MAG
M3 Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
3,980
+242
| +6% | +$70.2K | 0.8% | 28 |
|
|
2025
Q1 | $917K | Buy |
3,738
+37
| +1% | +$9.08K | 0.72% | 28 |
|
|
2024
Q4 | $887K | Sell |
3,701
-113
| -3% | -$27.1K | 0.64% | 35 |
|
|
2024
Q3 | $804K | Buy |
3,814
+70
| +2% | +$14.8K | 0.59% | 37 |
|
|
2024
Q2 | $757K | Buy |
3,744
+155
| +4% | +$31.3K | 0.62% | 34 |
|
|
2024
Q1 | $719K | Buy |
3,589
+128
| +4% | +$25.6K | 0.65% | 31 |
|
|
2023
Q4 | $589K | Buy |
+3,461
| New | +$589K | 0.69% | 32 |
|