Mather Group’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 | $6.76M | Buy |
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|
2025
Q2 | $6.09M | Buy |
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|
2025
Q1 | $5.13M | Buy |
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|
2024
Q4 | $4.37M | Buy |
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|
2024
Q3 | $3.79M | Sell |
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|
2024
Q2 | $5.3M | Buy |
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|
2024
Q1 | $3.43M | Sell |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.57M | Buy |
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|
2023
Q1 | $2.17M | Sell |
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|
2022
Q4 | $2.43M | Sell |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $1.82M | Buy |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $826K | Buy |
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|
2020
Q3 | $586K | Sell |
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|
2020
Q2 | $606K | Buy |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $729K | Buy |
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