MG
Mather Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Buy |
20,997
+79
| +0.4% | +$22.9K | 0.07% | 108 |
|
|
2025
Q1 | $5.13M | Buy |
20,918
+2,705
| +15% | +$664K | 0.06% | 108 |
|
|
2024
Q4 | $4.37M | Buy |
18,213
+256
| +1% | +$61.4K | 0.06% | 122 |
|
|
2024
Q3 | $3.79M | Sell |
17,957
-8,496
| -32% | -$1.79M | 0.05% | 129 |
|
|
2024
Q2 | $5.3M | Buy |
26,453
+6,275
| +31% | +$1.26M | 0.07% | 119 |
|
|
2024
Q1 | $3.43M | Sell |
20,178
-315
| -2% | -$53.6K | 0.05% | 117 |
|
|
2023
Q4 | $3.49M | Buy |
20,493
+1,612
| +9% | +$274K | 0.05% | 121 |
|
|
2023
Q3 | $2.74M | Buy |
18,881
+1,223
| +7% | +$177K | 0.05% | 131 |
|
|
2023
Q2 | $2.57M | Buy |
17,658
+1,024
| +6% | +$149K | 0.04% | 146 |
|
|
2023
Q1 | $2.17M | Sell |
16,634
-1,505
| -8% | -$196K | 0.04% | 145 |
|
|
2022
Q4 | $2.43M | Sell |
18,139
-627
| -3% | -$84.1K | 0.05% | 127 |
|
|
2022
Q3 | $1.96M | Buy |
18,766
+238
| +1% | +$24.9K | 0.04% | 134 |
|
|
2022
Q2 | $2.09M | Buy |
18,528
+699
| +4% | +$78.7K | 0.05% | 125 |
|
|
2022
Q1 | $2.43M | Buy |
17,829
+6,317
| +55% | +$861K | 0.05% | 103 |
|
|
2021
Q4 | $1.82M | Buy |
11,512
+3,699
| +47% | +$586K | 0.04% | 100 |
|
|
2021
Q3 | $1.28M | Sell |
7,813
-841
| -10% | -$138K | 0.03% | 100 |
|
|
2021
Q2 | $1.35M | Buy |
8,654
+1,097
| +15% | +$171K | 0.03% | 91 |
|
|
2021
Q1 | $1.15M | Buy |
7,557
+1,055
| +16% | +$161K | 0.03% | 91 |
|
|
2020
Q4 | $826K | Buy |
6,502
+417
| +7% | +$53K | 0.03% | 101 |
|
|
2020
Q3 | $586K | Sell |
6,085
-359
| -6% | -$34.6K | 0.02% | 123 |
|
|
2020
Q2 | $606K | Buy |
6,444
+1,138
| +21% | +$107K | 0.03% | 119 |
|
|
2020
Q1 | $478K | Buy |
5,306
+75
| +1% | +$6.76K | 0.03% | 87 |
|
|
2019
Q4 | $729K | Buy |
+5,231
| New | +$729K | 0.05% | 73 |
|