Wealth Alliance’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 | $5.09M | Buy |
17,560
+719
| +4% | +$208K | 0.57% | 30 |
|
|
2025
Q1 | $4.13M | Buy |
16,841
+461
| +3% | +$113K | 0.5% | 35 |
|
|
2024
Q4 | $3.93M | Buy |
16,380
+411
| +3% | +$98.5K | 0.47% | 32 |
|
|
2024
Q3 | $3.37M | Sell |
15,969
-321
| -2% | -$67.7K | 0.4% | 40 |
|
|
2024
Q2 | $3.29M | Buy |
16,290
+125
| +0.8% | +$25.3K | 0.43% | 40 |
|
|
2024
Q1 | $3.24M | Buy |
16,165
+1,216
| +8% | +$244K | 0.42% | 41 |
|
|
2023
Q4 | $2.54M | Sell |
14,949
-463
| -3% | -$78.8K | 0.36% | 51 |
|
|
2023
Q3 | $2.24M | Hold |
15,412
| – | – | 0.35% | 56 |
|
|
2023
Q2 | $2.24M | Sell |
15,412
-607
| -4% | -$88.3K | 0.34% | 50 |
|
|
2023
Q1 | $2.09M | Sell |
16,019
-5,184
| -24% | -$676K | 0.34% | 52 |
|
|
2022
Q4 | $2.84M | Buy |
21,203
+1,448
| +7% | +$194K | 0.5% | 31 |
|
|
2022
Q3 | $2.07M | Buy |
19,755
+2,152
| +12% | +$225K | 0.41% | 41 |
|
|
2022
Q2 | $1.98M | Buy |
17,603
+1,665
| +10% | +$187K | 0.38% | 52 |
|
|
2022
Q1 | $2.17M | Buy |
15,938
+913
| +6% | +$124K | 0.44% | 37 |
|
|
2021
Q4 | $2.38M | Sell |
15,025
-55
| -0.4% | -$8.71K | 0.48% | 39 |
|
|
2021
Q3 | $2.47M | Sell |
15,080
-596
| -4% | -$97.5K | 0.55% | 35 |
|
|
2021
Q2 | $2.44M | Sell |
15,676
-765
| -5% | -$119K | 0.57% | 33 |
|
|
2021
Q1 | $2.5M | Sell |
16,441
-2,296
| -12% | -$350K | 0.7% | 26 |
|
|
2020
Q4 | $2.38M | Buy |
18,737
+933
| +5% | +$119K | 0.7% | 27 |
|
|
2020
Q3 | $1.71M | Buy |
17,804
+1,297
| +8% | +$125K | 0.62% | 33 |
|
|
2020
Q2 | $1.55M | Buy |
16,507
+3,472
| +27% | +$327K | 0.61% | 32 |
|
|
2020
Q1 | $1.17M | Sell |
13,035
-2,420
| -16% | -$218K | 0.63% | 35 |
|
|
2019
Q4 | $2.15M | Buy |
+15,455
| New | +$2.15M | 1.53% | 21 |
|