MWAM
Manhattan West Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.15M | Sell |
28,115
-8,595
| -23% | -$2.49M | 1.89% | 16 |
|
|
2025
Q1 | $9M | Buy |
36,710
+2,542
| +7% | +$624K | 2.3% | 13 |
|
|
2024
Q4 | $8.19M | Buy |
34,168
+656
| +2% | +$157K | 2.21% | 11 |
|
|
2024
Q3 | $7.07M | Buy |
33,512
+560
| +2% | +$118K | 1.83% | 13 |
|
|
2024
Q2 | $6.66M | Sell |
32,952
-3,941
| -11% | -$797K | 1.8% | 14 |
|
|
2024
Q1 | $7.39M | Buy |
36,893
+4,188
| +13% | +$839K | 1.77% | 13 |
|
|
2023
Q4 | $5.56M | Buy |
32,705
+3,430
| +12% | +$583K | 1.56% | 18 |
|
|
2023
Q3 | $4.13M | Buy |
29,275
+3,545
| +14% | +$500K | 1.27% | 22 |
|
|
2023
Q2 | $3.74M | Buy |
25,730
+4,612
| +22% | +$671K | 1.4% | 17 |
|
|
2023
Q1 | $2.75M | Sell |
21,118
-2,232
| -10% | -$291K | 1.2% | 20 |
|
|
2022
Q4 | $3.13M | Buy |
23,350
+2,178
| +10% | +$292K | 1.6% | 12 |
|
|
2022
Q3 | $2.21M | Buy |
21,172
+2,884
| +16% | +$301K | 1.37% | 16 |
|
|
2022
Q2 | $2.06M | Buy |
18,288
+583
| +3% | +$65.6K | 1.24% | 18 |
|
|
2022
Q1 | $2.41M | Buy |
17,705
+14,183
| +403% | +$1.93M | 1.3% | 16 |
|
|
2021
Q4 | $558K | Buy |
+3,522
| New | +$558K | 0.33% | 60 |
|