MFG
Magnus Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
55,353
+542
| +1% | +$157K | 1.41% | 13 |
|
|
2025
Q1 | $13.4M | Buy |
54,811
+717
| +1% | +$176K | 1.3% | 15 |
|
|
2024
Q4 | $13M | Buy |
54,094
+4,723
| +10% | +$1.13M | 1.25% | 17 |
|
|
2024
Q3 | $10.4M | Sell |
49,371
-45
| -0.1% | -$9.49K | 1.06% | 24 |
|
|
2024
Q2 | $9.99M | Sell |
49,416
-1,318
| -3% | -$267K | 1.12% | 24 |
|
|
2024
Q1 | $10.2M | Buy |
50,734
+4,723
| +10% | +$946K | 1.21% | 20 |
|
|
2023
Q4 | $7.83M | Buy |
46,011
+1,537
| +3% | +$261K | 1.03% | 24 |
|
|
2023
Q3 | $6.45M | Buy |
44,474
+409
| +0.9% | +$59.3K | 0.94% | 26 |
|
|
2023
Q2 | $6.41M | Buy |
44,065
+1,198
| +3% | +$174K | 0.91% | 28 |
|
|
2023
Q1 | $5.59M | Buy |
42,867
+4,554
| +12% | +$593K | 0.85% | 26 |
|
|
2022
Q4 | $5.14M | Sell |
38,313
-112
| -0.3% | -$15K | 0.84% | 27 |
|
|
2022
Q3 | $4.02M | Buy |
38,425
+1,585
| +4% | +$166K | 0.77% | 29 |
|
|
2022
Q2 | $4.15M | Buy |
36,840
+2,965
| +9% | +$334K | 0.76% | 27 |
|
|
2022
Q1 | $4.62M | Buy |
33,875
+8,543
| +34% | +$1.16M | 0.77% | 23 |
|
|
2021
Q4 | $4.01M | Buy |
25,332
+2,441
| +11% | +$387K | 0.76% | 26 |
|
|
2021
Q3 | $3.75M | Buy |
22,891
+618
| +3% | +$101K | 0.79% | 25 |
|
|
2021
Q2 | $3.46M | Sell |
22,273
-2,262
| -9% | -$352K | 0.75% | 25 |
|
|
2021
Q1 | $3.74M | Sell |
24,535
-4,956
| -17% | -$754K | 0.9% | 21 |
|
|
2020
Q4 | $3.75M | Buy |
29,491
+4,137
| +16% | +$526K | 0.37% | 27 |
|
|
2020
Q3 | $2.44M | Sell |
25,354
-401
| -2% | -$38.6K | 0.28% | 32 |
|
|
2020
Q2 | $2.42M | Buy |
25,755
+1,166
| +5% | +$110K | 0.27% | 33 |
|
|
2020
Q1 | $2.21M | Sell |
24,589
-2,639
| -10% | -$238K | 0.3% | 35 |
|
|
2019
Q4 | $3.8M | Buy |
27,228
+2,034
| +8% | +$284K | 0.54% | 24 |
|
|
2019
Q3 | $2.97M | Sell |
25,194
-147
| -0.6% | -$17.3K | 0.56% | 21 |
|
|
2019
Q2 | $2.83M | Sell |
25,341
-3,329
| -12% | -$372K | 0.55% | 24 |
|
|
2019
Q1 | $2.9M | Buy |
28,670
+1,460
| +5% | +$148K | 0.59% | 23 |
|
|
2018
Q4 | $2.66M | Buy |
+27,210
| New | +$2.66M | 0.71% | 22 |
|