Maryland Capital Advisors’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 | $248K | Buy |
855
+180
| +27% | +$52.2K | 0.1% | 73 |
|
|
2025
Q1 | $166K | Hold |
675
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $162K | Sell |
675
-1
| -0.1% | -$240 | 0.08% | 81 |
|
|
2024
Q3 | $143K | Sell |
676
-2
| -0.3% | -$422 | 0.07% | 81 |
|
|
2024
Q2 | $137K | Hold |
678
| – | – | 0.07% | 81 |
|
|
2024
Q1 | $136K | Hold |
678
| – | – | 0.08% | 79 |
|
|
2023
Q4 | $115K | Hold |
678
| – | – | 0.08% | 80 |
|
|
2023
Q3 | $98.3K | Hold |
678
| – | – | 0.08% | 85 |
|
|
2023
Q2 | $98.6K | Buy |
678
+103
| +18% | +$15K | 0.08% | 86 |
|
|
2023
Q1 | $74.9K | Hold |
575
| – | – | 0.07% | 93 |
|
|
2022
Q4 | $77.1K | Hold |
575
| – | – | 0.07% | 92 |
|
|
2022
Q3 | $60K | Hold |
575
| – | – | 0.06% | 84 |
|
|
2022
Q2 | $65K | Hold |
575
| – | – | 0.07% | 82 |
|
|
2022
Q1 | $78K | Hold |
575
| – | – | 0.07% | 77 |
|
|
2021
Q4 | $91K | Buy |
+575
| New | +$91K | 0.08% | 73 |
|