Maryland Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Buy |
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|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $166K | Hold |
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|
2024
Q4 | $162K | Sell |
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|
2024
Q3 | $143K | Sell |
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|
2024
Q2 | $137K | Hold |
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|
2024
Q1 | $136K | Hold |
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|
2023
Q4 | $115K | Hold |
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|
2023
Q3 | $98.3K | Hold |
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|
2023
Q2 | $98.6K | Buy |
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|
2023
Q1 | $74.9K | Hold |
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|
2022
Q4 | $77.1K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $65K | Hold |
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|
2022
Q1 | $78K | Hold |
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|
2021
Q4 | $91K | Buy |
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