Matrix Private Capital 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
Q2 | $2.52M | Sell |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $2.46M | Hold |
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|
2024
Q3 | $2.17M | Hold |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $2.37M | Sell |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | $2.09M | Buy |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $1.29M | Buy |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $1.89M | Buy |
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