Matrix Trust Company’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 | $3.02M | Sell |
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|
2025
Q2 | $2.88M | Sell |
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|
2025
Q1 | $2.46M | Sell |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $621K | Buy |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $198K | Buy |
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