Atwater Malick’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 | $540K | Hold |
1,861
| – | – | 0.17% | 52 |
|
|
2025
Q1 | $457K | Hold |
1,861
| – | – | 0.15% | 53 |
|
|
2024
Q4 | $446K | Hold |
1,861
| – | – | 0.15% | 52 |
|
|
2024
Q3 | $392K | Hold |
1,861
| – | – | 0.13% | 58 |
|
|
2024
Q2 | $376K | Hold |
1,861
| – | – | 0.13% | 58 |
|
|
2024
Q1 | $373K | Buy |
1,861
+38
| +2% | +$7.61K | 0.13% | 60 |
|
|
2023
Q4 | $310K | Buy |
+1,823
| New | +$310K | 0.12% | 58 |
|
|
2019
Q4 | – | Sell |
-631
| Closed | -$74K | – | 120 |
|
|
2019
Q3 | $74K | Buy |
+631
| New | +$74K | 0.06% | 59 |
|