Wealth Alliance Advisory Group’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 | $3.86M | Buy |
13,330
+175
| +1% | +$50.7K | 0.74% | 31 |
|
|
2025
Q1 | $3.23M | Sell |
13,155
-242
| -2% | -$59.4K | 0.67% | 31 |
|
|
2024
Q4 | $3.21M | Sell |
13,397
-139
| -1% | -$33.3K | 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% | +$47.3K | 0.61% | 32 |
|
|
2024
Q1 | $2.64M | Buy |
13,202
+1,281
| +11% | +$257K | 0.61% | 34 |
|
|
2023
Q4 | $2.03M | Buy |
11,921
+908
| +8% | +$154K | 0.53% | 38 |
|
|
2023
Q3 | $1.6M | Buy |
11,013
+185
| +2% | +$26.8K | 0.47% | 38 |
|
|
2023
Q2 | $1.57M | Sell |
10,828
-1,843
| -15% | -$268K | 0.56% | 34 |
|
|
2023
Q1 | $1.65M | Sell |
12,671
-548
| -4% | -$71.4K | 0.62% | 33 |
|
|
2022
Q4 | $1.77M | Buy |
13,219
+281
| +2% | +$37.7K | 0.68% | 26 |
|
|
2022
Q3 | $1.35M | Buy |
12,938
+2,228
| +21% | +$233K | 0.6% | 32 |
|
|
2022
Q2 | $1.21M | Buy |
10,710
+1,926
| +22% | +$217K | 0.57% | 33 |
|
|
2022
Q1 | $1.2M | Buy |
8,784
+696
| +9% | +$94.8K | 0.52% | 34 |
|
|
2021
Q4 | $1.28M | Buy |
8,088
+968
| +14% | +$153K | 0.56% | 33 |
|
|
2021
Q3 | $1.17M | Buy |
7,120
+108
| +2% | +$17.7K | 0.57% | 31 |
|
|
2021
Q2 | $1.09M | Buy |
7,012
+154
| +2% | +$24K | 0.53% | 38 |
|
|
2021
Q1 | $1.04M | Buy |
6,858
+100
| +1% | +$15.2K | 0.54% | 39 |
|
|
2020
Q4 | $859K | Buy |
6,758
+977
| +17% | +$124K | 0.46% | 43 |
|
|
2020
Q3 | $557K | Buy |
5,781
+585
| +11% | +$56.4K | 0.33% | 51 |
|
|
2020
Q2 | $489K | Buy |
5,196
+12
| +0.2% | +$1.13K | 0.3% | 55 |
|
|
2020
Q1 | $467K | Buy |
5,184
+1,068
| +26% | +$96.2K | 0.36% | 52 |
|
|
2019
Q4 | $574K | Buy |
4,116
+52
| +1% | +$7.25K | 0.33% | 50 |
|
|
2019
Q3 | $472K | Buy |
4,064
+288
| +8% | +$33.4K | 0.29% | 58 |
|
|
2019
Q2 | $430K | Buy |
3,776
+243
| +7% | +$27.7K | 0.27% | 62 |
|
|
2019
Q1 | $400K | Sell |
3,533
-2,113
| -37% | -$239K | 0.26% | 64 |
|
|
2018
Q4 | $551K | Buy |
5,646
+1,080
| +24% | +$105K | 0.41% | 48 |
|
|
2018
Q3 | $515K | Buy |
4,566
+432
| +10% | +$48.7K | 0.26% | 66 |
|
|
2018
Q2 | $431K | Buy |
4,134
+136
| +3% | +$14.2K | 0.24% | 75 |
|
|
2018
Q1 | $440K | Buy |
3,998
+687
| +21% | +$75.6K | 0.26% | 67 |
|
|
2017
Q4 | $354K | Buy |
+3,311
| New | +$354K | 0.32% | 65 |
|