	Buy	6,758 +977	+17%	+$109K	0.46%	43
2020 Q3	$557K	Buy	5,781 +585	+11%	+$57.4K	0.33%	51
2020 Q2	$489K	Buy	5,196 +12	+0.2%	+$1.14K	0.3%	55
2020 Q1	$467K	Buy	5,184 +1,068	+26%	+$130K	0.36%	52
2019 Q4	$574K	Buy	4,116 +52	+1%	+$6.67K	0.33%	50
2019 Q3	$472K	Buy	4,064 +288	+8%	+$32.6K	0.29%	58
2019 Q2	$430K	Buy	3,776 +243	+7%	+$26.8K	0.27%	62
2019 Q1	$400K	Sell	3,533 -2,113	-37%	-$218K	0.26%	64
2018 Q4	$551K	Buy	5,646 +1,080	+24%	+$115K	0.41%	48
2018 Q3	$515K	Buy	4,566 +432	+10%	+$49K	0.26%	66
2018 Q2	$431K	Buy	4,134 +136	+3%	+$14.9K	0.24%	75
2018 Q1	$440K	Buy	3,998 +687	+21%	+$77.8K	0.26%	67
2017 Q4	$354K	Buy	+3,311	New	+$335K	0.32%	65