MSA
Marino Stram & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Buy |
28,404
+361
| +1% | +$105K | 1.66% | 10 |
|
|
2025
Q1 | $6.88M | Buy |
28,043
+52
| +0.2% | +$12.8K | 1.53% | 10 |
|
|
2024
Q4 | $6.71M | Buy |
27,991
+14
| +0.1% | +$3.36K | 1.48% | 10 |
|
|
2024
Q3 | $5.9M | Buy |
27,977
+63
| +0.2% | +$13.3K | 1.32% | 10 |
|
|
2024
Q2 | $5.65M | Sell |
27,914
-283
| -1% | -$57.2K | 1.38% | 10 |
|
|
2024
Q1 | $5.65M | Buy |
28,197
+64
| +0.2% | +$12.8K | 1.34% | 11 |
|
|
2023
Q4 | $4.79M | Buy |
28,133
+117
| +0.4% | +$19.9K | 1.24% | 11 |
|
|
2023
Q3 | $4.06M | Buy |
28,016
+47
| +0.2% | +$6.82K | 1.19% | 12 |
|
|
2023
Q2 | $4.07M | Buy |
27,969
+89
| +0.3% | +$12.9K | 1.15% | 13 |
|
|
2023
Q1 | $3.63M | Buy |
27,880
+347
| +1% | +$45.2K | 1.1% | 14 |
|
|
2022
Q4 | $3.69M | Sell |
27,533
-230
| -0.8% | -$30.8K | 1.16% | 12 |
|
|
2022
Q3 | $2.9M | Buy |
27,763
+831
| +3% | +$86.8K | 1.05% | 15 |
|
|
2022
Q2 | $3.03M | Buy |
26,932
+429
| +2% | +$48.3K | 1.05% | 15 |
|
|
2022
Q1 | $3.61M | Buy |
26,503
+484
| +2% | +$66K | 1.14% | 13 |
|
|
2021
Q4 | $4.12M | Buy |
26,019
+335
| +1% | +$53K | 1.27% | 12 |
|
|
2021
Q3 | $4.2M | Sell |
25,684
-9,382
| -27% | -$1.54M | 1.45% | 11 |
|
|
2021
Q2 | $5.45M | Buy |
35,066
+10,108
| +41% | +$1.57M | 1.42% | 16 |
|
|
2021
Q1 | $3.8M | Buy |
24,958
+428
| +2% | +$65.1K | 1.48% | 12 |
|
|
2020
Q4 | $3.12M | Buy |
24,530
+1,074
| +5% | +$136K | 1.38% | 12 |
|
|
2020
Q3 | $2.26M | Buy |
23,456
+768
| +3% | +$73.9K | 1.21% | 17 |
|
|
2020
Q2 | $2.14M | Buy |
22,688
+4,823
| +27% | +$454K | 1.27% | 17 |
|
|
2020
Q1 | $1.61M | Buy |
17,865
+1,307
| +8% | +$118K | 1.24% | 17 |
|
|
2019
Q4 | $2.31M | Buy |
16,558
+296
| +2% | +$41.3K | 1.51% | 15 |
|
|
2019
Q3 | $1.91M | Buy |
16,262
+415
| +3% | +$48.8K | 1.36% | 15 |
|
|
2019
Q2 | $1.77M | Buy |
15,847
+265
| +2% | +$29.6K | 1.3% | 15 |
|
|
2019
Q1 | $1.58M | Buy |
15,582
+886
| +6% | +$89.7K | 1.14% | 17 |
|
|
2018
Q4 | $1.47M | Buy |
14,696
+38
| +0.3% | +$3.79K | 1.28% | 16 |
|
|
2018
Q3 | $1.65M | Sell |
14,658
-44
| -0.3% | -$4.97K | 1.32% | 14 |
|
|
2018
Q2 | $1.55M | Buy |
14,702
+594
| +4% | +$62.4K | 1.37% | 13 |
|
|
2018
Q1 | $1.55M | Buy |
14,108
+356
| +3% | +$39.1K | 1.44% | 11 |
|
|
2017
Q4 | $1.47M | Buy |
+13,752
| New | +$1.47M | 1.36% | 11 |
|